Institutional Ownership Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS). We have compiled data on the 593 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,200
shares
|
$89,376
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
3,109
shares
|
$86,834
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
3,026
shares
|
$84,516
0.03% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,812
shares
|
$78,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,285
shares
|
$63,820
0.0% of portfolio
|
Q2 2025
Added 79.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,225
shares
|
$62,144
0.0% of portfolio
|
Q1 2025
Added 111150.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,135
shares
|
$59,630
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
1,965
shares
|
$54,882
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,654
shares
|
$46,196
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,641
shares
|
$45,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$44,688
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,536
shares
|
$42,900
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
1,518
shares
|
$42,397
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,515
shares
|
$42,313
0.02% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$41,895
0.01% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,500
shares
|
$41,895
0.0% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$41,895
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
1,451
shares
|
$40,526
0.02% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,413
shares
|
$39,465
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,413
shares
|
$39,465
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,264
shares
|
$35,303
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$33,516
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,175
shares
|
$32,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,140
shares
|
$31,840
0.01% of portfolio
|
Q3 2023
Reduced 46.73%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,103
shares
|
$30,806
0.0% of portfolio
|
Q4 2024
Added 187.99%
|