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 634 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,895
shares
|
$214,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
6,790
shares
|
$211,576
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,787
shares
|
$211,482
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,756
shares
|
$210,516
0.01% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,714
shares
|
$209,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
6,679
shares
|
$208,117
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,661
shares
|
$207,556
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
6,500
shares
|
$202,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
6,369
shares
|
$198,458
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,354
shares
|
$197,990
0.0% of portfolio
|
Q1 2020
Reduced 87.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,304
shares
|
$196,432
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
6,260
shares
|
$195,061
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
6,090
shares
|
$189,764
0.01% of portfolio
|
Q1 2023
Reduced 23.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,000
shares
|
$186,960
0.02% of portfolio
|
Q4 2021
Added 20.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,600
shares
|
$174,496
0.07% of portfolio
|
Q4 2023
Reduced 17.28%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
5,537
shares
|
$172,532
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,226
shares
|
$162,842
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
5,206
shares
|
$162,218
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$155,800
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,000
shares
|
$155,800
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,500
shares
|
$140,220
0.0% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$127,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,937
shares
|
$122,676
0.01% of portfolio
|
Q2 2025
Added 80.1%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
3,906
shares
|
$121,710
0.01% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
3,796
shares
|
$118,283
0.0% of portfolio
|
Q3 2025
Added 34.99%
|
|