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 584 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,654
shares
|
$43,516
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,641
shares
|
$43,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,600
shares
|
$42,096
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,536
shares
|
$40,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$39,465
0.01% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$39,465
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,472
shares
|
$38,728
0.0% of portfolio
|
Q1 2025
Added 162.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,400
shares
|
$36,834
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,400
shares
|
$36,834
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,272
shares
|
$33,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,264
shares
|
$33,255
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,175
shares
|
$30,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,140
shares
|
$29,993
0.01% of portfolio
|
Q3 2023
Reduced 46.73%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,135
shares
|
$29,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,103
shares
|
$29,019
0.0% of portfolio
|
Q4 2024
Added 187.99%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$28,941
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,090
shares
|
$28,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,064
shares
|
$27,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$26,967
0.0% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,008
shares
|
$26,520
0.0% of portfolio
|
Q2 2024
Reduced 88.15%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$26,310
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$26,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$26,310
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$26,310
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
951
shares
|
$25,020
0.01% of portfolio
|
Q4 2024
Added 33.38%
|