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 $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
903
shares
|
$23,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
860
shares
|
$22,626
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
850
shares
|
$22,363
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
842
shares
|
$22,153
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
800
shares
|
$21,048
0.0% of portfolio
|
Q3 2022
Reduced 25.93%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
736
shares
|
$19,364
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
681
shares
|
$17,917
0.0% of portfolio
|
Q2 2022
Reduced 99.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
660
shares
|
$17,364
0.01% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
655
shares
|
$17,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
622
shares
|
$16,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
614
shares
|
$16,154
0.0% of portfolio
|
Q2 2018
Reduced 7.53%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
585
shares
|
$15,391
0.0% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
500
shares
|
$13,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$13,155
0.0% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
485
shares
|
$12,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
441
shares
|
$11,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
396
shares
|
$10,418
0.0% of portfolio
|
Q1 2025
Added 39500.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
395
shares
|
$10,392
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
383
shares
|
$10,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
370
shares
|
$9,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
346
shares
|
$9,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
309
shares
|
$8,129
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$7,550
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
284
shares
|
$7,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
250
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
New holding
|