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 573 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
655
shares
|
$16,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
622
shares
|
$15,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
614
shares
|
$15,749
0.0% of portfolio
|
Q2 2018
Reduced 7.53%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
600
shares
|
$15,390
0.01% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$12,825
0.0% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
500
shares
|
$12,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
485
shares
|
$12,440
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
441
shares
|
$11,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
396
shares
|
$10,157
0.0% of portfolio
|
Q1 2025
Added 39500.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
370
shares
|
$9,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
346
shares
|
$8,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
309
shares
|
$7,925
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$7,361
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
244
shares
|
$6,258
0.0% of portfolio
|
Q1 2025
Reduced 87.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
236
shares
|
$6,053
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
210
shares
|
$5,386
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$4,001
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$1,282
0.0% of portfolio
|
Q3 2022
Reduced 90.91%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46
shares
|
$1,179
0.0% of portfolio
|
Q1 2022
Reduced 98.58%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30
shares
|
$769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$128
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|