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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,090
shares
|
$30,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,088
shares
|
$30,387
0.01% of portfolio
|
Q2 2025
Added 59.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,064
shares
|
$29,717
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$28,628
0.0% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,008
shares
|
$28,153
0.0% of portfolio
|
Q2 2024
Reduced 88.15%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$27,930
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$27,930
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$27,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$27,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
903
shares
|
$25,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
860
shares
|
$24,019
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
850
shares
|
$23,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
842
shares
|
$23,517
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
800
shares
|
$22,344
0.0% of portfolio
|
Q3 2022
Reduced 25.93%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
736
shares
|
$20,556
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
692
shares
|
$19,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
622
shares
|
$17,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
614
shares
|
$17,149
0.0% of portfolio
|
Q2 2018
Reduced 7.53%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
600
shares
|
$16,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
585
shares
|
$16,339
0.0% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$13,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
485
shares
|
$13,546
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
482
shares
|
$13,462
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
396
shares
|
$11,060
0.0% of portfolio
|
Q1 2025
Added 39500.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
395
shares
|
$11,032
0.01% of portfolio
|
Q2 2025
New holding
|