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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,769
shares
|
$117,442
0.01% of portfolio
|
Q3 2025
Added 267.71%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,673
shares
|
$114,450
0.0% of portfolio
|
Q3 2025
Added 60.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,651
shares
|
$113,765
0.0% of portfolio
|
Q1 2022
Added 17.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,624
shares
|
$112,923
0.01% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,387
shares
|
$105,538
0.0% of portfolio
|
Q4 2025
Reduced 72.34%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,279
shares
|
$102,173
0.02% of portfolio
|
Q2 2021
Reduced 24.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,254
shares
|
$101,394
0.0% of portfolio
|
Q4 2025
Added 685.99%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
3,250
shares
|
$101,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,250
shares
|
$101,270
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,200
shares
|
$99,712
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
3,109
shares
|
$96,876
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
3,026
shares
|
$94,290
0.03% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,564
shares
|
$79,894
0.01% of portfolio
|
Q3 2025
Reduced 34.54%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
2,520
shares
|
$78,523
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$77,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,225
shares
|
$69,331
0.01% of portfolio
|
Q1 2025
Added 111150.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
2,135
shares
|
$66,526
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,965
shares
|
$61,229
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,732
shares
|
$53,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,600
shares
|
$49,856
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,537
shares
|
$47,892
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
1,518
shares
|
$47,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,500
shares
|
$46,740
0.0% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$46,740
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$46,740
0.01% of portfolio
|
Q4 2024
Reduced 42.51%
|
|