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 630 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 $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,200
shares
|
$37,392
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,175
shares
|
$36,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,140
shares
|
$35,522
0.01% of portfolio
|
Q3 2023
Reduced 46.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,103
shares
|
$34,369
0.0% of portfolio
|
Q4 2024
Added 187.99%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,090
shares
|
$33,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,088
shares
|
$33,902
0.01% of portfolio
|
Q2 2025
Added 59.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,064
shares
|
$33,154
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,008
shares
|
$31,409
0.0% of portfolio
|
Q2 2024
Reduced 88.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$31,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$31,160
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,000
shares
|
$31,160
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
951
shares
|
$29,633
0.01% of portfolio
|
Q3 2025
Reduced 34.46%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
903
shares
|
$28,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
859
shares
|
$26,766
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
850
shares
|
$26,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
842
shares
|
$26,236
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
800
shares
|
$24,928
0.01% of portfolio
|
Q3 2022
Reduced 25.93%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
736
shares
|
$22,933
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
692
shares
|
$21,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
622
shares
|
$19,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
614
shares
|
$19,132
0.0% of portfolio
|
Q2 2018
Reduced 7.53%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
600
shares
|
$18,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
585
shares
|
$18,228
0.0% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
500
shares
|
$15,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
485
shares
|
$15,112
0.01% of portfolio
|
Q1 2025
New holding
|
|