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 |
---|---|---|---|---|---|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
236
shares
|
$6,209
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
210
shares
|
$5,525
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$4,104
0.0% of portfolio
|
Q1 2023
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$1,315
0.0% of portfolio
|
Q3 2022
Reduced 90.91%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46
shares
|
$1,210
0.0% of portfolio
|
Q1 2022
Reduced 98.58%
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30
shares
|
$789
0.0% of portfolio
|
Q1 2025
New holding
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$131
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
|