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 618 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$8,552
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
284
shares
|
$8,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
259
shares
|
$7,718
0.0% of portfolio
|
Q2 2025
Reduced 85.23%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$7,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
236
shares
|
$7,032
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
218
shares
|
$6,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$4,648
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
150
shares
|
$4,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
118
shares
|
$3,516
4.9% of portfolio
|
Q3 2025
Added 50301.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
105
shares
|
$3,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$1,490
0.0% of portfolio
|
Q3 2022
Reduced 90.91%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
47
shares
|
$1,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
46
shares
|
$1,370
0.0% of portfolio
|
Q1 2022
Reduced 98.58%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
45
shares
|
$1,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
30
shares
|
$894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30
shares
|
$894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
5
shares
|
$149
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|