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 $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
597,781
shares
|
$16.7 Million
0.16% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
572,423
shares
|
$16 Million
3.14% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
545,100
shares
|
$15.2 Million
0.08% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
543,915
shares
|
$15.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
540,386
shares
|
$15.1 Million
4.74% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
536,004
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,777
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
518,149
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
502,155
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
Aug 14, 2025 Q2 2025 |
490,593
shares
|
$13.7 Million
12.58% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
488,158
shares
|
$13.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
482,843
shares
|
$13.5 Million
0.24% of portfolio
|
Q2 2025
Added 49.95%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
459,731
shares
|
$12.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
456,451
shares
|
$12.7 Million
1.08% of portfolio
|
Q2 2025
Added 982.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
447,302
shares
|
$12.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
407,618
shares
|
$11.4 Million
9.65% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
405,197
shares
|
$11.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
396,000
shares
|
$11.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
380,575
shares
|
$10.6 Million
0.19% of portfolio
|
Q2 2025
Added 117.67%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
371,431
shares
|
$10.4 Million
7.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
363,455
shares
|
$10.2 Million
9.11% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
359,487
shares
|
$10 Million
0.7% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
355,694
shares
|
$9.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
346,603
shares
|
$9.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.18%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
341,901
shares
|
$9.55 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.98%
|