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 485 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
485,493
shares
|
$9.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
481,179
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
473,995
shares
|
$9.67 Million
0.02% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
462,448
shares
|
$9.43 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
460,653
shares
|
$9.4 Million
3.08% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
456,066
shares
|
$9.3 Million
3.09% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
415,345
shares
|
$8.47 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
412,406
shares
|
$8.41 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
407,618
shares
|
$8.32 Million
9.65% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
396,000
shares
|
$8.08 Million
0.86% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
395,289
shares
|
$8.06 Million
0.0% of portfolio
|
Q3 2024
Added 74.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
388,832
shares
|
$7.93 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
386,605
shares
|
$7.89 Million
8.6% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
368,532
shares
|
$7.52 Million
0.02% of portfolio
|
Q3 2024
Added 34.76%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
Nov 14, 2024 Q3 2024 |
365,000
shares
|
$7.45 Million
10.31% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
343,007
shares
|
$7 Million
5.53% of portfolio
|
Q2 2023
Added 15.45%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
327,068
shares
|
$6.67 Million
1.59% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
324,000
shares
|
$6.61 Million
0.06% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
323,524
shares
|
$6.6 Million
7.64% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
315,479
shares
|
$6.44 Million
0.17% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
312,207
shares
|
$6.37 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
309,102
shares
|
$6.31 Million
1.64% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
306,100
shares
|
$6.24 Million
0.13% of portfolio
|
Q2 2024
Added 35.14%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
302,981
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
299,167
shares
|
$6.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.09%
|