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 628 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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
562,516
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
545,100
shares
|
$17 Million
0.08% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
543,915
shares
|
$16.9 Million
1.26% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
539,205
shares
|
$16.8 Million
2.84% of portfolio
|
Q4 2025
Reduced 6.41%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
533,902
shares
|
$16.6 Million
5.17% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
524,900
shares
|
$16.4 Million
0.28% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,777
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
509,857
shares
|
$15.9 Million
0.15% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
508,322
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2025
Added 552.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
505,526
shares
|
$15.8 Million
0.33% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
502,155
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
477,575
shares
|
$14.9 Million
1.24% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
Nov 14, 2025 Q3 2025 |
462,140
shares
|
$14.4 Million
12.29% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
439,713
shares
|
$13.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
407,618
shares
|
$12.7 Million
9.65% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
403,612
shares
|
$12.6 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
396,000
shares
|
$12.3 Million
1.56% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
380,275
shares
|
$11.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
377,026
shares
|
$11.7 Million
0.56% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
374,677
shares
|
$11.7 Million
0.18% of portfolio
|
Q3 2025
Added 35.7%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
374,518
shares
|
$11.7 Million
7.55% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
372,023
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
364,175
shares
|
$11.3 Million
10.75% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
355,694
shares
|
$11.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
353,151
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|