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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
571,700
shares
|
$15 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
559,844
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
554,485
shares
|
$14.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
553,280
shares
|
$14.6 Million
1.48% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
551,702
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2025
Added 213.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
536,004
shares
|
$14.1 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
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
510,372
shares
|
$13.4 Million
4.33% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
502,155
shares
|
$13.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
499,516
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
May 15, 2025 Q1 2025 |
490,593
shares
|
$12.9 Million
13.47% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
488,158
shares
|
$12.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
459,731
shares
|
$12.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
456,451
shares
|
$12 Million
1.08% of portfolio
|
Q2 2025
Added 982.59%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
455,670
shares
|
$12 Million
4.08% of portfolio
|
Q1 2025
Added 353.85%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
429,114
shares
|
$11.3 Million
0.88% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Manatuck Hill Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
412,500
shares
|
$10.9 Million
4.98% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
412,105
shares
|
$10.8 Million
0.06% of portfolio
|
Q1 2025
Added 2489.9%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
407,618
shares
|
$10.7 Million
9.65% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
406,043
shares
|
$10.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
405,197
shares
|
$10.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
396,000
shares
|
$10.4 Million
1.34% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
385,039
shares
|
$10.1 Million
10.74% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
380,575
shares
|
$10 Million
0.19% of portfolio
|
Q2 2025
Added 117.67%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
364,930
shares
|
$9.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.15%
|