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 |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
341,901
shares
|
$9 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
336,088
shares
|
$8.84 Million
7.91% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
335,373
shares
|
$8.82 Million
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
330,552
shares
|
$8.7 Million
0.16% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
326,455
shares
|
$8.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
322,011
shares
|
$8.47 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
320,153
shares
|
$8.42 Million
1.61% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
313,238
shares
|
$8.24 Million
0.45% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
308,088
shares
|
$8.11 Million
0.33% of portfolio
|
Q2 2025
Added 502.59%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
305,151
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
300,205
shares
|
$7.9 Million
0.02% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
300,116
shares
|
$7.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
299,475
shares
|
$7.88 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
298,629
shares
|
$7.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
295,959
shares
|
$7.79 Million
5.39% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
294,738
shares
|
$7.75 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
285,509
shares
|
$7.51 Million
0.01% of portfolio
|
Q1 2025
Added 48.94%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
282,293
shares
|
$7.43 Million
1.09% of portfolio
|
Q1 2025
Reduced 39.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
277,878
shares
|
$7.31 Million
0.16% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Courage Capital Management LLC
Nashville, TN |
May 14, 2025 Q1 2025 |
264,500
shares
|
$6.96 Million
12.99% of portfolio
|
Q2 2023
Added 31.59%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
259,978
shares
|
$6.84 Million
3.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
259,180
shares
|
$6.82 Million
0.23% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
257,811
shares
|
$6.78 Million
0.38% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
257,340
shares
|
$6.77 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
251,791
shares
|
$6.62 Million
1.27% of portfolio
|
Q1 2025
Added 1.77%
|