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 $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
258,356
shares
|
$7.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
257,811
shares
|
$7.2 Million
0.38% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
254,542
shares
|
$7.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
253,080
shares
|
$7.07 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
243,409
shares
|
$6.8 Million
0.12% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
237,065
shares
|
$6.62 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
232,141
shares
|
$6.48 Million
1.91% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
227,655
shares
|
$6.36 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
227,655
shares
|
$6.36 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
227,166
shares
|
$6.34 Million
1.19% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
221,171
shares
|
$6.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
218,952
shares
|
$6.12 Million
0.08% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
215,406
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2025
Added 40.31%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
214,134
shares
|
$5.98 Million
2.75% of portfolio
|
Q4 2022
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
213,922
shares
|
$5.97 Million
4.62% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
209,531
shares
|
$5.85 Million
2.95% of portfolio
|
Q2 2025
Reduced 96.06%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
209,479
shares
|
$5.85 Million
1.06% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
209,390
shares
|
$5.85 Million
1.04% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
205,995
shares
|
$5.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
204,857
shares
|
$5.72 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
198,588
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Added 94465.71%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
197,208
shares
|
$5.51 Million
3.98% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
192,955
shares
|
$5.39 Million
3.66% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
186,991
shares
|
$5.22 Million
1.19% of portfolio
|
Q2 2025
Added 58.99%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
186,978
shares
|
$5.22 Million
0.12% of portfolio
|
Q2 2025
Added 1.63%
|