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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
244,517
shares
|
$6.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
237,840
shares
|
$6.26 Million
0.11% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
236,297
shares
|
$6.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
235,871
shares
|
$6.21 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
232,141
shares
|
$6.11 Million
1.91% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
231,165
shares
|
$6.08 Million
0.05% of portfolio
|
Q1 2025
Added 47.23%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
231,083
shares
|
$6.08 Million
1.2% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
230,583
shares
|
$6.07 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
227,166
shares
|
$5.98 Million
1.19% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
214,134
shares
|
$5.63 Million
2.75% of portfolio
|
Q4 2022
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
213,922
shares
|
$5.63 Million
4.62% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
213,262
shares
|
$5.61 Million
3.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
209,390
shares
|
$5.51 Million
1.04% of portfolio
|
Q4 2022
New holding
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
204,857
shares
|
$5.39 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
197,208
shares
|
$5.19 Million
3.98% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
194,820
shares
|
$5.13 Million
1.58% of portfolio
|
Q1 2025
Added 79.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
194,247
shares
|
$5.11 Million
0.1% of portfolio
|
Q1 2025
Added 35.23%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
192,955
shares
|
$5.08 Million
3.66% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
186,991
shares
|
$4.92 Million
1.19% of portfolio
|
Q2 2025
Added 58.99%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
186,978
shares
|
$4.92 Million
0.12% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
180,448
shares
|
$4.75 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
179,507
shares
|
$4.72 Million
1.61% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
178,598
shares
|
$4.7 Million
1.33% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
170,885
shares
|
$4.5 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
170,064
shares
|
$4.47 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.76%
|