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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
183,516
shares
|
$5.13 Million
1.34% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
179,507
shares
|
$5.01 Million
1.61% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
170,885
shares
|
$4.77 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
170,700
shares
|
$4.77 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
170,064
shares
|
$4.75 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Phraction Management LLC
Stamford, CT |
Jul 21, 2025 Q2 2025 |
168,463
shares
|
$4.71 Million
1.55% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
164,410
shares
|
$4.59 Million
0.19% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
163,557
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2025
Added 108.77%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
161,290
shares
|
$4.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Oberndorf William E
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
161,074
shares
|
$4.5 Million
5.29% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
160,105
shares
|
$4.47 Million
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
155,591
shares
|
$4.35 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.93%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
155,072
shares
|
$4.33 Million
3.34% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
147,316
shares
|
$4.11 Million
2.83% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
146,884
shares
|
$4.1 Million
1.19% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
145,683
shares
|
$4.07 Million
0.54% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
141,030
shares
|
$3.94 Million
0.13% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
140,815
shares
|
$3.93 Million
0.08% of portfolio
|
Q2 2025
Added 44.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
139,534
shares
|
$3.9 Million
0.19% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
135,416
shares
|
$3.78 Million
1.62% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
134,958
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
134,145
shares
|
$3.75 Million
0.16% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
133,900
shares
|
$3.74 Million
3.83% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
132,595
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
130,919
shares
|
$3.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|