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 485 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
127,601
shares
|
$2.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
127,354
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
126,442
shares
|
$2.58 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
121,925
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
121,925
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2021
Reduced 7.72%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
120,837
shares
|
$2.47 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
118,012
shares
|
$2.41 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
114,862
shares
|
$2.34 Million
0.41% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
114,773
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
114,132
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2023
Reduced 87.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
112,260
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
110,608
shares
|
$2.26 Million
2.32% of portfolio
|
Q3 2024
Reduced 29.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
110,000
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2024
Added 184.94%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
108,420
shares
|
$2.21 Million
0.67% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
108,339
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
108,099
shares
|
$2.21 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
106,634
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
103,870
shares
|
$2.12 Million
0.14% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
101,480
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
97,956
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 55.21%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
97,743
shares
|
$1.99 Million
0.11% of portfolio
|
Q3 2024
Added 435.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
97,676
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
97,181
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
95,754
shares
|
$1.95 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
95,596
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2024
Added 1.2%
|