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 628 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
139,534
shares
|
$4.35 Million
0.19% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
134,504
shares
|
$4.19 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
134,145
shares
|
$4.18 Million
0.16% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
133,900
shares
|
$4.17 Million
3.83% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
130,603
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
129,503
shares
|
$4.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
129,406
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
128,408
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
126,442
shares
|
$3.94 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
124,396
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
123,143
shares
|
$3.84 Million
0.1% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
123,009
shares
|
$3.83 Million
0.08% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
121,925
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2021
Reduced 7.72%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
119,988
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
117,064
shares
|
$3.65 Million
0.14% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
114,862
shares
|
$3.58 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
114,695
shares
|
$3.57 Million
0.14% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
114,360
shares
|
$3.56 Million
0.86% of portfolio
|
Q3 2025
Added 101.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
112,905
shares
|
$3.52 Million
0.12% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
110,003
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 96.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
109,561
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
104,981
shares
|
$3.27 Million
0.6% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
104,966
shares
|
$3.27 Million
2.38% of portfolio
|
Q3 2025
Added 34.81%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
104,829
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
103,476
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Added 24.98%
|
|