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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
121,925
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
121,925
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2021
Reduced 7.72%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
121,157
shares
|
$3.19 Million
0.07% of portfolio
|
Q2 2025
Added 35.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
118,553
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Added 546.56%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
117,735
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
116,005
shares
|
$3.05 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
115,243
shares
|
$3.03 Million
0.37% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
115,029
shares
|
$3.03 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
114,695
shares
|
$3.02 Million
0.14% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
113,691
shares
|
$2.99 Million
1.38% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
113,634
shares
|
$2.99 Million
0.43% of portfolio
|
Q1 2025
Added 667.28%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
110,882
shares
|
$2.92 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
107,420
shares
|
$2.83 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
105,147
shares
|
$2.77 Million
3.33% of portfolio
|
Q1 2025
Added 80.2%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
104,482
shares
|
$2.75 Million
0.16% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
101,100
shares
|
$2.66 Million
0.25% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
100,767
shares
|
$2.65 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
100,573
shares
|
$2.65 Million
0.13% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
99,513
shares
|
$2.62 Million
0.61% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
97,973
shares
|
$2.58 Million
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
97,335
shares
|
$2.56 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
96,804
shares
|
$2.55 Million
0.11% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
92,054
shares
|
$2.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
91,682
shares
|
$2.41 Million
0.1% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
89,220
shares
|
$2.35 Million
0.28% of portfolio
|
Q1 2025
New holding
|