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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
129,503
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
129,406
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.59%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
126,442
shares
|
$3.53 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
126,193
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
123,009
shares
|
$3.44 Million
0.08% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
121,925
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2021
Reduced 7.72%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
121,157
shares
|
$3.38 Million
0.07% of portfolio
|
Q2 2025
Added 35.75%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
120,837
shares
|
$3.37 Million
0.12% of portfolio
|
Q2 2025
Added 98.62%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
117,735
shares
|
$3.29 Million
0.02% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
117,147
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
115,243
shares
|
$3.22 Million
0.37% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
114,695
shares
|
$3.2 Million
0.14% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
110,858
shares
|
$3.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
110,481
shares
|
$3.09 Million
0.08% of portfolio
|
Q2 2025
Added 58.5%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
107,225
shares
|
$2.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
104,051
shares
|
$2.91 Million
0.23% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
103,870
shares
|
$2.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
101,513
shares
|
$2.84 Million
0.55% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
100,767
shares
|
$2.81 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
97,920
shares
|
$2.73 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
96,804
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
96,030
shares
|
$2.68 Million
0.18% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
95,651
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
Added 91.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
92,454
shares
|
$2.58 Million
0.1% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
92,054
shares
|
$2.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.56%
|