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 634 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 $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
102,189
shares
|
$3.18 Million
0.48% of portfolio
|
Q3 2025
Added 484.0%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
99,875
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
99,113
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
98,601
shares
|
$3.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
98,168
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 66.69%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
95,651
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Added 91.69%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 14, 2026 Q4 2025 |
95,294
shares
|
$2.97 Million
2.04% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
94,272
shares
|
$2.94 Million
0.57% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
92,892
shares
|
$2.89 Million
0.66% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
92,222
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
92,164
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
91,527
shares
|
$2.85 Million
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
88,930
shares
|
$2.77 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
St. James Investment Company, LLC
|
Oct 29, 2025 Q3 2025 |
88,190
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
88,000
shares
|
$2.74 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
87,551
shares
|
$2.73 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
86,507
shares
|
$2.7 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
85,000
shares
|
$2.65 Million
5.3% of portfolio
|
Q4 2025
Added 30.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
84,601
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
80,050
shares
|
$2.49 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
79,401
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2025
Added 66.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
79,036
shares
|
$2.46 Million
0.15% of portfolio
|
Q3 2025
Added 53.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
78,602
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2025
Added 60.09%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
77,763
shares
|
$2.42 Million
2.75% of portfolio
|
Q3 2025
Added 10.67%
|
|