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 $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
91,329
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 43.59%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
89,525
shares
|
$2.5 Million
2.52% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
89,220
shares
|
$2.49 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
88,930
shares
|
$2.48 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
87,951
shares
|
$2.46 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
87,533
shares
|
$2.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
St. James Investment Company, LLC
|
Jul 30, 2025 Q2 2025 |
87,465
shares
|
$2.44 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
87,324
shares
|
$2.44 Million
0.51% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
84,915
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2023
Added 2.6%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
84,776
shares
|
$2.37 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82,793
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
81,432
shares
|
$2.27 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
80,591
shares
|
$2.25 Million
0.8% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
80,411
shares
|
$2.25 Million
0.54% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
80,409
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
77,964
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
77,865
shares
|
$2.17 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
76,656
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
76,029
shares
|
$2.12 Million
0.59% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
74,065
shares
|
$2.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
73,199
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Added 106.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
72,700
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
71,543
shares
|
$2 Million
1.45% of portfolio
|
Q2 2025
Reduced 51.88%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
71,277
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 224.24%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
71,206
shares
|
$1.99 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.33%
|