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 |
|---|---|---|---|---|---|
|
St. James Investment Company, LLC
|
Apr 28, 2025 Q1 2025 |
89,145
shares
|
$2.35 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
88,930
shares
|
$2.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
88,767
shares
|
$2.34 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
87,951
shares
|
$2.31 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
84,915
shares
|
$2.23 Million
0.09% of portfolio
|
Q2 2023
Added 2.6%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
84,776
shares
|
$2.23 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
84,344
shares
|
$2.22 Million
0.54% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
84,029
shares
|
$2.21 Million
0.34% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82,793
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
80,891
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
80,411
shares
|
$2.12 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
|
$2.12 Million
0.14% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
78,702
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Added 61.93%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
78,163
shares
|
$2.06 Million
0.81% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
77,865
shares
|
$2.05 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
72,700
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
71,250
shares
|
$1.87 Million
0.55% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
71,206
shares
|
$1.87 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
70,327
shares
|
$1.85 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
69,704
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
69,607
shares
|
$1.83 Million
0.22% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
69,072
shares
|
$1.82 Million
0.75% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
68,495
shares
|
$1.8 Million
0.05% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
68,391
shares
|
$1.8 Million
0.88% of portfolio
|
Q1 2021
Added 9.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
68,379
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 55.41%
|