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 485 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
49,515
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.47%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49,486
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Added 0.55%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
48,901
shares
|
$997,580
0.41% of portfolio
|
Q2 2024
Added 59.98%
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
48,872
shares
|
$996,988
0.01% of portfolio
|
Q2 2024
Added 12.59%
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
47,366
shares
|
$966,266
0.6% of portfolio
|
Q3 2024
Added 6.9%
|
|
Lane Generational LLC
|
Nov 13, 2024 Q3 2024 |
47,244
shares
|
$963,777
1.27% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
46,687
shares
|
$952,414
0.51% of portfolio
|
Q3 2024
Added 8.36%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
46,064
shares
|
$939,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,804
shares
|
$934,401
0.0% of portfolio
|
Q2 2023
Reduced 51.63%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
45,729
shares
|
$932,871
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
45,600
shares
|
$930,239
0.1% of portfolio
|
Q4 2023
Reduced 6.37%
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
44,827
shares
|
$914,470
0.03% of portfolio
|
Q3 2024
Reduced 24.94%
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
44,800
shares
|
$913,919
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
44,581
shares
|
$909,452
0.02% of portfolio
|
Q3 2024
New holding
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
44,411
shares
|
$905,984
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
43,700
shares
|
$891,479
0.09% of portfolio
|
Q3 2024
Added 1.63%
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
43,675
shares
|
$890,969
0.1% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
43,654
shares
|
$890,541
0.0% of portfolio
|
Q3 2024
Added 4.68%
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
43,608
shares
|
$889,603
0.16% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
43,532
shares
|
$888,052
0.02% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
42,207
shares
|
$861,022
0.28% of portfolio
|
Q4 2023
New holding
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
41,612
shares
|
$848,884
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
41,250
shares
|
$841,499
0.23% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
41,161
shares
|
$839,684
0.6% of portfolio
|
Q3 2024
Added 1.35%
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
41,084
shares
|
$838,113
0.18% of portfolio
|
Q4 2023
Added 0.15%
|