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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
77,209
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
76,747
shares
|
$2.39 Million
0.69% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
76,409
shares
|
$2.38 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
74,065
shares
|
$2.31 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
73,900
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
73,214
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
72,700
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
71,825
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
70,878
shares
|
$2.21 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
70,799
shares
|
$2.21 Million
0.82% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
70,515
shares
|
$2.2 Million
0.37% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
70,078
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Added 64.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
67,843
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
67,035
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
66,647
shares
|
$2.08 Million
1.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
65,676
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
65,599
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
65,544
shares
|
$2.04 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
65,000
shares
|
$2.03 Million
1.55% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
63,035
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
61,597
shares
|
$1.92 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
61,400
shares
|
$1.91 Million
0.22% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
60,988
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
60,837
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 49.65%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
60,603
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
Added 7.58%
|
|