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 $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
70,267
shares
|
$1.96 Million
2.18% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
69,385
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
69,072
shares
|
$1.93 Million
0.75% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
68,747
shares
|
$1.92 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
67,837
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
66,691
shares
|
$1.86 Million
0.81% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
66,647
shares
|
$1.86 Million
1.5% of portfolio
|
Q3 2023
New holding
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
65,599
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
65,000
shares
|
$1.82 Million
3.87% of portfolio
|
Q2 2025
New holding
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
65,000
shares
|
$1.82 Million
1.39% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
63,035
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 29.2%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
62,900
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 454.19%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
62,201
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
61,838
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Added 52.88%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
61,400
shares
|
$1.71 Million
0.2% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
60,329
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Avenir Corp
Washington, DC |
Aug 14, 2025 Q2 2025 |
60,310
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2025
Added 55.2%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
60,182
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2023
Reduced 23.82%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
60,135
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
59,915
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
59,750
shares
|
$1.67 Million
0.56% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
59,474
shares
|
$1.66 Million
4.55% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
59,358
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
58,351
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
56,889
shares
|
$1.59 Million
0.48% of portfolio
|
Q2 2025
Reduced 49.96%
|