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 632 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 $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
9,552,402
shares
|
$298 Million
4.58% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8,791,732
shares
|
$274 Million
0.04% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,714,455
shares
|
$178 Million
0.01% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,464,759
shares
|
$170 Million
0.68% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,649,181
shares
|
$145 Million
2.96% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,538,192
shares
|
$141 Million
8.58% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,261,570
shares
|
$133 Million
13.73% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,943,738
shares
|
$123 Million
1.73% of portfolio
|
Q4 2023
Reduced 2.43%
|
|
|
Jupiter Asset Management LTD
|
Nov 10, 2025 Q3 2025 |
3,145,855
shares
|
$98 Million
0.82% of portfolio
|
Q3 2025
Added 39.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,628,030
shares
|
$81.9 Million
0.21% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,460,899
shares
|
$76.7 Million
0.16% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
2,368,990
shares
|
$73.8 Million
1.63% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,265,812
shares
|
$70.6 Million
2.93% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
2,064,346
shares
|
$64.3 Million
9.72% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,931,518
shares
|
$60.2 Million
0.02% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,836,334
shares
|
$57.2 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,786,962
shares
|
$55.7 Million
0.07% of portfolio
|
Q3 2025
Added 49.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,755,320
shares
|
$54.7 Million
0.01% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,655,642
shares
|
$51.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,612,133
shares
|
$50.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,602,282
shares
|
$49.9 Million
0.02% of portfolio
|
Q3 2024
Added 73.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,550,102
shares
|
$48.3 Million
0.06% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,457,713
shares
|
$45.4 Million
0.38% of portfolio
|
Q3 2025
Added 143.85%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2025 Q3 2025 |
1,448,500
shares
|
$45.1 Million
25.96% of portfolio
|
Q4 2020
Reduced 2.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,198,630
shares
|
$37.3 Million
0.06% of portfolio
|
Q3 2025
Added 3.1%
|
|