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 488 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
21,225
shares
|
$439,994
0.01% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
21,000
shares
|
$435,330
0.01% of portfolio
|
Q3 2022
Reduced 7.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
20,814
shares
|
$431,474
0.01% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
20,696
shares
|
$429,028
0.02% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,082
shares
|
$416,299
0.01% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
19,446
shares
|
$403,115
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
19,337
shares
|
$400,856
0.0% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
19,232
shares
|
$398,679
0.21% of portfolio
|
Q2 2024
Added 16.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,226
shares
|
$398,554
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
19,110
shares
|
$396,150
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
19,065
shares
|
$395,217
0.32% of portfolio
|
Q1 2024
Added 34.7%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,615
shares
|
$385,888
0.08% of portfolio
|
Q2 2020
Reduced 15.24%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
18,572
shares
|
$384,997
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
18,483
shares
|
$383,152
0.14% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
18,000
shares
|
$373,140
0.12% of portfolio
|
Q3 2023
Reduced 48.57%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
17,939
shares
|
$371,875
0.07% of portfolio
|
Q3 2022
Added 26.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,675
shares
|
$366,402
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
17,522
shares
|
$363,231
0.02% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
17,435
shares
|
$361,427
0.21% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
17,348
shares
|
$359,624
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
17,203
shares
|
$356,618
0.0% of portfolio
|
Q4 2021
Added 273.73%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,180
shares
|
$356,141
0.0% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
17,154
shares
|
$355,602
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,938
shares
|
$351,124
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,902
shares
|
$350,378
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|