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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,751
shares
|
$347,248
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
16,725
shares
|
$346,709
0.09% of portfolio
|
Q3 2024
Added 60.82%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
16,621
shares
|
$344,553
0.01% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
16,400
shares
|
$339,972
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
16,345
shares
|
$338,831
0.04% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
16,267
shares
|
$337,214
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,959
shares
|
$330,830
0.03% of portfolio
|
Q2 2022
Added 14.61%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
15,866
shares
|
$328,902
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,510
shares
|
$321,522
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
15,488
shares
|
$321,066
0.33% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
15,460
shares
|
$320,485
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
15,000
shares
|
$310,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
15,000
shares
|
$310,950
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
14,417
shares
|
$298,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
14,296
shares
|
$296,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
14,173
shares
|
$293,806
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
13,982
shares
|
$289,846
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,917
shares
|
$288,499
0.01% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
13,889
shares
|
$287,918
0.01% of portfolio
|
Q1 2024
Reduced 17.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
13,888
shares
|
$287,898
0.02% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,710
shares
|
$284,208
0.01% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,705
shares
|
$284,104
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
13,500
shares
|
$279,855
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
13,338
shares
|
$276,496
0.01% of portfolio
|
Q3 2023
Reduced 26.46%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
13,245
shares
|
$274,568
0.08% of portfolio
|
Q3 2024
Reduced 2.34%
|