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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,200
shares
|
$273,636
0.09% of portfolio
|
Q3 2021
Reduced 7.04%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$269,490
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
12,900
shares
|
$267,417
0.05% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
12,617
shares
|
$261,550
0.01% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
12,595
shares
|
$261,094
0.02% of portfolio
|
Q2 2024
Added 24.09%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
12,540
shares
|
$259,954
0.09% of portfolio
|
Q2 2020
Added 7500.0%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,500
shares
|
$259,125
0.0% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,488
shares
|
$258,876
0.0% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,474
shares
|
$258,586
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,133
shares
|
$251,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
12,113
shares
|
$251,102
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
12,000
shares
|
$248,760
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,987
shares
|
$248,490
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
11,972
shares
|
$248,179
0.1% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,951
shares
|
$247,744
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,700
shares
|
$242,541
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
11,613
shares
|
$240,737
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,600
shares
|
$240,468
0.05% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
11,589
shares
|
$240,239
0.05% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,522
shares
|
$238,851
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
11,427
shares
|
$236,881
0.19% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,427
shares
|
$236,881
0.02% of portfolio
|
Q2 2023
Added 12.68%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
11,375
shares
|
$235,803
0.06% of portfolio
|
Q2 2023
Added 4.95%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
11,220
shares
|
$232,590
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,211
shares
|
$232,404
0.01% of portfolio
|
Q3 2024
Added 11111.0%
|