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 636 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 $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
15,640
shares
|
$487,342
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
15,573
shares
|
$485,254
0.36% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,528
shares
|
$483,852
0.02% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
15,488
shares
|
$482,606
0.33% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
15,481
shares
|
$482,387
0.05% of portfolio
|
Q4 2025
Reduced 66.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
15,000
shares
|
$467,400
0.01% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$467,400
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
14,908
shares
|
$464,533
0.01% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,835
shares
|
$462,258
0.15% of portfolio
|
Q3 2025
Reduced 23.07%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
14,710
shares
|
$458,363
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
14,417
shares
|
$449,233
0.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
14,173
shares
|
$441,630
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,159
shares
|
$441,194
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
14,000
shares
|
$436,240
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
13,889
shares
|
$432,781
0.01% of portfolio
|
Q1 2024
Reduced 17.64%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
13,847
shares
|
$431,472
0.05% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
13,705
shares
|
$427,047
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
13,552
shares
|
$422,280
0.13% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,526
shares
|
$421,470
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
13,374
shares
|
$416,733
0.0% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
13,330
shares
|
$415,362
0.08% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
13,289
shares
|
$414,085
0.08% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,200
shares
|
$411,312
0.09% of portfolio
|
Q3 2021
Reduced 7.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,135
shares
|
$409,286
0.01% of portfolio
|
Q3 2025
Reduced 78.08%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,067
shares
|
$407,167
0.02% of portfolio
|
Q3 2025
Reduced 83.95%
|
|