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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,191
shares
|
$348,711
0.04% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,127
shares
|
$346,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
11,111
shares
|
$346,218
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
11,087
shares
|
$345,470
0.01% of portfolio
|
Q3 2025
Reduced 60.74%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
11,035
shares
|
$343,850
0.03% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,020
shares
|
$343,383
0.24% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,870
shares
|
$338,709
0.01% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
10,776
shares
|
$335,780
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,670
shares
|
$332,477
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
10,521
shares
|
$327,834
16.91% of portfolio
|
Q3 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,498
shares
|
$327,117
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,493
shares
|
$326,961
0.01% of portfolio
|
Q2 2023
Added 47.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,456
shares
|
$325,808
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,410
shares
|
$324,375
0.0% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
10,380
shares
|
$323,440
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
10,308
shares
|
$321,197
0.03% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
10,302
shares
|
$321,010
0.2% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,286
shares
|
$320,511
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
10,250
shares
|
$319,390
0.02% of portfolio
|
Q2 2019
Reduced 16.33%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
10,250
shares
|
$319,390
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
10,216
shares
|
$318,330
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
10,200
shares
|
$317,832
0.05% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
10,200
shares
|
$317,832
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,151
shares
|
$316,305
0.01% of portfolio
|
Q3 2025
Added 45.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,047
shares
|
$313,064
0.01% of portfolio
|
Q3 2025
Reduced 43.19%
|
|