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 489 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
928,832
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2024
Added 114.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
921,114
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
904,758
shares
|
$19.4 Million
11.12% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
883,454
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
881,258
shares
|
$18.9 Million
5.86% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
842,930
shares
|
$18.1 Million
10.8% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
824,027
shares
|
$17.7 Million
12.64% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
815,943
shares
|
$17.5 Million
4.24% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
757,202
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
724,883
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2024
Added 72.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
666,973
shares
|
$14.3 Million
0.95% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
658,972
shares
|
$14.1 Million
0.14% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
632,945
shares
|
$13.6 Million
0.16% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
618,340
shares
|
$13.2 Million
0.33% of portfolio
|
Q4 2023
Reduced 28.27%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
615,590
shares
|
$13.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
615,060
shares
|
$13.2 Million
2.97% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
607,732
shares
|
$13 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
607,670
shares
|
$13 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
580,131
shares
|
$12.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
550,280
shares
|
$11.8 Million
1.38% of portfolio
|
Q1 2024
Added 1039.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,777
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
498,430
shares
|
$10.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
492,155
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
485,493
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
482,298
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.75%
|