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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
10,000
shares
|
$311,600
0.24% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$311,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$311,600
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
10,000
shares
|
$311,600
0.13% of portfolio
|
Q2 2023
Reduced 47.64%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$311,600
0.11% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$311,600
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,962
shares
|
$310,415
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
9,896
shares
|
$308,359
0.01% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
9,729
shares
|
$303,155
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,702
shares
|
$302,314
0.0% of portfolio
|
Q3 2025
Added 2602.51%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
9,586
shares
|
$298,699
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
9,561
shares
|
$297,920
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
9,500
shares
|
$296,020
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
9,035
shares
|
$281,530
0.08% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
9,000
shares
|
$280,440
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
8,936
shares
|
$278,445
0.01% of portfolio
|
Q4 2025
Added 137.09%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
8,935
shares
|
$278,414
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,920
shares
|
$277,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
8,786
shares
|
$273,771
0.1% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
8,750
shares
|
$272,650
0.08% of portfolio
|
Q2 2018
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
8,712
shares
|
$271,465
0.21% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
8,700
shares
|
$271,092
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
8,645
shares
|
$269,378
0.04% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,600
shares
|
$267,976
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,578
shares
|
$267,290
0.07% of portfolio
|
Q3 2025
Added 2.14%
|
|