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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$6,147
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
236
shares
|
$5,055
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
172
shares
|
$3,684
0.0% of portfolio
|
Q3 2024
Added 681.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
169
shares
|
$3,619
0.0% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
167
shares
|
$3,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
156
shares
|
$3,341
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$2,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
100
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$1,071
0.0% of portfolio
|
Q3 2022
Reduced 90.91%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$985
0.0% of portfolio
|
Q1 2022
Reduced 98.58%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$107
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2021
New holding
|