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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
500
shares
|
$15,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
485
shares
|
$15,112
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
482
shares
|
$15,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
475
shares
|
$14,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
436
shares
|
$13,585
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
414
shares
|
$12,900
0.0% of portfolio
|
Q3 2025
Reduced 93.69%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
400
shares
|
$12,464
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
395
shares
|
$12,308
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
350
shares
|
$10,906
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$8,942
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
287
shares
|
$8,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
284
shares
|
$8,849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
259
shares
|
$8,070
0.0% of portfolio
|
Q2 2025
Reduced 85.23%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$7,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
236
shares
|
$7,353
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
218
shares
|
$6,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
200
shares
|
$6,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$4,860
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
150
shares
|
$4,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
118
shares
|
$3,676
4.9% of portfolio
|
Q3 2025
Added 50301.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
105
shares
|
$3,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$1,558
0.0% of portfolio
|
Q3 2022
Reduced 90.91%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
47
shares
|
$1,464
0.0% of portfolio
|
Q2 2025
New holding
|
|