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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
128,772
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
127,601
shares
|
$2.73 Million
0.52% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
126,442
shares
|
$2.71 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
123,431
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
121,925
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2021
Reduced 7.72%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
121,925
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
118,012
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
116,490
shares
|
$2.5 Million
2.69% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
114,862
shares
|
$2.46 Million
0.37% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
114,773
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
114,132
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2023
Reduced 87.98%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
112,593
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
112,260
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
110,000
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 184.94%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
108,420
shares
|
$2.32 Million
0.67% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
108,339
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
108,099
shares
|
$2.32 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
103,870
shares
|
$2.22 Million
0.14% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
102,506
shares
|
$2.2 Million
0.61% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
102,506
shares
|
$2.2 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
97,743
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2024
Added 435.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
97,676
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
96,974
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
95,754
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
95,596
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Added 1.2%
|