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 488 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
66,647
shares
|
$1.38 Million
1.5% of portfolio
|
Q3 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
66,098
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
64,575
shares
|
$1.34 Million
0.7% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
63,861
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 129.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
62,790
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
61,807
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
61,807
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
61,067
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
60,329
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
60,329
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
60,182
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2023
Reduced 23.82%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
59,630
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
58,050
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
56,668
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
55,372
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
55,236
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
53,915
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
53,710
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
53,499
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
51,752
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
51,247
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
50,943
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
50,900
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
50,695
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 98.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
49,936
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|