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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$26.06 -0.02 (-0.08%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$26.09 +0.03 (+0.13%)
As of 08/8/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Sprott Physical Gold Trust (NYSEARCA:PHYS)

Number of
Institutional Buyers
(last 12 months)
358
Total
Institutional Inflows
(last 12 months)
$806.32M
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$618.21M
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PHYS Institutional Buying and Selling by Quarter

Sprott Physical Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Avantax Advisory Services Inc.545,100$13.82M0.1%+32.3%0.117%
8/8/2025Thoroughbred Financial Services LLC9,225$233K0.0%-24.2%0.002%
8/8/2025Cetera Investment Advisers1,199,310$30.40M0.1%+3.8%0.258%
8/8/2025Creative Planning205,995$5.22M0.0%-27.8%0.044%
8/8/2025Foundations Investment Advisors LLC33,354$846K0.0%+2.4%0.007%
8/8/2025Islay Capital Management LLC40,161$1.02M0.7%-2.4%0.009%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC866,257$21.96M5.0%+0.7%0.187%
8/8/2025Smithfield Trust Co8,347$211K0.0%+35.2%0.002%
8/8/2025PNC Financial Services Group Inc.215,406$5.46M0.0%+40.3%0.046%
8/8/2025Jupiter Asset Management Ltd.2,249,508$56.81M0.5%+15.2%0.485%
8/7/2025CENTRAL TRUST Co4,261,148$108.02M2.5%-8.2%0.918%
8/7/2025Vise Technologies Inc.81,432$2.06M0.1%N/A0.018%
8/7/2025Allworth Financial LP22,359$567K0.0%+45.8%0.005%
8/7/2025Fidelis Capital Partners LLC543,915$14.07M1.3%-1.7%0.117%
8/7/2025Midwest Trust Co16,778$425K0.0%N/A0.004%
8/7/2025Sound View Wealth Advisors Group LLC18,741$475K0.0%+6.2%0.004%
8/7/2025Parkside Financial Bank & Trust1,500$38K0.0%+36.4%0.000%
8/7/2025Cypress Capital Management LLC WY 89,525$2.27M2.5%-22.2%0.019%
8/6/2025 Prospera Financial Services Inc482,843$12.24M0.2%+49.9%0.104%
8/6/2025 AE Wealth Management LLC54,706$1.39M0.0%-13.1%0.012%
8/6/2025 Legacy Investment Solutions LLC1,413$36K0.0%N/A0.000%
8/6/2025 Quadrant Private Wealth Management LLC101,513$2.57M0.5%+2.0%0.022%
8/6/2025 Wedbush Securities Inc.24,913$632K0.0%+8.1%0.005%
8/6/2025 RPS Advisory Solutions LLC25,297$641K0.4%+143.4%0.005%
8/6/2025 Pekin Hardy Strauss Inc.4,310,858$109.28M12.4%+2.0%0.929%
8/6/2025 O Brien Greene & Co. Inc540,386$13.70M4.5%+5.9%0.116%
8/6/2025 SouthState Corp1,871,490$47.44M2.1%-0.7%0.403%
8/6/2025 Robinson Smith Wealth Advisors LLC8,000$203K0.2%N/A0.002%
8/6/2025 Moors & Cabot Inc.107,225$2.72M0.1%-25.2%0.023%
8/5/2025 Freestone Capital Holdings LLC47,670$1.21M0.0%-1.6%0.010%
8/5/2025 K.J. Harrison & Partners Inc274,198$6.94M1.2%+52.0%0.059%
8/5/2025 Verity Asset Management Inc.66,691$1.69M0.8%+28.8%0.014%
8/5/2025 Bank of Montreal Can881,244$22.34M0.0%+8.5%0.190%
8/5/2025 Sigma Planning Corp59,915$1.52M0.0%-6.4%0.013%
8/5/2025 Wakefield Asset Management LLLP76,029$1.93M0.5%+6.7%0.016%
8/5/2025 TIAA Trust National Association338,085$8.57M0.0%+177.3%0.073%
8/5/2025 Meixler Investment Management Ltd.631,977$16.02M11.0%-3.4%0.136%
8/5/2025 Welch & Forbes LLC19,550$496K0.0%-6.1%0.004%
8/5/2025 Beam Wealth Advisors Inc.29,353$744K0.2%+32.4%0.006%
8/5/2025 Uniting Wealth Partners LLC8,000$203K0.1%N/A0.002%
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8/4/2025 AlphaStar Capital Management LLC18,174$461K0.0%-6.2%0.004%
8/4/2025 Integrity Alliance LLC.11,009$279K0.0%-32.9%0.002%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors145,683$3.69M0.5%+28.2%0.031%
8/4/2025 Wolverine Asset Management LLC71,277$1.81M0.0%+224.2%0.015%
8/4/2025 Ledyard National Bank8,187$208K0.0%N/A0.002%
8/4/2025 Atria Investments Inc22,674$575K0.0%-14.3%0.005%
8/4/2025 Assetmark Inc.2,285$58K0.0%+79.6%0.000%
8/4/2025 Keybank National Association OH11,127$282K0.0%N/A0.002%
8/4/2025 Spire Wealth Management110,858$2.81M0.1%-12.2%0.024%
8/4/2025 World Investment Advisors140,815$3.57M0.1%+44.7%0.030%
8/4/2025 Wealth Management Associates Inc.80,591$2.04M0.8%+3.1%0.017%
8/1/2025 Biltmore Family Office LLC294,990$7.48M1.3%-1.5%0.064%
8/1/2025 Rossby Financial LCC59,750$1.52M0.6%+4.9%0.013%
8/1/2025 Transcend Capital Advisors LLC309,749$7.85M0.6%+31.3%0.067%
8/1/2025 Brookwood Investment Group LLC37,134$941K0.2%-4.8%0.008%
8/1/2025 First Command Advisory Services Inc.2,812$71K0.0%N/A0.001%
8/1/2025 Pasadena Private Wealth LLC209,479$5.31M0.9%-16.8%0.045%
8/1/2025 Ashton Thomas Private Wealth LLC27,091$687K0.0%+33.4%0.006%
8/1/2025 Envestnet Asset Management Inc.1,617,170$41.00M0.0%-3.9%0.348%
7/31/2025 Leavell Investment Management Inc.164,410$4.17M0.2%+17.3%0.035%
7/31/2025 BIP Wealth LLC103,870$2.63M0.2%-0.6%0.022%
7/31/2025 Insight Wealth Partners LLC74,065$1.88M0.7%-11.9%0.016%
7/31/2025 Sumitomo Mitsui Trust Group Inc.62,900$1.60M0.0%+454.2%0.014%
7/31/2025 3EDGE Asset Management LP688,425$17.21M1.1%+2.3%0.148%
7/31/2025 Intelligent Financial Strategies1,518$38K0.0%N/A0.000%
7/30/2025 Bleakley Financial Group LLC2,519,041$63.86M1.6%-9.1%0.543%
7/30/2025 Strategic Blueprint LLC334,126$8.47M0.4%+6.7%0.072%
7/30/2025 Capital Wealth Alliance LLC972,985$24.66M13.3%+0.1%0.210%
7/30/2025 Freedom Investment Management Inc.35,023$888K0.1%-21.6%0.008%
7/30/2025 Brookstone Capital Management161,290$4.09M0.1%-1.5%0.035%
7/30/2025 St. James Investment Company LLC87,465$2.22M0.4%-1.9%0.019%
7/30/2025 Whittier Trust Co.36,463$924K0.0%-24.3%0.008%
7/30/2025 apricus wealth LLC19,000$482K0.3%-17.4%0.004%
7/30/2025 Avidian Wealth Enterprises LLC92,454$2.34M0.1%+0.8%0.020%
7/30/2025 Evermay Wealth Management LLC4,347$110K0.0%+11.3%0.001%
7/29/2025 International Assets Investment Management LLC12,426$315K0.0%+12.2%0.003%
7/29/2025 Arnhold LLC51,486$1.31M0.1%-8.9%0.011%
7/29/2025 Tradewinds Capital Management LLC1,088$28K0.0%+59.8%0.000%
7/29/2025 Stratos Wealth Partners LTD.160,105$4.06M0.1%+0.3%0.035%
7/29/2025 Stratos Wealth Advisors LLC18,474$468K0.0%+26.8%0.004%
7/29/2025 Private Trust Co. NA5,000$127K0.0%+11.1%0.001%
7/29/2025 Straight Path Wealth Management29,394$745K0.3%+3.9%0.006%
7/29/2025 Latitude Advisors LLC29,840$756K0.4%+2.1%0.006%
7/28/2025 Nvest Financial LLC24,106$611K0.3%-46.3%0.005%
7/28/2025 Pettinga Financial Advisors LLC37,872$960K0.2%-11.5%0.008%
7/28/2025 Mutual Advisors LLC17,686$453K0.0%+66.0%0.004%
7/28/2025 Harbour Investments Inc.59,358$1.51M0.0%+5.3%0.013%
7/28/2025 Cypress Wealth Services LLC41,835$1.06M0.2%-2.3%0.009%
7/28/2025 Kiker Wealth Management LLC32,607$827K0.5%+25.4%0.007%
7/28/2025 Nadler Financial Group Inc.25,155$638K0.1%+2.4%0.005%
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7/25/2025 Atria Wealth Solutions Inc.123,009$3.13M0.1%-69.7%0.027%
7/25/2025 Sequoia Financial Advisors LLC17,634$447K0.0%+33.0%0.004%
7/25/2025 Almanack Investment Partners LLC.17,125$434K0.1%+90.3%0.004%
7/25/2025 CWM LLC42,723$1.08M0.0%+3.0%0.009%
7/25/2025 Concurrent Investment Advisors LLC22,004$558K0.0%N/A0.005%
7/25/2025 Apollon Wealth Management LLC61,838$1.57M0.0%+52.9%0.013%
7/24/2025 Blue Trust Inc.6,562$166K0.0%+1,796.5%0.001%
7/24/2025 Cyndeo Wealth Partners LLC672,339$17.04M1.0%+1.0%0.145%
7/24/2025 Galvin Gaustad & Stein LLC34,293$869K0.1%N/A0.007%
7/24/2025 IFP Advisors Inc24,552$622K0.0%-35.0%0.005%
(Data available from 1/1/2016 forward)

PHYS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHYS shares?

During the previous two years, 469 institutional investors and hedge funds held shares of Sprott Physical Gold Trust. The most heavily invested institutionals were Royal Bank of Canada ($190.51M), Federation des caisses Desjardins du Quebec ($127.59M), Evanson Asset Management LLC ($122.77M), Pekin Hardy Strauss Inc. ($109.28M), CENTRAL TRUST Co ($108.02M), Polar Asset Management Partners Inc. ($91.95M), and IMC Chicago LLC ($81.23M).Learn more on Sprott Physical Gold Trust's institutional investors.

Which institutional investors have been buying Sprott Physical Gold Trust's stock?

Of the 406 institutional investors that purchased Sprott Physical Gold Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($5.08M), Simplicity Wealth LLC ($3.92M), International Assets Investment Management LLC ($2.77M), Raymond James Financial Inc. ($2.22M), Matauro LLC ($2.14M), Jane Street Group LLC ($1.71M), and Bluefin Capital Management LLC ($1.67M).

How much institutional buying is happening at Sprott Physical Gold Trust?

Institutional investors have bought a total of 36,756,916 shares in the last 24 months. This purchase volume represents approximately $806.70M in transactions.

Which of Sprott Physical Gold Trust's major shareholders have been selling company stock?

Of the 215 institutional investors that sold Sprott Physical Gold Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Polar Asset Management Partners Inc. ($5.64M), Simplicity Wealth LLC ($3.78M), International Assets Investment Management LLC ($2.85M), Jane Street Group LLC ($2.30M), CENTRAL TRUST Co ($2.04M), IMC Chicago LLC ($1.92M), and Bleakley Financial Group LLC ($1.23M).

How much institutional selling is happening at Sprott Physical Gold Trust?

Institutional investors have sold a total of 28,233,072 shares in the last 24 months. This volume of shares sold represents approximately $617.95M in transactions.



This page (NYSEARCA:PHYS) was last updated on 8/9/2025 by MarketBeat.com Staff
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