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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$21.19 +0.32 (+1.53%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$361.22M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$261.28M
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PHYS Institutional Buying and Selling by Quarter

Sprott Physical Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025MKT Advisors LLC32,510$678K0.3%+2.5%0.008%
1/21/2025Cyndeo Wealth Partners LLC666,973$13.43M0.9%+1.8%0.168%
1/21/2025Geneos Wealth Management Inc.245,569$4.95M0.2%-1.6%0.062%
1/21/2025Euro Pacific Asset Management LLC47,833$942K0.2%+9.7%0.012%
1/21/2025Hengehold Capital Management LLC44,995$906K0.1%-9.4%0.011%
1/17/2025 Hedges Asset Management LLC86,500$1.74M1.1%-8.9%0.022%
1/17/2025 Secure Asset Management LLC10,200$205K0.0%-12.8%0.003%
1/17/2025 Fiduciary Family Office LLC102,506$2.06M0.6%N/A0.026%
1/17/2025 Avior Wealth Management LLC5,700$115K0.0%+12.0%0.001%
1/17/2025 SMI Advisory Services LLC216,469$4.44M1.0%-30.0%0.054%
1/17/2025 Janney Montgomery Scott LLC391,257$7.88M0.0%-29.3%0.098%
1/17/2025 Baker Ellis Asset Management LLC23,000$463K0.1%+4.5%0.006%
1/17/2025 Missouri Trust & Investment Co1,500$30K0.0%-42.5%0.000%
1/17/2025 Dakota Wealth Management93,249$1.88M0.0%-4.8%0.023%
1/17/2025 Simon Quick Advisors LLC23,452$472K0.0%N/A0.006%
1/17/2025 Beaumont Financial Advisors LLC171,201$3.45M0.3%+0.8%0.043%
1/17/2025 Camelot Technology Advisors Inc.198,149$3.99M3.6%+5.6%0.050%
1/16/2025 Koshinski Asset Management Inc.13,523$272K0.0%+13.2%0.003%
1/16/2025 Evanson Asset Management LLC5,328,256$107.31M7.6%-2.5%1.341%
1/15/2025 J2 Capital Management Inc22,333$450K0.4%N/A0.006%
1/15/2025 Whitaker Myers Wealth Managers LTD.336,710$6.78M2.0%-26.2%0.085%
1/15/2025 Sandy Cove Advisors LLC42,201$850K0.3%-13.7%0.011%
1/15/2025 Wealth Alliance Advisory Group LLC12,089$243K0.1%+4.3%0.003%
1/15/2025 Kera Capital Partners Inc.224,031$4.51M1.3%N/A0.056%
1/15/2025 TCP Asset Management LLC615,060$12.39M2.7%+2.1%0.155%
1/15/2025 Ameritas Advisory Services LLC316,762$6.38M0.2%+27.7%0.080%
1/15/2025 Hubbell Strickland Wealth Management LLC262,745$5.29M2.5%+0.2%0.066%
1/15/2025 Merit Financial Group LLC28,456$573K0.0%-8.8%0.007%
1/15/2025 Wealthcare Advisory Partners LLC123,431$2.49M0.1%-3.1%0.031%
1/15/2025 Wealthcare Capital Management LLC1,911,707$38.50M3.9%+8.4%0.481%
1/15/2025 Procyon Advisors LLC50,172$1.01M0.1%+1.4%0.013%
1/15/2025 Cypress Wealth Services LLC42,902$864K0.2%+4.4%0.011%
1/14/2025 Park Avenue Securities LLC60,701$1.22M0.0%+453.1%0.015%
1/14/2025 SeaCrest Wealth Management LLC43,916$884K0.1%-11.5%0.011%
1/13/2025 Columbia Advisory Partners LLC12,972$261K0.2%-39.5%0.003%
1/13/2025 FNY Investment Advisers LLC5,490$110K0.1%N/A0.001%
1/13/2025 AdvisorNet Financial Inc3,550$71K0.0%+7,000.0%0.001%
1/13/2025 Sentinel Pension Advisors Inc.85,092$1.71M0.3%-3.5%0.021%
1/13/2025 Brookstone Capital Management155,565$3.13M0.0%-2.5%0.039%
1/10/2025 Bruce G. Allen Investments LLC174,300$3.51M2.8%-8.6%0.044%
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1/10/2025 ORG Partners LLC240,916$4.85M0.7%-3.0%0.061%
1/8/2025 Private Client Services LLC64,575$1.30M0.7%+38.3%0.016%
1/8/2025 International Assets Investment Management LLC46,649$954K0.0%-98.4%0.012%
12/26/2024JPMorgan Chase & Co.395,289$8.06M0.0%+74.1%0.099%
12/13/2024B. Riley Wealth Advisors Inc.13,710$282K0.0%-9.9%0.003%
12/2/2024Beaird Harris Wealth Management LLC56,668$1.16M0.1%+4.0%0.014%
11/25/2024Wilmington Savings Fund Society FSB6,500$132K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC383,411$7.99M0.1%-29.6%0.096%
11/25/2024Pine Valley Investments Ltd Liability Co96,974$1.98M0.1%-4.4%0.024%
11/22/2024Eaton Financial Holdings Company LLC85,809$1.75M0.7%N/A0.022%
11/18/2024Empire Financial Management Company LLC166,624$3.40M1.0%+1.9%0.042%
11/15/2024Valued Retirements Inc.35,581$725K1.0%N/A0.009%
11/15/2024M&T Bank Corp61,067$1.25M0.0%N/A0.015%
11/15/2024O Brien Greene & Co. Inc460,653$9.39M2.9%-2.9%0.116%
11/15/2024MML Investors Services LLC46,064$939K0.0%N/A0.012%
11/15/2024Legacy Investment Solutions LLC1,400$28K0.0%N/A0.000%
11/15/2024Orion Portfolio Solutions LLC16,267$332K0.0%-7.6%0.004%
11/15/2024XTX Topco Ltd34,885$711K0.1%N/A0.009%
11/15/2024National Bank of Canada FI485,493$9.89M0.0%-3.3%0.122%
11/15/2024EP Wealth Advisors LLC19,337$394K0.0%+14.8%0.005%
11/15/2024Jane Street Group LLC283,540$5.78M0.0%-48.7%0.071%
11/15/2024Kovitz Investment Group Partners LLC76,823$1.57M0.0%-29.9%0.019%
11/15/2024Wexford Capital LP10,000$204K0.0%N/A0.003%
11/15/2024Stifel Financial Corp481,179$9.81M0.0%+1.2%0.121%
11/15/2024IHT Wealth Management LLC77,016$1.57M0.0%+4.1%0.019%
11/15/2024Integrated Wealth Concepts LLC632,945$12.90M0.2%+1.0%0.159%
11/15/2024HighTower Advisors LLC883,454$18M0.0%+15.6%0.222%
11/14/2024Tradition Wealth Management LLC10,870$222K0.0%N/A0.003%
11/14/2024Flow Traders U.S. LLC97,676$1.99M0.1%N/A0.025%
11/14/2024Captrust Financial Advisors2,277,485$46.42M0.1%+13.9%0.573%
11/14/2024Rockefeller Capital Management L.P.147,515$3.01M0.0%-24.0%0.037%
11/14/2024Walleye Capital LLC17,348$354K0.0%-11.3%0.004%
11/14/2024Fiduciary Trust Co82,720$1.69M0.0%-2.2%0.021%
11/14/2024CreativeOne Wealth LLC63,861$1.30M0.0%+129.9%0.016%
11/13/2024Glenmede Trust Co. NA11,000$224K0.0%-18.8%0.003%
11/13/2024Soros Capital Management LLC32,022$653K0.2%-17.0%0.008%
11/13/2024Freedom Investment Management Inc.49,936$1.02M0.1%-1.1%0.013%
11/13/2024Insight Wealth Partners LLC127,601$2.60M0.5%-7.6%0.032%
11/13/2024Townsquare Capital LLC28,426$579K0.0%+69.7%0.007%
11/13/2024Bank of Montreal Can757,202$15.43M0.0%+1.0%0.191%
11/13/2024Private Trust Co. NA7,500$153K0.0%+50.0%0.002%
11/12/2024Pekin Hardy Strauss Inc.4,051,964$82.58M10.5%+1.8%1.020%
11/12/2024Summit Trail Advisors LLC50,900$1.04M0.0%N/A0.013%
11/12/2024Larson Financial Group LLC97,743$1.99M0.1%+435.5%0.025%
11/12/2024Cerity Partners LLC43,654$890K0.0%+4.7%0.011%
11/12/2024Kingsview Wealth Management LLC110,000$2.24M0.0%+184.9%0.028%
11/12/2024Great Valley Advisor Group Inc.114,773$2.34M0.1%-4.0%0.029%
11/12/2024Waddell & Associates LLC95,754$1.95M0.2%-17.1%0.024%
11/12/2024Nwam LLC61,807$1.26M0.1%N/A0.016%
11/12/2024Raymond James Trust N.A.23,245$474K0.0%-3.0%0.006%
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11/8/2024Moors & Cabot Inc.144,434$2.94M0.1%+3.0%0.036%
11/8/2024Darwin Wealth Management LLC16,938$345K0.1%N/A0.004%
11/8/2024First Horizon Advisors Inc.2,639$54K0.0%N/A0.001%
11/8/2024Howe & Rusling Inc.13,888$283K0.0%+29.8%0.003%
11/8/2024Commerce Bank38,780$790K0.0%+53.3%0.010%
11/8/2024PNC Financial Services Group Inc.108,339$2.21M0.0%+28.9%0.027%
11/8/2024SouthState Corp1,932,095$39.38M2.7%-0.9%0.486%
11/7/2024Prospera Financial Services Inc315,479$6.43M0.2%+4.9%0.079%
11/7/2024Drive Wealth Management LLC24,550$500K0.1%N/A0.006%
11/7/2024Capital City Trust Co. FL10,250$209K0.1%N/A0.003%
(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, 365 institutional investors and hedge funds held shares of Sprott Physical Gold Trust. The most heavily invested institutionals were CENTRAL TRUST Co ($127.97M), Evanson Asset Management LLC ($107.31M), Polar Asset Management Partners Inc. ($88.95M), Pekin Hardy Strauss Inc. ($82.58M), Bleakley Financial Group LLC ($60.88M), Simplicity Solutions LLC ($60.08M), and Captrust Financial Advisors ($46.42M).Learn more on PHYS's institutional investors.

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

Of the 294 institutional investors that purchased Sprott Physical Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplicity Solutions LLC ($4.00M), Bleakley Financial Group LLC ($3.97M), Simplicity Wealth LLC ($3.90M), International Assets Investment Management LLC ($3.29M), Bluefin Capital Management LLC ($2.97M), Cambridge Investment Research Advisors Inc. ($1.59M), and Private Advisor Group LLC ($1.06M).

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

Institutional investors have bought a total of 43,053,600 shares in the last 24 months. This purchase volume represents approximately $709.07M in transactions.

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

Of the 183 institutional investors that sold Sprott Physical Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Simplicity Wealth LLC ($3.85M), International Assets Investment Management LLC ($2.81M), Bluefin Capital Management LLC ($1.79M), CENTRAL TRUST Co ($1.77M), Jupiter Asset Management Ltd. ($1.69M), Money Concepts Capital Corp ($1.19M), and Evanson Asset Management LLC ($1.05M).

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

Institutional investors have sold a total of 26,325,522 shares in the last 24 months. This volume of shares sold represents approximately $449.95M in transactions.



This page (NYSEARCA:PHYS) was last updated on 1/21/2025 by MarketBeat.com Staff
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