Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy PHYS Stock  Free PHYS Stock Alerts

Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$24.86 +0.17 (+0.69%)
Closing price 04:10 PM Eastern
Extended Trading
$24.98 +0.12 (+0.49%)
As of 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)
304
Total
Institutional Inflows
(last 12 months)
$682.78M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$478.49M
Get PHYS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sprott Physical Gold Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PHYS Institutional Buying and Selling by Quarter

Remove Ads

Sprott Physical Gold Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Investment Partners Asset Management Inc.10,383$250K0.2%-9.1%0.003%
4/15/2025Focus Financial Network Inc.18,940$456K0.0%-6.2%0.005%
4/15/2025Bard Financial Services Inc.89,220$2.15M0.3%N/A0.022%
4/15/2025Columbia Advisory Partners LLC60,967$1.47M1.3%+370.0%0.015%
4/15/2025Orgel Wealth Management LLC20,000$481K0.0%N/A0.005%
4/15/2025Sonora Investment Management Group LLC8,935$215K0.0%N/A0.002%
4/15/2025Simplicity Wealth LLC41,200$991K0.1%+14.5%0.010%
4/15/2025Wealthcare Capital Management LLC1,699,189$40.88M4.1%-11.1%0.428%
4/15/2025Wealthcare Advisory Partners LLC541,704$13.03M0.3%+338.9%0.136%
4/14/2025 Bruce G. Allen Investments LLC157,711$3.80M3.0%-9.5%0.040%
4/14/2025 Farther Finance Advisors LLC174,842$4.22M0.1%-0.5%0.044%
4/14/2025 IMC Chicago LLC108,632$2.61M0.0%-94.6%0.027%
4/14/2025 Black Point Wealth Management92,463$2.23M12.9%-71.4%0.023%
4/14/2025 Camelot Technology Advisors Inc.203,251$4.89M4.4%+2.6%0.051%
4/14/2025 BCS Wealth Management32,642$785K0.2%+172.7%0.008%
4/14/2025 Park Avenue Securities LLC12,565$302K0.0%-79.3%0.003%
4/14/2025 Miracle Mile Advisors LLC56,938$1.37M0.0%N/A0.014%
4/14/2025 Whitaker Myers Wealth Managers LTD.625,352$15.05M4.2%+85.7%0.157%
4/11/2025 Principia Wealth Advisory LLC13,185$312K0.3%-19.3%0.003%
4/11/2025 Littlejohn Financial Services Inc.10,000$241K0.2%N/A0.003%
4/11/2025 SeaCrest Wealth Management LLC47,088$1.13M0.1%+7.2%0.012%
4/11/2025 Procyon Advisors LLC49,186$1.18M0.1%-2.0%0.012%
4/10/2025 Diligent Investors LLC8,910$214K0.1%N/A0.002%
4/10/2025 Veracity Capital LLC19,380$466K0.2%+2.2%0.005%
4/10/2025 SMI Advisory Services LLC345,285$7.88M1.7%+59.5%0.087%
4/10/2025 Apella Capital LLC96,450$2.28M0.1%N/A0.024%
4/9/2025 Merit Financial Group LLC34,287$825K0.0%+20.5%0.009%
4/9/2025 NBC Securities Inc.2,225$53K0.0%+111,150.0%0.001%
4/8/2025 J2 Capital Management Inc30,278$728K0.7%+35.6%0.008%
4/8/2025 Private Client Services LLC34,549$831K0.4%-46.5%0.009%
4/3/2025 First Hawaiian Bank23,896$575K0.0%+4.9%0.006%
3/17/2025Wealth Enhancement Advisory Services LLC507,185$10.22M0.0%+37.6%0.128%
3/10/2025SpringVest Wealth Management LLC19,360$390K0.3%N/A0.005%
3/6/2025TFR Capital LLC.15,640$315K0.2%N/A0.004%
2/25/2025Polar Asset Management Partners Inc.4,373,955$88.09M0.9%-36.8%1.101%
2/24/2025Challenger Wealth Management16,573$334K0.3%N/A0.004%
2/18/2025Sunbelt Securities Inc.5,960$119K0.0%+98.7%0.001%
2/18/2025Pettinga Financial Advisors LLC46,197$930K0.2%+29.6%0.012%
2/18/2025Harmony Asset Management LLC38,761$781K0.3%+11.7%0.010%
2/17/2025Waverly Advisors LLC46,855$944K0.0%+52.2%0.012%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/17/2025Willis Johnson & Associates Inc.10,856$219K0.0%N/A0.003%
2/17/2025Vident Advisory LLC292,469$5.89M0.1%+3.9%0.074%
2/17/2025Westwood Holdings Group Inc.25,499$514K0.0%N/A0.006%
2/17/2025Silvercrest Asset Management Group LLC364,930$7.35M0.0%-6.1%0.092%
2/17/2025Royal Bank of Canada6,692,283$134.78M0.0%+0.6%1.684%
2/17/2025Polar Asset Management Partners Inc.4,373,955$88.09M1.3%-36.8%1.101%
2/17/2025Laird Norton Wetherby Trust Company LLC463,300$9.33M1.3%+0.2%0.117%
2/17/2025Investor s Fiduciary Advisor Network LLC12,426$250K0.1%N/A0.003%
2/17/2025Guardian Wealth Advisors LLC NC90,423$1.82M0.1%-5.4%0.023%
2/17/2025Fiduciary Trust Co55,520$1.12M0.0%-32.9%0.014%
2/17/2025First Manhattan CO. LLC.66,599$1.34M0.0%+129.7%0.017%
2/17/2025Colonial Trust Co SC4,682$94K0.0%-9.6%0.001%
2/17/2025Concorde Financial Corp840,560$16.93M10.2%-0.3%0.212%
2/17/2025CoreCap Advisors LLC6,428$129K0.0%-9.8%0.002%
2/17/2025Cresset Asset Management LLC134,839$2.72M0.0%-7.0%0.034%
2/17/2025Cambridge Investment Research Advisors Inc.2,301,123$46.35M0.2%-5.2%0.579%
2/17/2025Cetera Investment Advisers1,131,468$22.79M0.0%+3.7%0.285%
2/17/2025BOKF NA19,365$401K0.0%-62.2%0.005%
2/17/2025Captrust Financial Advisors2,447,510$49.29M0.1%+7.5%0.616%
2/17/2025Baird Financial Group Inc.781,472$15.74M0.0%+7.8%0.197%
2/17/2025Baker Avenue Asset Management LP44,132$889K0.0%-1.6%0.011%
2/17/2025Bearing Point Capital LLC13,000$262K0.1%N/A0.003%
2/17/2025BIP Wealth LLC104,482$2.10M0.1%+0.6%0.026%
2/17/2025Ameriprise Financial Inc.35,371$712K0.0%-4.7%0.009%
2/17/2025Ancora Advisors LLC241,019$4.85M0.1%+2.5%0.061%
2/17/2025Aptus Capital Advisors LLC56,140$1.13M0.0%+4.5%0.014%
2/14/2025Mercer Global Advisors Inc. ADV18,336$369K0.0%-22.4%0.005%
2/14/2025Keel Point LLC41,785$842K0.1%+24.5%0.011%
2/14/2025Jane Street Group LLC1,989,077$40.06M0.0%+601.5%0.501%
2/14/2025Lido Advisors LLC25,636$516K0.0%+105.3%0.006%
2/14/2025Beacon Pointe Advisors LLC588,508$11.85M0.1%-3.2%0.148%
2/14/2025Arkos Global Advisors21,065$424K0.1%N/A0.005%
2/14/2025Arnhold LLC56,486$1.14M0.1%+2.3%0.014%
2/14/2025Kovitz Investment Group Partners LLC63,496$1.28M0.0%-17.3%0.016%
2/14/2025Van Den Berg Management I Inc.885,940$17.84M5.1%+0.5%0.223%
2/14/2025Empire Financial Management Company LLC174,096$3.51M1.1%+4.5%0.044%
2/14/2025Integrated Wealth Concepts LLC656,107$13.21M0.2%+3.7%0.165%
2/14/2025Susquehanna International Group LLP74,995$1.51M0.0%N/A0.019%
2/14/2025IHT Wealth Management LLC63,260$1.27M0.0%-17.9%0.016%
2/14/2025OneDigital Investment Advisors LLC15,070$304K0.0%-45.1%0.004%
2/14/2025Stifel Financial Corp562,279$11.32M0.0%+16.9%0.142%
2/14/2025TD Waterhouse Canada Inc.157,014$3.16M0.0%+8.7%0.040%
2/14/2025Tower Research Capital LLC TRC 20,909$421K0.0%+86.5%0.005%
2/14/2025MML Investors Services LLC75,153$1.51M0.0%+63.1%0.019%
2/14/2025Freedom Investment Management Inc.47,583$958K0.1%-4.7%0.012%
2/14/2025Commerce Bank33,536$675K0.0%-13.5%0.008%
2/13/2025Farringdon Capital Ltd.161,457$3.25M1.3%N/A0.041%
2/13/2025NewEdge Advisors LLC65,760$1.32M0.0%+84.8%0.017%
2/13/2025Insigneo Advisory Services LLC86,850$1.75M0.2%+152.5%0.022%
2/13/2025Rossby Financial LCC57,334$1.16M0.7%N/A0.014%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/13/2025LaSalle St. Investment Advisors LLC21,037$423K0.1%N/A0.005%
2/13/2025XTX Topco Ltd80,720$1.63M0.1%+131.4%0.020%
2/13/2025CreativeOne Wealth LLC67,296$1.36M0.0%+5.4%0.017%
2/13/2025Mariner LLC176,099$3.55M0.0%+56.9%0.044%
2/13/2025Entruity Wealth LLC157,363$3.17M3.1%N/A0.040%
2/13/2025Townsquare Capital LLC48,601$979K0.0%+71.0%0.012%
2/13/2025Philadelphia Trust Co.453,422$9.13M0.7%-9.0%0.114%
2/13/2025Rockefeller Capital Management L.P.136,678$2.75M0.0%-7.3%0.034%
2/13/2025Heritage Trust Co11,987$241K0.0%N/A0.003%
2/13/2025Scotia Capital Inc.319,840$6.54M0.0%+23.0%0.080%
(Data available from 1/1/2016 forward)

Remove Ads

PHYS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHYS shares?

During the previous two years, 424 institutional investors and hedge funds held shares of Sprott Physical Gold Trust. The most heavily invested institutionals were Royal Bank of Canada ($134.78M), Evanson Asset Management LLC ($107.31M), CENTRAL TRUST Co ($97.64M), Polar Asset Management Partners Inc. ($88.09M), Pekin Hardy Strauss Inc. ($84.52M), Simplicity Solutions LLC ($60.08M), and Bleakley Financial Group LLC ($58.26M).Learn more on PHYS's institutional investors.

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

Of the 352 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), Simplicity Wealth LLC ($3.91M), International Assets Investment Management LLC ($2.86M), Raymond James Financial Inc. ($2.22M), Matauro LLC ($1.99M), IMC Chicago LLC ($1.99M), and Jane Street Group LLC ($1.71M).

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

Institutional investors have bought a total of 49,021,470 shares in the last 24 months. This purchase volume represents approximately $892.80M in transactions.

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

Of the 204 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: Polar Asset Management Partners Inc. ($5.97M), Simplicity Wealth LLC ($3.87M), International Assets Investment Management LLC ($2.81M), IMC Chicago LLC ($1.92M), Bluefin Capital Management LLC ($1.79M), CENTRAL TRUST Co ($1.45M), and Jupiter Asset Management Ltd. ($1.44M).

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

Institutional investors have sold a total of 30,402,117 shares in the last 24 months. This volume of shares sold represents approximately $578.47M in transactions.



This page (NYSEARCA:PHYS) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored