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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$25.55 -0.15 (-0.58%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
350
Total
Institutional Inflows
(last 12 months)
$691.63M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$558.99M
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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
7/1/2025 Kera Capital Partners Inc.227,166$5.76M1.1%+1.6%0.049%
7/1/2025 Private Client Services LLC24,711$626K0.2%-28.5%0.005%
6/27/2025Goldman Sachs Group Inc.20,727$499K0.0%-49.1%0.004%
6/17/2025Howe & Rusling Inc.19,231$463K0.0%+20.3%0.005%
6/4/2025 First Hawaiian Bank23,896$575K0.0%+4.9%0.006%
5/28/2025Intrua Financial LLC63,399$1.53M0.2%N/A0.016%
5/21/2025McAdam LLC34,585$832K0.1%N/A0.009%
5/21/2025Geneos Wealth Management Inc.244,517$5.88M0.2%-0.4%0.062%
5/20/2025Belpointe Asset Management LLC93,754$2.26M0.1%N/A0.024%
5/20/2025Focus Partners Wealth8,331$200K0.0%N/A0.002%
5/20/2025Integrity Alliance LLC.16,413$395K0.0%N/A0.004%
5/19/2025Jane Street Group LLC976,052$23.48M0.0%-50.9%0.246%
5/16/2025Strait & Sound Wealth Management LLC9,117$219K0.1%N/A0.002%
5/16/2025Challenger Wealth Management15,573$375K0.3%-6.0%0.004%
5/16/2025Ashton Thomas Private Wealth LLC20,301$488K0.0%-9.7%0.005%
5/16/2025Goldman Sachs Group Inc.20,727$499K0.0%-49.1%0.005%
5/16/2025Permanens Capital L.P.70,327$1.69M0.3%N/A0.018%
5/16/2025Mountain Lake Investment Management LLC490,593$11.80M11.1%+30.5%0.123%
5/16/2025Polar Asset Management Partners Inc.3,821,555$91.95M2.1%-12.6%0.962%
5/16/2025NewEdge Advisors LLC63,605$1.53M0.0%-3.3%0.016%
5/16/2025Integrated Wealth Concepts LLC571,700$13.76M0.2%-12.9%0.144%
5/16/2025Beaird Harris Wealth Management LLC88,930$2.14M0.2%-1.2%0.022%
5/16/2025AQR Capital Management LLC10,800$260K0.0%N/A0.003%
5/16/2025Ancora Advisors LLC277,878$6.69M0.1%+15.3%0.070%
5/15/2025Federation des caisses Desjardins du Quebec5,304,046$127.59M0.6%-0.9%1.335%
5/15/2025Royal Bank of Canada7,917,978$190.51M0.0%+18.3%1.993%
5/15/2025Insight Wealth Partners LLC84,029$2.02M0.3%-18.3%0.021%
5/15/2025Baird Financial Group Inc.772,874$18.60M0.0%-1.1%0.195%
5/15/2025Vident Advisory LLC335,373$8.07M0.1%+14.7%0.084%
5/15/2025Evergreen Capital Management LLC259,180$6.24M0.2%+8.7%0.065%
5/14/2025CreativeOne Wealth LLC69,704$1.68M0.1%+3.6%0.018%
5/14/2025Jane Street Group LLC976,052$23.48M0.0%-50.9%0.246%
5/14/2025Freedom Investment Management Inc.44,667$1.08M0.1%-6.1%0.011%
5/14/2025Walleye Capital LLC28,400$683K0.0%N/A0.007%
5/14/2025Oliver Luxxe Assets LLC11,000$265K0.0%+10.2%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.943,412$22.70M0.0%-3.2%0.237%
5/14/2025Sprott Inc.1,988,236$47.84M2.6%-4.8%0.500%
5/14/2025Kestra Advisory Services LLC997,846$24.01M0.1%-31.2%0.251%
5/14/2025Capital Wealth Alliance LLC972,330$23.39M14.0%+1.3%0.245%
5/14/2025Summit Financial LLC43,659$1.05M0.0%+25.8%0.011%
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5/14/2025Flow Traders U.S. LLC134,502$3.24M0.1%-64.7%0.034%
5/14/2025New Harbor Financial Group LLC84,344$2.03M0.5%-17.7%0.021%
5/14/2025Andina Capital Management LLC45,962$1.11M0.8%N/A0.012%
5/13/2025Aptus Capital Advisors LLC55,717$1.34M0.0%-0.8%0.014%
5/13/2025Elequin Capital LP148,682$3.58M0.4%+18,649.3%0.037%
5/13/2025Freestone Capital Holdings LLC48,431$1.17M0.0%+3.4%0.012%
5/13/2025Steward Partners Investment Advisory LLC298,629$7.19M0.1%-9.1%0.075%
5/13/2025Raymond James Financial Inc.2,077,643$49.99M0.0%-6.2%0.523%
5/13/2025Philadelphia Trust Co.429,114$10.32M0.9%-5.4%0.108%
5/13/2025Nations Financial Group Inc. IA ADV12,454$300K0.0%-3.9%0.003%
5/13/2025Thompson Davis & CO. Inc.14,700$354K0.3%N/A0.004%
5/13/2025Kovitz Investment Group Partners LLC28,657$689K0.0%-54.9%0.007%
5/13/2025HighTower Advisors LLC899,783$21.65M0.0%+7.5%0.226%
5/12/2025Blueprint Financial Advisors LLC230,583$5.55M3.0%N/A0.058%
5/12/2025SouthState Corp1,885,075$45.36M2.1%+0.6%0.474%
5/12/2025Cobblestone Capital Advisors LLC NY20,549$494K0.0%-6.4%0.005%
5/12/2025Aveo Capital Partners LLC29,214$753K0.1%-3.0%0.007%
5/12/2025Blueprint Investment Partners LLC231,083$5.56M1.0%+1.4%0.058%
5/12/2025Biltmore Family Office LLC299,475$7.21M1.2%-0.3%0.075%
5/12/2025Townsquare Capital LLC78,702$1.89M0.0%+61.9%0.020%
5/12/2025Wolverine Asset Management LLC21,983$529K0.0%N/A0.006%
5/12/2025National Bank of Canada FI499,516$11.90M0.0%+10.4%0.126%
5/12/2025LaSalle St. Investment Advisors LLC66,037$1.59M0.4%+213.9%0.017%
5/12/2025Beam Wealth Advisors Inc.22,163$533K0.2%+5.4%0.006%
5/12/2025AlphaCore Capital LLC60,837$1.45M0.1%N/A0.015%
5/9/2025Ritter Daniher Financial Advisory LLC DE3,200$77K0.0%N/A0.001%
5/9/2025Atria Wealth Solutions Inc.406,043$9.77M0.1%-20.7%0.102%
5/9/2025Thoroughbred Financial Services LLC12,170$292K0.0%-3.4%0.003%
5/9/2025IPG Investment Advisors LLC49,133$1.18M0.3%-1.3%0.012%
5/9/2025Commonwealth Equity Services LLC1,532,259$36.87M0.1%+12.5%0.386%
5/9/2025Smithfield Trust Co6,172$148K0.0%+146.9%0.002%
5/9/2025Blair William & Co. IL300,205$7.22M0.0%+11.8%0.076%
5/9/2025Generation Capital Management LLC10,640$256K0.2%N/A0.003%
5/9/2025Scotia Capital Inc.758,099$18.26M0.1%+137.0%0.191%
5/9/2025Cheviot Value Management LLC1,175$30K0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.153,518$3.69M0.0%+42.4%0.039%
5/9/2025Jupiter Asset Management Ltd.1,953,178$47.06M0.5%+10.9%0.492%
5/8/2025IFG Advisory LLC11,608$279K0.0%+4.1%0.003%
5/8/2025Baker Avenue Asset Management LP43,690$1.05M0.0%-1.0%0.011%
5/8/2025Commerce Bank32,536$783K0.0%-3.0%0.008%
5/8/2025Moors & Cabot Inc.143,380$3.45M0.2%-2.5%0.036%
5/8/2025US Bancorp DE163,557$3.94M0.0%+108.8%0.041%
5/8/2025Nicolet Advisory Services LLC11,580$282K0.0%N/A0.003%
5/8/2025Pasadena Private Wealth LLC251,791$6.06M1.2%+1.8%0.063%
5/8/2025Harbour Investments Inc.56,366$1.36M0.0%+61.7%0.014%
5/8/2025Sound View Wealth Advisors Group LLC17,647$425K0.0%+5.7%0.004%
5/8/2025Natixis Advisors LLC15,941$384K0.0%+48.5%0.004%
5/8/2025North Star Asset Management Inc.11,500$327K0.0%N/A0.003%
5/8/2025Entruity Wealth LLC152,743$3.68M3.5%-2.9%0.038%
5/8/2025XTX Topco Ltd100,573$2.42M0.1%+24.6%0.025%
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5/8/2025Geneos Wealth Management Inc.269,812$6.49M0.2%+9.9%0.068%
5/7/2025Hurley Capital LLC41,533$999K0.8%-7.2%0.010%
5/7/2025New Republic Capital LLC8,323$200K0.1%N/A0.002%
5/7/2025Foundations Investment Advisors LLC32,563$783K0.0%+19.4%0.008%
5/7/2025LPL Financial LLC1,460,290$35.14M0.0%+0.6%0.368%
5/7/2025Valued Retirements Inc.105,147$2.53M3.3%+80.2%0.026%
5/7/2025Waddell & Associates LLC69,607$1.68M0.2%-8.4%0.018%
5/6/2025Assetmark Inc.1,272$31K0.0%N/A0.000%
5/6/2025Cetera Investment Advisers1,155,076$27.79M0.1%+2.1%0.291%
5/6/2025Avantax Advisory Services Inc.412,105$9.92M0.1%+2,489.9%0.104%
(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, 453 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 ($120.94M), CENTRAL TRUST Co ($111.73M), Pekin Hardy Strauss Inc. ($101.69M), Polar Asset Management Partners Inc. ($91.95M), and Bleakley Financial Group LLC ($66.70M).Learn more on Sprott Physical Gold Trust's institutional investors.

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

Of the 391 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: Simplicity Wealth LLC ($3.91M), International Assets Investment Management LLC ($2.86M), Raymond James Financial Inc. ($2.22M), Matauro LLC ($2.14M), IMC Chicago LLC ($1.99M), 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 33,004,865 shares in the last 24 months. This purchase volume represents approximately $691.63M in transactions.

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

Of the 190 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 ($3.87M), International Assets Investment Management LLC ($2.85M), Jane Street Group LLC ($2.30M), IMC Chicago LLC ($1.92M), CENTRAL TRUST Co ($1.66M), and Evanson Asset Management LLC ($1.10M).

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

Institutional investors have sold a total of 26,391,159 shares in the last 24 months. This volume of shares sold represents approximately $558.99M in transactions.



This page (NYSEARCA:PHYS) was last updated on 7/5/2025 by MarketBeat.com Staff
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