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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$25.66 +0.49 (+1.95%)
Closing price 08/1/2025 04:10 PM Eastern
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$25.66 0.00 (0.00%)
As of 08/1/2025 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sprott Physical Gold Trust (NYSEARCA:PHYS)

Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$782.60M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$610.15M
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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
8/1/2025Biltmore Family Office LLC294,990$7.48M1.3%-1.5%0.064%
8/1/2025Rossby Financial LCC59,750$1.52M0.6%+4.9%0.013%
8/1/2025Transcend Capital Advisors LLC309,749$7.85M0.6%+31.3%0.067%
8/1/2025Brookwood Investment Group LLC37,134$941K0.2%-4.8%0.008%
8/1/2025First Command Advisory Services Inc.2,812$71K0.0%N/A0.001%
8/1/2025Pasadena Private Wealth LLC209,479$5.31M0.9%-16.8%0.045%
8/1/2025Ashton Thomas Private Wealth LLC27,091$687K0.0%+33.4%0.006%
8/1/2025Envestnet 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%
7/25/2025 Atria Wealth Solutions Inc.123,009$3.13M0.1%-69.7%0.027%
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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%
7/24/2025 Blair William & Co. IL258,356$6.55M0.0%-13.9%0.056%
7/24/2025 Columbia Advisory Partners LLC56,560$1.43M1.1%-7.2%0.012%
7/23/2025 Tectonic Advisors LLC28,257$716K0.0%-10.2%0.006%
7/23/2025 Vontobel Holding Ltd.20,000$507K0.0%-9.1%0.004%
7/23/2025 Guild Investment Management Inc.363,455$9.21M8.0%-5.6%0.078%
7/23/2025 Pure Portfolios Holdings LLC12,490$317K0.1%-9.4%0.003%
7/23/2025 Euro Pacific Asset Management LLC49,064$1.18M0.2%+2.7%0.011%
7/23/2025 Prime Capital Investment Advisors LLC8,255$209K0.0%-77.7%0.002%
7/22/2025 Belpointe Asset Management LLC96,804$2.45M0.1%+3.3%0.021%
7/22/2025 Euro Pacific Asset Management LLC49,064$1.24M0.2%+2.7%0.011%
7/22/2025 JP Wealth Management Inc.192,955$4.89M3.7%N/A0.042%
7/22/2025 DAVENPORT & Co LLC117,735$2.99M0.0%+25.7%0.025%
7/22/2025 Hubbell Strickland Wealth Management LLC259,978$6.59M2.9%-2.2%0.056%
7/22/2025 Beacon Financial Advisory LLC8,398$213K0.1%N/A0.002%
7/22/2025 IMC Chicago LLC3,204,243$81.23M0.0%+2,849.6%0.690%
7/22/2025 Simplicity Wealth LLC51,508$1.31M0.1%+25.0%0.011%
7/22/2025 Wealthcare Capital Management LLC1,077,957$27.33M2.9%-36.6%0.232%
7/22/2025 Wealthcare Advisory Partners LLC488,158$12.38M0.3%-9.9%0.105%
7/22/2025 Elevate Capital Advisors LLC197,208$5.00M4.0%-2.5%0.042%
7/21/2025 Ameriflex Group Inc.1,000$25K0.0%+66.7%0.000%
7/21/2025 Phraction Management LLC168,463$4.27M1.4%-13.8%0.036%
7/21/2025 Ameritas Advisory Services LLC155,591$3.94M0.2%-43.9%0.034%
7/21/2025 Synergy Asset Management LLC15,512$393K0.0%+3.0%0.003%
7/21/2025 Hilltop National Bank1,264$32K0.0%N/A0.000%
7/21/2025 Matauro LLC2,020,000$51.21M9.6%-5.7%0.435%
7/21/2025 Mendota Financial Group LLC10,000$254K0.2%-9.1%0.002%
7/21/2025 J2 Capital Management Inc28,571$724K0.6%-5.6%0.006%
7/18/2025 Clarity Financial LLC15,895$403K0.0%-2.8%0.003%
7/18/2025 SMI Advisory Services LLC341,901$8.76M1.7%-1.0%0.074%
7/18/2025 PFG Investments LLC257,811$6.54M0.4%+0.5%0.056%
7/18/2025 Truist Financial Corp132,595$3.36M0.0%+36.8%0.029%
7/17/2025 Chicago Capital LLC186,978$4.74M0.1%+1.6%0.040%
7/17/2025 HB Wealth Management LLC8,337$211K0.0%N/A0.002%
7/17/2025 Kavar Capital Partners Group LLC47,500$1.20M0.2%-7.6%0.010%
7/17/2025 Janney Montgomery Scott LLC300,116$7.61M0.0%-22.4%0.065%
7/17/2025 Montis Financial LLC87,951$2.23M0.6%-2.9%0.019%
7/17/2025 Black Point Wealth Management28,299$717K20.5%-69.4%0.006%
7/17/2025 Hengehold Capital Management LLC456,451$11.57M1.1%+982.6%0.098%
7/16/2025 TRU Independence Asset Management 2 LLC31,202$791K0.5%+178.5%0.007%
7/16/2025 ORG Wealth Partners LLC69,072$1.76M0.5%+13.8%0.015%
7/16/2025 Signaturefd LLC15,000$380K0.0%-26.2%0.003%
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7/16/2025 ORG Partners LLC186,991$4.78M1.0%+59.0%0.040%
7/16/2025 True North Advisors LLC35,008$887K0.2%-2.3%0.008%
7/16/2025 Beaumont Financial Advisors LLC170,064$4.31M0.3%-1.8%0.037%
7/16/2025 Crown Wealth Group LLC26,363$668K0.3%+5.2%0.006%
7/16/2025 Kerntke Otto McGlone Wealth Management Group77,865$1.97M1.6%N/A0.017%
7/16/2025 Essex Financial Services Inc.405,197$10.27M0.7%-3.0%0.087%
7/16/2025 Dakota Wealth Management121,157$3.07M0.1%+35.8%0.026%
7/16/2025 Perigon Wealth Management LLC17,718$449K0.0%-2.3%0.004%
7/16/2025 Pacific Sage Partners LLC320,153$8.12M1.6%-2.1%0.069%
7/15/2025 Palumbo Wealth Management LLC232,141$5.89M1.8%-16.2%0.050%
(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, 462 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), CENTRAL TRUST Co ($111.73M), Pekin Hardy Strauss Inc. ($101.69M), 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 398 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 36,054,687 shares in the last 24 months. This purchase volume represents approximately $782.60M in transactions.

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

Of the 210 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), IMC Chicago LLC ($1.92M), CENTRAL TRUST Co ($1.66M), 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 28,049,320 shares in the last 24 months. This volume of shares sold represents approximately $610.15M in transactions.



This page (NYSEARCA:PHYS) was last updated on 8/2/2025 by MarketBeat.com Staff
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