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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$25.12 +0.51 (+2.07%)
As of 05/20/2025 04:10 PM Eastern

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)
$736.80M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$558.93M
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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
5/20/2025Belpointe Asset Management LLC93,754$2.26M0.1%N/A0.024%
5/20/2025 Focus Partners Wealth8,331$200K0.0%N/A0.002%
5/20/2025Integrity Alliance LLC.16,413$395K0.0%N/A0.004%
5/19/2025 Jane Street Group LLC976,052$23.48M0.0%-50.9%0.246%
5/16/2025 Strait & Sound Wealth Management LLC9,117$219K0.1%N/A0.002%
5/16/2025 Challenger Wealth Management15,573$375K0.3%-6.0%0.004%
5/16/2025 Ashton Thomas Private Wealth LLC20,301$488K0.0%-9.7%0.005%
5/16/2025 Goldman Sachs Group Inc.20,727$499K0.0%-49.1%0.005%
5/16/2025 Permanens Capital L.P.70,327$1.69M0.3%N/A0.018%
5/16/2025 Mountain Lake Investment Management LLC490,593$11.80M11.1%+30.5%0.123%
5/16/2025 Polar Asset Management Partners Inc.3,821,555$91.95M2.1%-12.6%0.962%
5/16/2025 NewEdge Advisors LLC63,605$1.53M0.0%-3.3%0.016%
5/16/2025 Integrated Wealth Concepts LLC571,700$13.76M0.2%-12.9%0.144%
5/16/2025 Beaird Harris Wealth Management LLC88,930$2.14M0.2%-1.2%0.022%
5/16/2025 AQR Capital Management LLC10,800$260K0.0%N/A0.003%
5/16/2025 Ancora Advisors LLC277,878$6.69M0.1%+15.3%0.070%
5/15/2025 Federation des caisses Desjardins du Quebec5,304,046$127.59M0.6%-0.9%1.335%
5/15/2025 Royal Bank of Canada7,917,978$190.51M0.0%+18.3%1.993%
5/15/2025 Insight Wealth Partners LLC84,029$2.02M0.3%-18.3%0.021%
5/15/2025 Baird Financial Group Inc.772,874$18.60M0.0%-1.1%0.195%
5/15/2025 Vident Advisory LLC335,373$8.07M0.1%+14.7%0.084%
5/15/2025 Evergreen Capital Management LLC259,180$6.24M0.2%+8.7%0.065%
5/14/2025 CreativeOne Wealth LLC69,704$1.68M0.1%+3.6%0.018%
5/14/2025 Jane Street Group LLC976,052$23.48M0.0%-50.9%0.246%
5/14/2025 Freedom Investment Management Inc.44,667$1.08M0.1%-6.1%0.011%
5/14/2025 Walleye Capital LLC28,400$683K0.0%N/A0.007%
5/14/2025 Oliver Luxxe Assets LLC11,000$265K0.0%+10.2%0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.943,412$22.70M0.0%-3.2%0.237%
5/14/2025 Sprott Inc.1,988,236$47.84M2.6%-4.8%0.500%
5/14/2025 Kestra Advisory Services LLC997,846$24.01M0.1%-31.2%0.251%
5/14/2025 Capital Wealth Alliance LLC972,330$23.39M14.0%+1.3%0.245%
5/14/2025 Summit Financial LLC43,659$1.05M0.0%+25.8%0.011%
5/14/2025 Flow Traders U.S. LLC134,502$3.24M0.1%-64.7%0.034%
5/14/2025 New Harbor Financial Group LLC84,344$2.03M0.5%-17.7%0.021%
5/14/2025 Andina Capital Management LLC45,962$1.11M0.8%N/A0.012%
5/13/2025 Aptus Capital Advisors LLC55,717$1.34M0.0%-0.8%0.014%
5/13/2025 Elequin Capital LP148,682$3.58M0.4%+18,649.3%0.037%
5/13/2025 Freestone Capital Holdings LLC48,431$1.17M0.0%+3.4%0.012%
5/13/2025 Steward Partners Investment Advisory LLC298,629$7.19M0.1%-9.1%0.075%
5/13/2025 Raymond James Financial Inc.2,077,643$49.99M0.0%-6.2%0.523%
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5/13/2025 Philadelphia Trust Co.429,114$10.32M0.9%-5.4%0.108%
5/13/2025 Nations Financial Group Inc. IA ADV12,454$300K0.0%-3.9%0.003%
5/13/2025 Thompson Davis & CO. Inc.14,700$354K0.3%N/A0.004%
5/13/2025 Kovitz Investment Group Partners LLC28,657$689K0.0%-54.9%0.007%
5/13/2025 HighTower Advisors LLC899,783$21.65M0.0%+7.5%0.226%
5/12/2025 Blueprint Financial Advisors LLC230,583$5.55M3.0%N/A0.058%
5/12/2025 SouthState Corp1,885,075$45.36M2.1%+0.6%0.474%
5/12/2025 Cobblestone Capital Advisors LLC NY20,549$494K0.0%-6.4%0.005%
5/12/2025 Aveo Capital Partners LLC29,214$753K0.1%-3.0%0.007%
5/12/2025 Blueprint Investment Partners LLC231,083$5.56M1.0%+1.4%0.058%
5/12/2025 Biltmore Family Office LLC299,475$7.21M1.2%-0.3%0.075%
5/12/2025 Townsquare Capital LLC78,702$1.89M0.0%+61.9%0.020%
5/12/2025 Wolverine Asset Management LLC21,983$529K0.0%N/A0.006%
5/12/2025 National Bank of Canada FI499,516$11.90M0.0%+10.4%0.126%
5/12/2025 LaSalle St. Investment Advisors LLC66,037$1.59M0.4%+213.9%0.017%
5/12/2025 Beam Wealth Advisors Inc.22,163$533K0.2%+5.4%0.006%
5/12/2025 AlphaCore Capital LLC60,837$1.45M0.1%N/A0.015%
5/9/2025 Ritter Daniher Financial Advisory LLC DE3,200$77K0.0%N/A0.001%
5/9/2025 Atria Wealth Solutions Inc.406,043$9.77M0.1%-20.7%0.102%
5/9/2025 Thoroughbred Financial Services LLC12,170$292K0.0%-3.4%0.003%
5/9/2025 IPG Investment Advisors LLC49,133$1.18M0.3%-1.3%0.012%
5/9/2025 Commonwealth Equity Services LLC1,532,259$36.87M0.1%+12.5%0.386%
5/9/2025 Smithfield Trust Co6,172$148K0.0%+146.9%0.002%
5/9/2025 Blair William & Co. IL300,205$7.22M0.0%+11.8%0.076%
5/9/2025 Generation Capital Management LLC10,640$256K0.2%N/A0.003%
5/9/2025 Scotia Capital Inc.758,099$18.26M0.1%+137.0%0.191%
5/9/2025 Cheviot Value Management LLC1,175$30K0.0%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.153,518$3.69M0.0%+42.4%0.039%
5/9/2025 Jupiter Asset Management Ltd.1,953,178$47.06M0.5%+10.9%0.492%
5/8/2025 IFG Advisory LLC11,608$279K0.0%+4.1%0.003%
5/8/2025 Baker Avenue Asset Management LP43,690$1.05M0.0%-1.0%0.011%
5/8/2025 Commerce Bank32,536$783K0.0%-3.0%0.008%
5/8/2025 Moors & Cabot Inc.143,380$3.45M0.2%-2.5%0.036%
5/8/2025 US Bancorp DE163,557$3.94M0.0%+108.8%0.041%
5/8/2025 Nicolet Advisory Services LLC11,580$282K0.0%N/A0.003%
5/8/2025 Pasadena Private Wealth LLC251,791$6.06M1.2%+1.8%0.063%
5/8/2025 Harbour Investments Inc.56,366$1.36M0.0%+61.7%0.014%
5/8/2025 Sound View Wealth Advisors Group LLC17,647$425K0.0%+5.7%0.004%
5/8/2025 Natixis Advisors LLC15,941$384K0.0%+48.5%0.004%
5/8/2025 North Star Asset Management Inc.11,500$327K0.0%N/A0.003%
5/8/2025 Entruity Wealth LLC152,743$3.68M3.5%-2.9%0.038%
5/8/2025 XTX Topco Ltd100,573$2.42M0.1%+24.6%0.025%
5/8/2025 Geneos Wealth Management Inc.269,812$6.49M0.2%+9.9%0.068%
5/7/2025 Hurley Capital LLC41,533$999K0.8%-7.2%0.010%
5/7/2025 New Republic Capital LLC8,323$200K0.1%N/A0.002%
5/7/2025 Foundations Investment Advisors LLC32,563$783K0.0%+19.4%0.008%
5/7/2025 LPL Financial LLC1,460,290$35.14M0.0%+0.6%0.368%
5/7/2025 Valued Retirements Inc.105,147$2.53M3.3%+80.2%0.026%
5/7/2025 Waddell & Associates LLC69,607$1.68M0.2%-8.4%0.018%
5/6/2025 Assetmark Inc.1,272$31K0.0%N/A0.000%
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5/6/2025 Cetera Investment Advisers1,155,076$27.79M0.1%+2.1%0.291%
5/6/2025 Avantax Advisory Services Inc.412,105$9.92M0.1%+2,489.9%0.104%
5/6/2025 Brookwood Investment Group LLC39,015$939K0.2%N/A0.010%
5/6/2025 Guild Investment Management Inc.385,039$9.26M9.7%+0.8%0.097%
5/6/2025 AE Wealth Management LLC62,940$1.51M0.0%-25.6%0.016%
5/6/2025 Wakefield Asset Management LLLP71,250$1.71M0.5%-12.5%0.018%
5/6/2025 City National Bank of Florida MSD41,200$991K0.9%N/A0.010%
5/6/2025 Quadrant Private Wealth Management LLC99,513$2.39M0.6%+5.0%0.025%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich12,944$311K0.0%-3.0%0.003%
5/6/2025 Financial Sense Advisors Inc.194,820$4.69M1.3%+79.9%0.049%
(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, 452 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 PHYS's institutional investors.

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

Of the 390 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 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 46,839,226 shares in the last 24 months. This purchase volume represents approximately $919.45M in transactions.

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

Of the 224 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. ($6.52M), Simplicity Wealth LLC ($3.87M), International Assets Investment Management LLC ($2.85M), Jane Street Group LLC ($2.61M), IMC Chicago LLC ($1.92M), Bluefin Capital Management LLC ($1.79M), and CENTRAL TRUST Co ($1.66M).

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

Institutional investors have sold a total of 33,522,616 shares in the last 24 months. This volume of shares sold represents approximately $671.28M in transactions.



This page (NYSEARCA:PHYS) was last updated on 5/21/2025 by MarketBeat.com Staff
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