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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$30.99 +0.50 (+1.64%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$30.94 -0.05 (-0.16%)
As of 05:47 AM 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)
378
Total
Institutional Inflows
(last 12 months)
$848.81M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$656.90M
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Skip Chart & View Institutional Buying and Selling Data

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
10/8/2025Armstrong Advisory Group Inc.16,031$475K0.0%+35.9%0.003%
10/8/2025Asset Allocation Strategies LLC17,875$529K0.1%N/A0.004%
10/8/2025Fiduciary Alliance LLC6,895$204K0.0%N/A0.001%
10/8/2025Wedmont Private Capital59,813$1.82M0.1%N/A0.013%
10/7/2025 TCP Asset Management LLC576,152$17.07M3.0%+0.7%0.124%
10/6/2025 SMI Advisory Services LLC339,343$10.13M1.9%-0.7%0.073%
9/29/2025 Summit Financial Wealth Advisors LLC8,000$203K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC139,036$3.53M0.0%-0.7%0.030%
9/4/2025Osaic Holdings Inc.927,690$23.52M0.0%-23.3%0.200%
8/29/2025Total Investment Management Inc.6,491$165K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.6,714$170K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC24,856$630K0.0%+15.7%0.005%
8/19/2025B. Riley Wealth Advisors Inc.11,314$287K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC306,447$7.71M0.1%-7.3%0.066%
8/18/2025Geneos Wealth Management Inc.221,171$5.61M0.1%-9.5%0.048%
8/16/2025Evergreen Capital Management LLC254,542$6.45M0.2%-1.8%0.055%
8/15/2025Corient Private Wealth LLC278,072$7.05M0.0%+98.5%0.060%
8/15/2025Captrust Financial Advisors2,453,340$62.19M0.1%+0.9%0.529%
8/15/2025Keel Point LLC40,090$1.02M0.1%-4.4%0.009%
8/15/2025Vident Advisory LLC322,264$8.17M0.1%-3.9%0.069%
8/15/2025Two Sigma Securities LLC17,498$444K0.1%-74.3%0.004%
8/15/2025Tidal Investments LLC867,575$21.99M0.1%+47.1%0.187%
8/15/2025Smartleaf Asset Management LLC3,937$98K0.0%+80.1%0.001%
8/15/2025Snowden Capital Advisors LLC10,285$261K0.0%+21.6%0.002%
8/15/2025Orion Porfolio Solutions LLC24,856$630K0.0%+15.7%0.005%
8/15/2025MML Investors Services LLC76,656$1.94M0.0%-5.2%0.017%
8/15/2025Manatuck Hill Partners LLC262,500$6.65M2.5%-36.4%0.057%
8/15/2025IHT Wealth Management LLC67,837$1.72M0.0%-1.0%0.015%
8/15/2025Great Valley Advisor Group Inc.117,147$2.97M0.1%-23.7%0.025%
8/15/2025EP Wealth Advisors LLC18,337$465K0.0%-5.2%0.004%
8/15/2025Benjamin Edwards Inc.42,405$1.08M0.0%N/A0.009%
8/15/2025Bank of America Corp DE909,453$23.06M0.0%-3.0%0.196%
8/15/2025Ameriprise Financial Inc.32,087$813K0.0%-7.6%0.007%
8/15/2025Avenir Corp60,310$1.53M0.2%+55.2%0.013%
8/14/2025Jane Street Group LLC1,618,276$41.02M0.0%+65.8%0.349%
8/14/2025Ausdal Financial Partners Inc.292,451$7.41M0.5%+23.8%0.063%
8/14/2025Raymond James Financial Inc.1,689,784$42.84M0.0%-18.7%0.364%
8/14/2025Darwin Wealth Management LLC19,283$489K0.2%N/A0.004%
8/14/2025Laird Norton Wetherby Trust Company LLC304,656$7.72M1.1%+7.9%0.066%
8/14/2025Concorde Financial Corp620,923$15.74M9.3%-26.4%0.134%
8/14/2025NewEdge Advisors LLC91,329$2.32M0.0%+43.6%0.020%
8/14/2025Hurley Capital LLC40,898$1.04M0.7%-1.5%0.009%
8/14/2025Transce3nd LLC1,515$38K0.0%+129.5%0.000%
8/14/2025Baker Avenue Asset Management LP54,890$1.39M0.0%+25.6%0.012%
8/14/2025Cerity Partners LLC77,964$1.98M0.0%+14.0%0.017%
8/13/2025Rockport Wealth LLC14,330$363K0.1%-61.5%0.003%
8/13/2025New Harbor Financial Group LLC87,324$2.21M0.5%+3.5%0.019%
8/13/2025StoneX Group Inc.62,201$1.58M0.1%+44.9%0.013%
8/13/2025Seaview Investment Managers LLC97,920$2.48M0.5%-8.8%0.021%
8/13/2025Flow Traders U.S. LLC141,030$3.58M0.1%+4.9%0.030%
8/13/2025Cresset Asset Management LLC48,487$1.23M0.0%-64.0%0.010%
8/13/2025Proactive Wealth Strategies LLC135,416$3.43M1.6%+22.1%0.029%
8/13/2025Gateway Wealth Partners LLC18,564$471K0.1%+19.2%0.004%
8/13/2025Walleye Capital LLC44,300$1.12M0.0%+56.0%0.010%
8/13/2025Philadelphia Trust Co.359,487$9.11M0.7%-16.2%0.077%
8/13/2025Baird Financial Group Inc.792,223$20.08M0.0%+2.5%0.171%
8/13/2025Sonoma Private Wealth LLC70,267$1.78M2.2%+14.7%0.015%
8/13/2025EverSource Wealth Advisors LLC25,730$652K0.0%+164.5%0.006%
8/13/2025Beacon Pointe Advisors LLC597,781$15.15M0.2%+7.8%0.129%
8/13/2025Valued Retirements Inc.133,900$3.39M3.8%+27.3%0.029%
8/13/2025Claret Asset Management Corp61,400$1.56M0.2%+3.5%0.013%
8/13/2025Lumbard & Kellner LLC23,705$601K0.3%N/A0.005%
8/13/2025Lido Advisors LLC34,843$883K0.0%-5.3%0.008%
8/13/2025Independent Family Office LLC51,316$1.30M0.6%-25.0%0.011%
8/13/2025Scotia Capital Inc.868,624$22.21M0.1%+14.6%0.187%
8/13/2025Northwestern Mutual Wealth Management Co.969,658$24.58M0.0%+2.8%0.209%
8/12/2025J.W. Cole Advisors Inc.69,385$1.76M0.0%+16.1%0.015%
8/12/2025Blueprint Financial Advisors LLC227,655$5.77M1.8%-1.3%0.049%
8/12/2025Manchester Capital Management LLC1,000$25K0.0%N/A0.000%
8/12/2025Financial Advocates Investment Management73,199$1.86M0.2%+106.1%0.016%
8/12/2025Laurel Wealth Advisors LLC11,180$283K0.0%+2,435.1%0.002%
8/12/2025XTX Topco Ltd19,359$491K0.0%-80.8%0.004%
8/12/2025Steward Partners Investment Advisory LLC281,887$7.15M0.1%-5.6%0.061%
8/12/2025Insigneo Advisory Services LLC104,051$2.64M0.2%+2.9%0.022%
8/12/2025CreativeOne Wealth LLC110,481$2.80M0.1%+58.5%0.024%
8/12/2025 TCP Asset Management LLC572,423$14.51M2.9%-5.6%0.123%
8/12/2025Entruity Wealth LLC155,072$3.93M3.3%+1.5%0.033%
8/12/2025Meridian Wealth Advisors LLC23,469$595K0.1%N/A0.005%
8/12/2025Cozad Asset Management Inc.33,023$837K0.1%+7.7%0.007%
8/12/2025AlphaCore Capital LLC120,837$3.06M0.1%+98.6%0.026%
8/12/2025Blueprint Investment Partners LLC227,655$5.77M1.0%-1.5%0.049%
8/12/2025Journey Strategic Wealth LLC25,411$644K0.0%+77.7%0.005%
8/12/2025MAI Capital Management15,409$391K0.0%+16.0%0.003%
8/12/2025JPMorgan Chase & Co.299,483$7.59M0.0%-44.1%0.065%
8/12/2025Bank Julius Baer & Co. Ltd Zurich11,715$297K0.0%-9.5%0.003%
8/12/2025Auxano Advisors LLC1,007,806$25.55M6.0%-1.3%0.217%
8/12/2025Howe & Rusling Inc.22,707$576K0.0%+18.1%0.005%
8/12/2025Accordant Advisory Group Inc371,431$9.42M7.0%+10.5%0.080%
8/12/2025Quilter Plc448,093$11.36M0.2%-2.5%0.097%
8/11/2025TD Waterhouse Canada Inc.290,527$7.41M0.1%+25.7%0.063%
8/11/2025Oberndorf William E161,074$4.08M4.5%N/A0.035%
8/8/2025MTM Investment Management LLC1,200$30K0.0%N/A0.000%
8/8/2025Rockefeller Capital Management L.P.134,958$3.42M0.0%-0.6%0.029%
8/8/2025Kingsview Wealth Management LLC243,409$6.17M0.1%+25.3%0.052%
8/8/2025Avantax Advisory Services Inc.545,100$13.82M0.1%+32.3%0.117%
8/8/2025Thoroughbred Financial Services LLC9,225$233K0.0%-24.2%0.002%
8/8/2025Cetera Investment Advisers1,199,310$30.40M0.1%+3.8%0.258%
8/8/2025Creative Planning205,995$5.22M0.0%-27.8%0.044%
8/8/2025Foundations Investment Advisors LLC33,354$846K0.0%+2.4%0.007%
8/8/2025Islay Capital Management LLC40,161$1.02M0.7%-2.4%0.009%
(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, 487 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), Pekin Hardy Strauss Inc. ($109.28M), CENTRAL TRUST Co ($108.02M), 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 420 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), Jane Street Group LLC ($2.35M), Raymond James Financial Inc. ($2.22M), Matauro LLC ($2.14M), 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 38,171,549 shares in the last 24 months. This purchase volume represents approximately $848.81M in transactions.

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

Of the 228 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), CENTRAL TRUST Co ($2.04M), IMC Chicago LLC ($1.92M), 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 29,651,187 shares in the last 24 months. This volume of shares sold represents approximately $656.55M in transactions.



This page (NYSEARCA:PHYS) was last updated on 10/9/2025 by MarketBeat.com Staff
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