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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$34.11 -0.26 (-0.76%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$34.14 +0.03 (+0.09%)
As of 05/22/2026 07:57 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$958.43M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Segall Bryant & Hamill LLC5,200$184K0.0%N/A0.001%
5/21/2026 Essential Partners LLC419,852$14.88M5.0%+1.0%0.088%
5/19/2026 Western Wealth Management LLC8,770$311K0.0%-15.1%0.002%
5/19/2026 McIlrath & Eck LLC137,968$4.89M0.4%N/A0.029%
5/19/2026 NewEdge Advisors LLC68,537$2.43M0.0%-25.5%0.014%
5/19/2026 Bank of America Corp DE832,843$29.52M0.0%-5.1%0.175%
5/19/2026 Arkadios Wealth Advisors20,774$736K0.0%N/A0.004%
5/18/2026 Sunbelt Securities Inc.12,898$457K0.0%+29.6%0.003%
5/18/2026 EverSource Wealth Advisors LLC65,201$2.31M0.1%+15.4%0.014%
5/18/2026 Empire Financial Management Company LLC165,507$5.87M1.3%+2.7%0.035%
5/18/2026 Royal Bank of Canada9,065,043$321.27M0.1%-4.7%1.902%
5/16/2026 Quantinno Capital Management LP59,933$2.12M0.0%+5.4%0.013%
5/15/2026 Gateway Wealth Partners LLC82,584$2.93M0.1%+284.8%0.017%
5/15/2026 Weiss Asset Management LP484,101$17.16M0.3%N/A0.102%
5/15/2026 Matrix Private Capital Group LLC70,408$2.50M1.2%N/A0.015%
5/15/2026 Waverly Advisors LLC55,225$1.96M0.0%+28.9%0.012%
5/15/2026 Van Den Berg Management I Inc.834,961$29.59M6.8%-2.3%0.175%
5/15/2026 Cannell & Spears LLC617,290$21.88M0.4%+0.4%0.129%
5/14/2026 Compound Planning Inc.44,841$1.59M0.0%+91.2%0.009%
5/14/2026 Modern Wealth Management LLC5,850$211K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC37,672$1.34M0.0%-4.1%0.008%
5/13/2026 Cetera Investment Advisers1,726,789$61.20M0.1%+5.6%0.362%
5/13/2026 Wealthspire Retirement LLC7,034$249K0.0%+7.1%0.001%
5/13/2026 NewEdge Wealth LLC234,115$8.30M0.1%-10.3%0.049%
5/12/2026 Insight Advisors LLC PA45,514$1.61M0.3%-6.9%0.010%
5/12/2026 Barometer Capital Management Inc.19,000$673K0.3%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.221,199$7.84M0.0%-2.5%0.046%
5/7/2026 Basepoint Wealth LLC788,317$27.94M16.0%-21.3%0.165%
5/7/2026 Hollencrest Capital Management88,780$3.15M0.1%-2.1%0.019%
5/7/2026 Scarborough Advisors LLC1,151$41K0.0%+2,202.0%0.000%
5/7/2026 Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
5/7/2026 World Equity Group Inc.20,659$732K0.2%N/A0.004%
5/6/2026 Clifford Swan Investment Counsel LLC62,635$2.22M0.1%-0.6%0.013%
5/6/2026 Euro Pacific Asset Management LLC46,436$1.65M0.2%-3.6%0.010%
5/6/2026 Quadrant Private Wealth Management LLC114,222$4.05M0.6%+1.5%0.024%
5/6/2026 FSA Advisors Inc.11,928$423K0.3%+76.8%0.003%
5/6/2026 Kera Capital Partners Inc.361,380$12.81M1.6%+1.5%0.076%
5/6/2026 Assetmark Inc.1,389$49K0.0%-20.7%0.000%
5/6/2026 NovaPoint Capital LLC140,336$4.97M1.2%-4.7%0.029%
5/6/2026 Main Street Group LTD1,530$54K0.0%N/A0.000%
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5/6/2026 WIT Partners Advisory Pte. Ltd.941,220$33.36M9.8%+340.5%0.197%
5/6/2026 Bessemer Group Inc.7,263$257K0.0%+10.3%0.002%
5/6/2026 Independent Financial Group LLC16,345$579K0.0%N/A0.003%
5/6/2026 Birchwood Financial Partners Inc.6,095$216K0.2%N/A0.001%
5/5/2026 Rockport Wealth LLC15,415$546K0.1%+10.0%0.003%
5/5/2026 D.A. Davidson & CO.113,876$4.04M0.0%+15.0%0.024%
5/5/2026 Beaumont Financial Advisors LLC176,322$6.25M0.4%-3.8%0.037%
5/5/2026 Marks Group Wealth Management Inc5,710$202K0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp26,283$931K0.0%-3.6%0.006%
5/5/2026 Pacific Wealth Management9,225$327K0.2%+21.9%0.002%
5/5/2026 IMC Chicago LLC2,449,218$86.80M0.0%+494.3%0.514%
5/5/2026 Harmony Asset Management LLC21,619$766K0.2%-17.4%0.005%
5/5/2026 Geneos Wealth Management Inc.180,476$6.40M0.1%-8.9%0.038%
5/5/2026 SouthState Bank Corp1,735,437$61.50M2.9%-3.2%0.364%
5/5/2026 Sanctuary Advisors LLC467,109$16.55M0.1%+9.4%0.098%
5/5/2026 Sigma Planning Corp7,795$276K0.0%-7.9%0.002%
5/5/2026 Nwam LLC54,009$1.91M0.1%-23.1%0.011%
5/4/2026 Bleakley Financial Group LLC2,219,816$78.67M1.2%-2.7%0.466%
5/1/2026 180 Wealth Advisors LLC28,361$1.01M0.1%+73.4%0.006%
5/1/2026 Summit Financial Strategies Inc.6,602$234K0.0%+5.3%0.001%
5/1/2026 Darwin Wealth Management LLC15,359$544K0.2%+3.5%0.003%
5/1/2026 Simplicity Wealth LLC19,525$692K0.0%+9.1%0.004%
5/1/2026 Sequoia Financial Advisors LLC28,546$1.01M0.0%+3.8%0.006%
4/30/2026 Kestra Advisory Services LLC1,347,193$47.75M0.2%+39.7%0.283%
4/30/2026 Money Concepts Capital Corp276,345$9.79M0.5%+10.0%0.058%
4/30/2026 Sumitomo Mitsui Trust Group Inc.68,600$2.43M0.0%-5.9%0.014%
4/30/2026 Beam Wealth Advisors Inc.38,272$1.36M0.3%+2.0%0.008%
4/29/2026 Hoey Investments Inc.11,000$390K0.1%-21.4%0.002%
4/29/2026 Integrated Advisors Network LLC5,715$203K0.0%N/A0.001%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co22,132$784K0.4%-17.0%0.005%
4/28/2026 Collaborative Fund Advisors LLC48,950$1.74M1.1%N/A0.010%
4/28/2026 Nvest Financial LLC24,240$859K0.3%+2.2%0.005%
4/28/2026 FLP Wealth Management LLC30,368$1.08M1.8%-48.9%0.006%
4/28/2026 DGS Capital Management LLC9,083$322K0.1%N/A0.002%
4/28/2026 Ascentis Independent Advisors141,489$5.01M0.4%N/A0.030%
4/28/2026 Stephens Inc. AR110,099$3.90M0.0%+215.2%0.023%
4/28/2026 K.J. Harrison & Partners Inc505,278$17.90M2.9%+88.4%0.106%
4/28/2026 Cobblestone Asset Management LLC22,020$780K0.4%+27.8%0.005%
4/28/2026 Howe & Rusling Inc.36,045$1.28M0.1%+37.5%0.008%
4/28/2026 Latitude Advisors LLC30,115$1.07M0.5%-1.4%0.006%
4/27/2026 Oxbow Advisors LLC35,818$1.27M0.1%-11.1%0.008%
4/27/2026 PFG Investments LLC245,609$8.70M0.4%-5.1%0.052%
4/27/2026 BIP Wealth LLC506,722$17.96M0.7%+3.1%0.106%
4/27/2026 World Investment Advisors245,143$8.69M0.1%+18.0%0.051%
4/27/2026 Canal Capital Management LLC37,777$1.34M0.2%N/A0.008%
4/27/2026 Private Advisor Group LLC638,594$22.63M0.1%+1.2%0.134%
4/27/2026 Sound Income Strategies LLC8,089$292K0.0%-9.5%0.002%
4/25/2026 Keybank National Association OH61,127$2.17M0.0%+449.4%0.013%
4/24/2026 Root Financial Partners LLC3,995$142K0.0%N/A0.001%
4/24/2026 Capital Asset Advisory Services LLC10,621$388K0.0%N/A0.002%
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4/24/2026 Essex Financial Services Inc.405,027$14.35M0.8%+0.7%0.085%
4/24/2026 Columbia Advisory Partners LLC37,108$1.32M0.8%+6.1%0.008%
4/24/2026 Harbor Investment Advisory LLC8,940$317K0.0%+46.8%0.002%
4/23/2026 KOM Wealth Management Group LLC134,538$4.77M3.3%+11.3%0.028%
4/23/2026 Intrua Financial LLC17,792$631K0.1%-77.3%0.004%
4/23/2026 Grand Central Investment Group109,812$3.89M2.9%+0.8%0.023%
4/23/2026 Portus Wealth Advisors LLC6,921$245K0.2%N/A0.001%
4/23/2026 Apollon Financial LLC16,963$601K0.1%+35.9%0.004%
4/23/2026 Apollon Wealth Management LLC69,853$2.48M0.0%+3.2%0.015%
4/23/2026 Pasadena Private Wealth LLC165,312$5.86M0.8%-36.5%0.035%


PHYS Institutional Ownership - Frequently Asked Questions

During the previous two years, 642 institutional investors and hedge funds held shares of Sprott Physical Gold Trust. The most heavily invested institutionals were Royal Bank of Canada ($321.27M), Polar Asset Management Partners Inc. ($200.06M), CENTRAL TRUST Co ($196.43M), Federation des caisses Desjardins du Quebec ($184.64M), Morgan Stanley ($177.45M), Heritage Wealth Advisors ($169.68M), and Pekin Hardy Strauss Inc. ($142.58M).Learn more on Sprott Physical Gold Trust's institutional investors.

Of the 572 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 ($7.42M), Heritage Wealth Advisors ($5.14M), International Assets Investment Management LLC ($2.77M), Jane Street Group LLC ($2.36M), Raymond James Financial Inc. ($2.22M), Matauro LLC ($2.19M), and Royal Bank of Canada ($1.99M).

Institutional investors have bought a total of 35,008,250 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 276 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. ($9.75M), Perritt Capital Management Inc ($5.11M), IMC Chicago LLC ($3.09M), Wealthcare Capital Management LLC ($1.16M), Evanson Asset Management LLC ($946.58K), Northwestern Mutual Wealth Management Co. ($705.00K), and CENTRAL TRUST Co ($643.68K).

Institutional investors have sold a total of 31,969,275 shares in the last 24 months. This volume of shares sold represents approximately $958.43M in transactions.



This page (NYSEARCA:PHYS) was last updated on 5/23/2026 by MarketBeat.com Staff.
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