Go Pro
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free PHYS Stock Alerts

Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$30.64 +0.04 (+0.13%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$30.67 +0.03 (+0.08%)
As of 07/24/2026 07:34 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)
406
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$905.03M
Get PHYS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sprott Physical Gold Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PHYS Institutional Buying and Selling by Quarter

Sprott Physical Gold Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 G&S Capital LLC63,189$1.91M0.6%+3.7%0.013%
7/10/2026 SMI Advisory Services LLC71,925$2.26M0.4%-77.0%0.015%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors120,947$3.65M0.4%-5.5%0.025%
7/10/2026 Community Financial Services Group LLC5,420$165K0.0%+8.0%0.001%
7/10/2026 Wealthcare Advisory Partners LLC545,634$16.46M0.3%+1.2%0.115%
7/9/2026 Focus Financial Network Inc.14,891$449K0.0%-27.7%0.003%
7/9/2026 Wealthcare Capital Management LLC455,668$13.75M1.3%-3.0%0.096%
7/9/2026 Pettinga Financial Advisors LLC30,007$905K0.1%-7.0%0.006%
7/9/2026 Allied Private Wealth LLC10,654$327K0.2%N/A0.002%
7/8/2026 Beaird Harris Wealth Management LLC73,029$2.20M0.1%-21.5%0.015%
7/8/2026 Professional Advisory Services Inc.7,700$232K0.0%+10.0%0.002%
7/8/2026 Apella Capital LLC99,674$3.09M0.0%+3.0%0.021%
7/8/2026 55 North Private Wealth LLC12,262$370K0.1%-7.3%0.003%
7/8/2026 Evanson Financial LLC3,598,792$108.58M5.4%N/A0.756%
7/7/2026 180 Wealth Advisors LLC40,396$1.22M0.1%+42.4%0.008%
7/7/2026 Sandy Cove Advisors LLC41,801$1.26M0.3%-0.9%0.009%
7/6/2026 Bulwark Capital Corp4,782$144K0.1%+231.4%0.001%
7/6/2026 Private Client Services LLC72,249$2.18M0.6%+236.5%0.015%
6/30/2026VectorGlobal IAG Inc.96,017$3.40M0.9%N/A0.020%
6/24/2026Basecamp Wealth Advisors LLC201,458$7.14M1.5%-0.9%0.042%
6/18/2026Western Wealth Management LLC8,770$311K0.0%-15.1%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co110,852$3.93M0.2%-15.1%0.023%
6/3/2026DV Trading LLC6,800$241K0.0%+13.3%0.001%
6/3/2026Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
6/3/2026NewEdge Advisors LLC87,620$3.11M0.0%-4.7%0.018%
6/1/2026Flagship Wealth Advisors LLC1,337$47K0.0%-55.8%0.000%
6/1/2026Keel Point LLC43,313$1.54M0.1%+3.8%0.009%
5/28/2026Cozad Asset Management Inc.41,878$1.48M0.1%+5.4%0.009%
5/27/2026Allen Capital Group LLC8,658$307K0.0%-35.5%0.002%
5/22/2026Segall Bryant & Hamill LLC5,200$184K0.0%N/A0.001%
5/21/2026Essential Partners LLC419,852$14.88M5.0%+1.0%0.088%
5/19/2026Western Wealth Management LLC8,770$311K0.0%-15.1%0.002%
5/19/2026McIlrath & Eck LLC137,968$4.89M0.4%N/A0.029%
5/19/2026NewEdge Advisors LLC68,537$2.43M0.0%-25.5%0.014%
5/19/2026Bank of America Corp DE832,843$29.52M0.0%-5.1%0.175%
5/19/2026Arkadios Wealth Advisors20,774$736K0.0%N/A0.004%
5/18/2026Sunbelt Securities Inc.12,898$457K0.0%+29.6%0.003%
5/18/2026EverSource Wealth Advisors LLC65,201$2.31M0.1%+15.4%0.014%
5/18/2026Empire Financial Management Company LLC165,507$5.87M1.3%+2.7%0.035%
5/18/2026Royal Bank of Canada9,065,043$321.27M0.1%-4.7%1.902%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/16/2026Quantinno Capital Management LP59,933$2.12M0.0%+5.4%0.013%
5/15/2026Gateway Wealth Partners LLC82,584$2.93M0.1%+284.8%0.017%
5/15/2026Weiss Asset Management LP484,101$17.16M0.3%N/A0.102%
5/15/2026Matrix Private Capital Group LLC70,408$2.50M1.2%N/A0.015%
5/15/2026Waverly Advisors LLC55,225$1.96M0.0%+28.9%0.012%
5/15/2026Van Den Berg Management I Inc.834,961$29.59M6.8%-2.3%0.175%
5/15/2026Cannell & Spears LLC617,290$21.88M0.4%+0.4%0.129%
5/14/2026Compound Planning Inc.44,841$1.59M0.0%+91.2%0.009%
5/14/2026Modern Wealth Management LLC5,850$211K0.0%N/A0.001%
5/14/2026Lido Advisors LLC37,672$1.34M0.0%-4.1%0.008%
5/13/2026Cetera Investment Advisers1,726,789$61.20M0.1%+5.6%0.362%
5/13/2026Wealthspire Retirement LLC7,034$249K0.0%+7.1%0.001%
5/13/2026NewEdge Wealth LLC234,115$8.30M0.1%-10.3%0.049%
5/12/2026Insight Advisors LLC PA45,514$1.61M0.3%-6.9%0.010%
5/12/2026Barometer Capital Management Inc.19,000$673K0.3%N/A0.004%
5/8/2026PNC Financial Services Group Inc.221,199$7.84M0.0%-2.5%0.046%
5/7/2026Basepoint Wealth LLC788,317$27.94M16.0%-21.3%0.165%
5/7/2026Hollencrest Capital Management88,780$3.15M0.1%-2.1%0.019%
5/7/2026 Scarborough Advisors LLC1,151$41K0.0%+2,202.0%0.000%
5/7/2026Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
5/7/2026 World Equity Group Inc.20,659$732K0.2%N/A0.004%
5/6/2026Clifford Swan Investment Counsel LLC62,635$2.22M0.1%-0.6%0.013%
5/6/2026Euro Pacific Asset Management LLC46,436$1.65M0.2%-3.6%0.010%
5/6/2026Quadrant Private Wealth Management LLC114,222$4.05M0.6%+1.5%0.024%
5/6/2026FSA Advisors Inc.11,928$423K0.3%+76.8%0.003%
5/6/2026Kera Capital Partners Inc.361,380$12.81M1.6%+1.5%0.076%
5/6/2026Assetmark Inc.1,389$49K0.0%-20.7%0.000%
5/6/2026NovaPoint Capital LLC140,336$4.97M1.2%-4.7%0.029%
5/6/2026 Main Street Group LTD1,530$54K0.0%N/A0.000%
5/6/2026WIT Partners Advisory Pte. Ltd.941,220$33.36M9.8%+340.5%0.197%
5/6/2026Bessemer Group Inc.7,263$257K0.0%+10.3%0.002%
5/6/2026 Independent Financial Group LLC16,345$579K0.0%N/A0.003%
5/6/2026Birchwood Financial Partners Inc.6,095$216K0.2%N/A0.001%
5/5/2026Rockport Wealth LLC15,415$546K0.1%+10.0%0.003%
5/5/2026D.A. Davidson & CO.113,876$4.04M0.0%+15.0%0.024%
5/5/2026Beaumont Financial Advisors LLC176,322$6.25M0.4%-3.8%0.037%
5/5/2026Marks Group Wealth Management Inc5,710$202K0.0%N/A0.001%
5/5/2026Bank of New York Mellon Corp26,283$931K0.0%-3.6%0.006%
5/5/2026Pacific Wealth Management9,225$327K0.2%+21.9%0.002%
5/5/2026IMC 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%
5/5/2026Geneos Wealth Management Inc.180,476$6.40M0.1%-8.9%0.038%
5/5/2026SouthState Bank Corp1,735,437$61.50M2.9%-3.2%0.364%
5/5/2026Sanctuary Advisors LLC467,109$16.55M0.1%+9.4%0.098%
5/5/2026Sigma Planning Corp7,795$276K0.0%-7.9%0.002%
5/5/2026 Nwam LLC54,009$1.91M0.1%-23.1%0.011%
5/4/2026Bleakley 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%
5/1/2026Summit 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/1/2026Simplicity Wealth LLC19,525$692K0.0%+9.1%0.004%
5/1/2026 Sequoia Financial Advisors LLC28,546$1.01M0.0%+3.8%0.006%
4/30/2026Kestra Advisory Services LLC1,347,193$47.75M0.2%+39.7%0.283%
4/30/2026Money Concepts Capital Corp276,345$9.79M0.5%+10.0%0.058%
4/30/2026Sumitomo Mitsui Trust Group Inc.68,600$2.43M0.0%-5.9%0.014%
4/30/2026Beam Wealth Advisors Inc.38,272$1.36M0.3%+2.0%0.008%
4/29/2026Hoey Investments Inc.11,000$390K0.1%-21.4%0.002%
4/29/2026Integrated Advisors Network LLC5,715$203K0.0%N/A0.001%
4/29/2026Walser Wealth Management Company A Ltd Liability Co22,132$784K0.4%-17.0%0.005%
4/28/2026Collaborative Fund Advisors LLC48,950$1.74M1.1%N/A0.010%


PHYS Institutional Ownership - Frequently Asked Questions

During the previous two years, 644 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 568 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), Evanson Financial LLC ($3.60M), International Assets Investment Management LLC ($2.77M), Jane Street Group LLC ($2.36M), Raymond James Financial Inc. ($2.22M), and Matauro LLC ($2.19M).

Institutional investors have bought a total of 34,031,711 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 267 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), Evanson Asset Management LLC ($763.08K), Northwestern Mutual Wealth Management Co. ($705.00K), CENTRAL TRUST Co ($643.68K), and Private Advisor Group LLC ($561.67K).

Institutional investors have sold a total of 29,792,780 shares in the last 24 months. This volume of shares sold represents approximately $905.03M in transactions.



This page (NYSEARCA:PHYS) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel