Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free PHYS Stock Alerts

Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$31.08 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$31.19 +0.11 (+0.37%)
As of 07/2/2026 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)
417
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$958.91M
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
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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
5/7/2026Scarborough Advisors LLC1,151$41K0.0%+2,202.0%0.000%
5/7/2026Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
5/7/2026World 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%
5/6/2026Main 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%
5/6/2026Independent 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%
5/5/2026Harmony 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%
5/5/2026Nwam LLC54,009$1.91M0.1%-23.1%0.011%
5/4/2026Bleakley Financial Group LLC2,219,816$78.67M1.2%-2.7%0.466%
5/1/2026180 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%
5/1/2026Darwin Wealth Management LLC15,359$544K0.2%+3.5%0.003%
5/1/2026Simplicity Wealth LLC19,525$692K0.0%+9.1%0.004%
5/1/2026Sequoia 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%
4/28/2026Nvest Financial LLC24,240$859K0.3%+2.2%0.005%
4/28/2026FLP Wealth Management LLC30,368$1.08M1.8%-48.9%0.006%
4/28/2026DGS Capital Management LLC9,083$322K0.1%N/A0.002%
4/28/2026Ascentis Independent Advisors141,489$5.01M0.4%N/A0.030%
4/28/2026Stephens Inc. AR110,099$3.90M0.0%+215.2%0.023%
4/28/2026K.J. Harrison & Partners Inc505,278$17.90M2.9%+88.4%0.106%
4/28/2026Cobblestone Asset Management LLC22,020$780K0.4%+27.8%0.005%
4/28/2026Howe & Rusling Inc.36,045$1.28M0.1%+37.5%0.008%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/28/2026Latitude Advisors LLC30,115$1.07M0.5%-1.4%0.006%
4/27/2026Oxbow Advisors LLC35,818$1.27M0.1%-11.1%0.008%
4/27/2026PFG Investments LLC245,609$8.70M0.4%-5.1%0.052%
4/27/2026BIP Wealth LLC506,722$17.96M0.7%+3.1%0.106%
4/27/2026World Investment Advisors245,143$8.69M0.1%+18.0%0.051%
4/27/2026Canal Capital Management LLC37,777$1.34M0.2%N/A0.008%
4/27/2026Private Advisor Group LLC638,594$22.63M0.1%+1.2%0.134%
4/27/2026Sound Income Strategies LLC8,089$292K0.0%-9.5%0.002%
4/25/2026Keybank National Association OH61,127$2.17M0.0%+449.4%0.013%
4/24/2026Root Financial Partners LLC3,995$142K0.0%N/A0.001%


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 35,038,779 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

Of the 278 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 31,973,352 shares in the last 24 months. This volume of shares sold represents approximately $958.91M in transactions.



This page (NYSEARCA:PHYS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | 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
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | 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
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | 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
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel