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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$31.43 -0.05 (-0.16%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$31.36 -0.07 (-0.22%)
As of 10/13/2026 07:59 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)
367
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$829.83M
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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
10/14/2026B. Riley Wealth Advisors Inc.10,948$342K0.0%N/A0.002%
10/14/2026Ulrich Consultants & Investment Group LLC8,500$266K0.3%N/A0.002%
10/13/2026Clay Northam Wealth Management LLC14,643$458K0.2%N/A0.003%
10/13/2026Euro Pacific Asset Management LLC47,495$1.61M0.1%+1.8%0.010%
10/9/2026Camelot Technology Advisors Inc.248,114$7.76M5.4%+6.2%0.051%
10/9/2026Wedmont Private Capital44,199$1.38M0.0%+16.8%0.009%
10/9/2026Breakwater Capital Group14,566$455K0.1%N/A0.003%
10/8/2026Farther Finance Advisors LLC359,695$11.25M0.1%-5.9%0.074%
10/8/2026CoreCap Advisors LLC6,906$216K0.0%-21.0%0.001%
10/8/2026Apella Capital LLC101,878$3.15M0.0%+2.2%0.021%
10/8/2026Avidian Wealth Enterprises LLC37,889$1.19M0.0%N/A0.008%
10/8/2026Toth Financial Advisory Corp903$28K0.0%N/A0.000%
10/8/2026JP Wealth Management Inc.300,228$9.39M5.9%+0.5%0.062%
10/2/2026 Private Client Services LLC87,252$2.73M0.7%-9.5%0.018%
9/23/2026Envestnet Asset Management Inc.1,711,864$51.65M0.0%-5.1%0.353%
9/9/2026Sequoia Financial Advisors LLC28,865$871K0.0%+1.1%0.006%
9/9/2026Tidal Investments LLC774,770$23.38M0.0%+70.5%0.163%
9/9/2026IPG Investment Advisors LLC27,064$817K0.1%-13.6%0.006%
9/9/2026Integrated Wealth Concepts LLC647,375$19.53M0.1%+1.5%0.136%
9/9/2026NewEdge Advisors LLC79,141$2.39M0.0%-9.7%0.017%
9/9/2026Cypress Capital Management LLC WY96,239$2.90M2.5%+9.9%0.020%
9/9/2026IFP Advisors Inc45,615$1.38M0.0%+42.4%0.010%
9/9/2026Baird Financial Group Inc.468,513$14.14M0.0%-2.6%0.099%
9/8/2026Allworth Financial LP16,153$487K0.0%-48.4%0.003%
9/2/2026Citadel Advisors LLC19,621$592K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP97,309$2.94M0.0%-31.4%0.021%
8/23/2026Ameritas Advisory Services LLC335,233$10.11M0.2%+83.9%0.071%
8/23/2026Guardian Wealth Advisors LLC NC99,431$3M0.2%+17.5%0.021%
8/23/2026Straight Path Wealth Management21,050$635K0.1%-19.5%0.004%
8/23/2026Beaird Harris Wealth Management LLC73,029$2.20M0.1%-21.5%0.015%
8/23/2026Unique Wealth LLC28,675$865K0.1%N/A0.006%
8/22/2026Compass Financial Management LLC37,628$1.16M0.1%N/A0.008%
8/22/2026Highland Investment Advisors LLC21,860$660K0.3%N/A0.005%
8/22/2026Valued Retirements Inc.147,619$4.45M3.9%-1.3%0.031%
8/22/2026TD Waterhouse Canada Inc.497,860$15.14M0.0%+7.9%0.105%
8/22/2026WIT Partners Advisory Pte. Ltd.1,401,170$42.27M19.8%+48.9%0.295%
8/22/2026Concurrent Investment Advisors LLC52,055$1.57M0.0%-3.4%0.011%
8/21/2026Continuum Advisory LLC3,231$97K0.0%N/A0.001%
8/21/2026Beacon Financial Advisory LLC11,027$333K0.1%-2.6%0.002%
8/20/2026Nwam LLC46,959$1.42M0.1%-13.1%0.010%
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8/20/2026Wedbush Securities Inc.29,402$887K0.0%-9.6%0.006%
8/12/2026Compass Financial Management LLC37,628$1.16M0.1%N/A0.008%
7/10/2026G&S Capital LLC63,189$1.91M0.6%+3.7%0.013%
7/10/2026SMI Advisory Services LLC71,925$2.26M0.4%-77.0%0.015%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors120,947$3.65M0.4%-5.5%0.025%
7/10/2026Community Financial Services Group LLC5,420$165K0.0%+8.0%0.001%
7/10/2026Wealthcare Advisory Partners LLC545,634$16.46M0.3%+1.2%0.115%
7/9/2026Focus Financial Network Inc.14,891$449K0.0%-27.7%0.003%
7/9/2026Wealthcare Capital Management LLC455,668$13.75M1.3%-3.0%0.096%
7/9/2026Pettinga Financial Advisors LLC30,007$905K0.1%-7.0%0.006%
7/9/2026Allied Private Wealth LLC10,654$327K0.2%N/A0.002%
7/8/2026Beaird Harris Wealth Management LLC73,029$2.20M0.1%-21.5%0.015%
7/8/2026Professional Advisory Services Inc.7,700$232K0.0%+10.0%0.002%
7/8/2026Apella Capital LLC99,674$3.09M0.0%+3.0%0.021%
7/8/202655 North Private Wealth LLC12,262$370K0.1%-7.3%0.003%
7/8/2026Evanson Financial LLC3,598,792$108.58M5.4%N/A0.756%
7/7/2026180 Wealth Advisors LLC40,396$1.22M0.1%+42.4%0.008%
7/7/2026Sandy Cove Advisors LLC41,801$1.26M0.3%-0.9%0.009%
7/6/2026Bulwark 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%
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%
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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%


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 562 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 ($2.75M), Jane Street Group LLC ($2.36M), Raymond James Financial Inc. ($2.22M), and Matauro LLC ($2.19M).

Institutional investors have bought a total of 31,131,009 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 241 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), Private Advisor Group LLC ($561.67K), and Wealthcare Capital Management LLC ($549.60K).

Institutional investors have sold a total of 27,137,250 shares in the last 24 months. This volume of shares sold represents approximately $838.92M in transactions.



Institutional ownership data for NYSEARCA:PHYS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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