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Sprott Physical Gold Trust (PHYS) Institutional Ownership

Sprott Physical Gold Trust logo
$33.30 +0.31 (+0.92%)
As of 12:17 PM Eastern
This is a fair market value 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)
370
Total
Institutional Inflows
(last 12 months)
$993.58M
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$847.44M
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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
8/12/2026 Compass Financial Management LLC4,440$179K0.0%N/A0.001%
8/12/2026 Compass Financial Management LLC37,628$1.16M0.1%N/A0.008%
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%
6/8/2026 Pine 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%
6/3/2026 Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
6/3/2026 NewEdge Advisors LLC87,620$3.11M0.0%-4.7%0.018%
6/1/2026 Flagship 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%
5/27/2026 Allen Capital Group LLC8,658$307K0.0%-35.5%0.002%
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%
5/19/2026Western Wealth Management LLC8,770$311K0.0%-15.1%0.002%
5/19/2026McIlrath & Eck LLC137,968$4.89M0.4%N/A0.029%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors20,774$736K0.0%N/A0.004%
5/18/2026Sunbelt 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%
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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%
5/15/2026 Gateway 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%
5/15/2026 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%
5/14/2026Modern 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%
5/7/2026Hollencrest Capital Management88,780$3.15M0.1%-2.1%0.019%
5/7/2026 Scarborough Advisors LLC1,151$41K0.0%+2,202.0%0.000%
5/7/2026 Parallel Advisors LLC8,053$285K0.0%+18.1%0.002%
5/7/2026 World Equity Group Inc.20,659$732K0.2%N/A0.004%
5/6/2026Clifford 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%
5/6/2026FSA 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%
5/6/2026 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%
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%
5/5/2026Sanctuary 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%
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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%


PHYS Institutional Ownership - Frequently Asked Questions

During the previous two years, 641 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 557 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 30,676,073 shares in the last 24 months. This purchase volume represents approximately $993.58M in transactions.

Of the 243 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 27,520,886 shares in the last 24 months. This volume of shares sold represents approximately $847.44M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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