Who owns Sprott Physical Gold Trust?
- Ticker: PHYS
- CUSIP Number: 85207H104
Tip: Access positions for across all investors
Analyze quarterly positions in Sprott Physical Gold Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Sprott Physical Gold Trust stock
Who bought or sold Sprott Physical Gold Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.9M | $125M | -11% | Jun 2024 |
|
| Polar Securities | 6.9M | $125M | 16% | Jun 2024 |
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| Central Trust & Investment | 6.3M | $114M | -1% | Jun 2024 |
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| Royal Bank of Canada | 6.3M | $113M | 8% | Jun 2024 |
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| Evanson Asset Management | 5.5M | $111M | -3% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 5.3M | $96M | 67% | Jun 2024 |
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| Pekin, Singer Strauss Asset Management | 4.0M | $72M | 0% | Jun 2024 |
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| Simplicity Wealth | 3.8M | $69M | -2% | Jun 2024 |
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| Bleakley Financial Group | 3.7M | $68M | -2% | Jun 2024 |
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| Cambridge Investment Research Advisors | 2.3M | $41M | 30% | Jun 2024 |
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| Captrust Financial Advisors | 2.0M | $36M | 10% | Jun 2024 |
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| Jupiter Asset Management | 2.0M | $35M | -15% | Jun 2024 |
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| SCBT Financial Corporation | 1.9M | $35M | -2% | Jun 2024 |
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| Sprott | 1.9M | $34M | -1% | Jun 2024 |
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| Commonwealth Equity Services | 1.8M | $32M | 16% | Jun 2024 |
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| Envestnet Asset Management | 1.6M | $29M | 29% | Jun 2024 |
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| Wells Fargo & Company | 1.5M | $27M | 4% | Jun 2024 |
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| Forest Hill Capital | 1.4M | $26M | 0% | Jun 2024 |
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| LPL Financial | 1.2M | $21M | 7% | Jun 2024 |
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| Cetera Investment Advisers | 1.1M | $20M | -1% | Jun 2024 |
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| Private Advisor | 1.1M | $19M | 36% | Jun 2024 |
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| Auxano Advisors | 977k | $18M | 1% | Jun 2024 |
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| Raymond James & Associates | 925k | $17M | 33% | Jun 2024 |
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| Capital Wealth Alliance | 919k | $17M | -3% | Jun 2024 |
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| Bank of America Corporation | 870k | $16M | 1% | Jun 2024 |
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| Concorde Financial Corp | 845k | $15M | 0% | Jun 2024 |
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| Meixler Investment Management | 835k | $15M | 0% | Jun 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 779k | $14M | 1% | Jun 2024 |
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| HighTower Advisors | 764k | $14M | 5% | Jun 2024 |
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| Cyndeo Wealth Partners | 653k | $12M | 6% | Jun 2024 |
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| Integrated Wealth Concepts | 627k | $11M | 34% | Jun 2024 |
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| Equitable Holdings | 620k | $11M | 11% | Jun 2024 |
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| Spears Abacus Advisors | 616k | $11M | 0% | Jun 2024 |
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| Beacon Pointe Advisors | 608k | $11M | 3% | Jun 2024 |
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| Bridge Advisory | 608k | $12M | -2% | Sep 2024 |
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| Quilter | 583k | $11M | 0% | Jun 2024 |
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| TCP Asset Management | 574k | $10M | 0% | Jun 2024 |
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| Janney Montgomery Scott | 561k | $10M | 1% | Jun 2024 |
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| Jane Street | 553k | $10M | -42% | Jun 2024 |
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| Fidelis Capital Partners | 550k | $10M | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 548k | $9.9M | 54% | Jun 2024 |
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| Sanctuary Advisors | 545k | $9.9M | 100% | Jun 2024 |
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| Philadelphia Trust Company | 520k | $9.4M | -6% | Jun 2024 |
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| National Bank Of Canada /fi/ | 502k | $9.1M | -3% | Jun 2024 |
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| Cohen & Steers Capital Management | 492k | $8.9M | 2% | Jun 2024 |
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| Global Endowment Management | 476k | $8.6M | 0% | Jun 2024 |
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| Stifel Financial | 475k | $8.6M | 5% | Jun 2024 |
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| O'Brien Greene & Co | 475k | $8.6M | 7% | Jun 2024 |
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| CIBC World Markets | 464k | $8.4M | -4% | Jun 2024 |
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| Wealth Management Group | 447k | $9.1M | 54% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 434k | $7.8M | 8% | Jun 2024 |
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| Essex Financial Services | 424k | $8.0M | -2% | Jun 2024 |
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| Atria Wealth Solutions | 412k | $7.4M | -10% | Jun 2024 |
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| Whitaker-Myers Wealth Managers | 398k | $7.2M | 7% | Jun 2024 |
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| Silvercrest Asset Management Group | 389k | $7.0M | 100% | Jun 2024 |
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| Guild Investment Management | 387k | $7.0M | 2% | Jun 2024 |
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| Mountain Lake Investment Management | 365k | $6.6M | 4% | Jun 2024 |
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| Perritt Capital Management | 353k | $6.4M | 1% | Jun 2024 |
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| Black Point Wealth Management | 325k | $5.9M | 100% | Jun 2024 |
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| Pacific Sage Partners | 323k | $5.8M | 0% | Jun 2024 |
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| Biltmore Family Office | 313k | $5.6M | 0% | Jun 2024 |
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| SMI Advisory Services | 309k | $6.4M | 5% | Sep 2024 |
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| Steward Partners Investment Advisory | 308k | $5.6M | 7% | Jun 2024 |
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| Advisory Services Network | 306k | $5.5M | 35% | Jun 2024 |
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| Prospera Financial Services | 301k | $5.4M | 1% | Jun 2024 |
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| Bailard | 299k | $5.4M | 0% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 274k | $4.9M | 40% | Jun 2024 |
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| Money Concepts Capital Corp | 269k | $4.9M | -1% | Jun 2024 |
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| Hubbell Strickland Wealth Management | 265k | $4.8M | 0% | Jun 2024 |
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| William Blair $ Company | 265k | $4.8M | 1% | Jun 2024 |
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| Courage Capital Management | 265k | $4.8M | 0% | Jun 2024 |
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| Palumbo Wealth Management | 263k | $4.8M | 1% | Jun 2024 |
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| Ameritas Advisory Services | 257k | $4.6M | 6% | Jun 2024 |
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| Geneos Wealth Management | 252k | $4.5M | 0% | Jun 2024 |
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| ORG Partners | 250k | $4.5M | 8% | Jun 2024 |
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| Accordant Advisory Group | 244k | $4.4M | -44% | Jun 2024 |
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| Ancora Advisors | 235k | $4.2M | -1% | Jun 2024 |
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| PFG Investments | 232k | $4.2M | 5% | Jun 2024 |
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| Jpmorgan Chase & Co | 227k | $4.1M | 225% | Jun 2024 |
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| NewEdge Wealth | 227k | $4.1M | 8% | Jun 2024 |
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| Strategic Blueprint | 223k | $4.0M | 22% | Jun 2024 |
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| Latigo Investments | 214k | $3.9M | 0% | Jun 2024 |
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| Warwick Investment Management | 209k | $3.8M | 0% | Jun 2024 |
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| Absolute Investment Management | 207k | $3.7M | 2% | Jun 2024 |
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| K.J. Harrison & Partners | 205k | $3.7M | 3% | Jun 2024 |
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| Pasadena Private Wealth | 203k | $3.7M | 100% | Jun 2024 |
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| Bruce G. Allen Investments | 201k | $3.6M | -6% | Jun 2024 |
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| Phraction Management | 200k | $3.6M | 40% | Jun 2024 |
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| TD Waterhouse Canada | 197k | $4.7M | 2% | Jun 2024 |
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| Rockefeller Capital Management | 194k | $3.5M | -6% | Jun 2024 |
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| Creative Planning | 188k | $3.4M | -1% | Jun 2024 |
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| Chicago Capital | 184k | $3.3M | 0% | Jun 2024 |
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| Beaumont Financial Advisors | 177k | $3.2M | 2% | Jun 2024 |
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| NovaPoint Capital | 175k | $3.2M | 0% | Jun 2024 |
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| Abacus Planning Group | 171k | $3.5M | 0% | Sep 2024 |
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| Ausdal Financial Partners | 165k | $3.4M | -3% | Sep 2024 |
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| Empire Financial Management Company | 164k | $3.0M | 5% | Jun 2024 |
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| Camelot Technology Advisors | 161k | $2.9M | 7% | Jun 2024 |
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| Surience Private Wealth | 157k | $2.8M | 23% | Jun 2024 |
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| Puplava Financial Services | 155k | $2.8M | 0% | Jun 2024 |
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| Stratos Wealth Partners | 145k | $2.6M | -27% | Jun 2024 |
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| Blueprint Investment Partners | 145k | $2.6M | 100% | Jun 2024 |
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| Moors & Cabot | 140k | $2.5M | 1% | Jun 2024 |
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| Insight Wealth Partners | 138k | $2.5M | -13% | Jun 2024 |
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| Leavell Investment Management | 138k | $2.5M | 0% | Jun 2024 |
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| Spire Wealth Management | 132k | $2.4M | -9% | Jun 2024 |
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| Mason Hill Advisors | 132k | $2.4M | 0% | Jun 2024 |
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| Brookstone Capital Management | 132k | $2.5M | 4% | Jun 2024 |
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| Kestra Advisory Services | 131k | $2.4M | 8% | Jun 2024 |
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| Hartland & Co | 130k | $2.4M | 17% | Jun 2024 |
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| Cypress Capital Management | 122k | $2.2M | -4% | Jun 2024 |
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| Tiaa Trust, National Association | 122k | $2.2M | 0% | Jun 2024 |
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| Great Valley Advisor Group | 120k | $2.2M | 2% | Jun 2024 |
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| Wealthcare Advisory Partners | 120k | $2.2M | 2% | Jun 2024 |
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| Waddell & Associates | 116k | $2.1M | 7% | Jun 2024 |
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| Red Door Wealth Management | 115k | $2.1M | 0% | Jun 2024 |
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| Weiss Asset Management LP[1 | 114k | $2.1M | 0% | Jun 2024 |
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| A. D. Beadell Investment Counsel | 113k | $2.0M | -4% | Jun 2024 |
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| Mariner Wealth Advisors | 112k | $2.0M | 13% | Jun 2024 |
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| International Assets Investment Management | 111k | $2.0M | 24% | Jun 2024 |
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| Kovitz Investment Group Partners | 110k | $2.0M | -20% | Jun 2024 |
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| Sentinel Pension Advisors | 109k | $2.0M | -31% | Jun 2024 |
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| BIP Wealth | 104k | $1.9M | 0% | Jun 2024 |
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| Pine Valley Investments Ltd Liability | 102k | $1.8M | 11% | Jun 2024 |
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| Claudia M.p. Batlle, Crp | 101k | $1.8M | 4% | Jun 2024 |
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| Quadrant Private Wealth Management | 97k | $1.8M | -3% | Jun 2024 |
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| St. James Investment Company | 97k | $1.8M | -3% | Jun 2024 |
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| Davenport & Co | 96k | $1.7M | -2% | Jun 2024 |
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| Hedges Asset Management | 95k | $1.7M | -4% | Jun 2024 |
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| Snowden Capital Advisors | 91k | $1.6M | 16% | Jun 2024 |
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| Clifford Swan Investment Counsel | 89k | $1.6M | 0% | Jun 2024 |
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| Montis Financial | 88k | $1.6M | -1% | Jun 2024 |
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| Fiduciary Trust Company | 85k | $1.5M | 0% | Jun 2024 |
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| Pnc Financial Services | 84k | $1.5M | 8% | Jun 2024 |
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| Streettalk Advisors | 82k | $1.5M | 51% | Jun 2024 |
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| Wakefield Asset Management L | 82k | $1.5M | 100% | Jun 2024 |
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| North Star Investment Management | 80k | $1.5M | -11% | Jun 2024 |
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| Branch Banking & Trust Company | 80k | $1.4M | -13% | Jun 2024 |
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| HC Advisors | 77k | $1.4M | 1% | Jun 2024 |
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| CLARET ASSET MANAGEMENT Corp | 64k | $1.1M | -7% | Jun 2024 |
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| Oakmont Partners | 63k | $1.1M | 100% | Jun 2024 |
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| Sigma Planning | 62k | $1.1M | 0% | Jun 2024 |
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| AE Wealth Management | 61k | $1.1M | 6% | Jun 2024 |
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| Banque Pictet & Cie Sa | 60k | $1.1M | 0% | Jun 2024 |
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| Goldman Sachs Group | 57k | $1.0M | -24% | Jun 2024 |
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| Insight Advisors, LLC/ PA | 56k | $1.0M | 16% | Jun 2024 |
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| E&G Advisors | 56k | $1.0M | 0% | Jun 2024 |
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| Arnhold | 55k | $998k | -13% | Jun 2024 |
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| Aptus Capital Advisors | 55k | $988k | -2% | Jun 2024 |
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| Beaird Harris Wealth Management | 55k | $984k | 42% | Jun 2024 |
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| G&S Capital | 53k | $992k | -4% | Jun 2024 |
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| IPG Investment Advisors | 53k | $952k | -4% | Jun 2024 |
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| SeaCrest Wealth Management | 52k | $942k | -31% | Jun 2024 |
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| Bank of New York Mellon | 34k | $614k | -65% | Jun 2024 |
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| Life Planning Partners | 33k | $594k | -58% | Jun 2024 |
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| Goss Wealth Management | 25k | $446k | -56% | Jun 2024 |
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| National Asset Management | 15k | $275k | -91% | Jun 2024 |
|
Who sold out of Sprott Physical Gold Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bluefin Capital Management | Mar 2024 | 2.0M | $35M |
| Pamela Horwath | Mar 2024 | 1.1M | $19M |
| Scion Asset Management | Mar 2024 | 441k | $7.6M |
| Lincoln National | Mar 2024 | 241k | $4.2M |
| Permanens Capital | Mar 2024 | 70k | $1.2M |
| Mml Investors Services | Mar 2024 | 66k | $1.1M |
| Nwam | Mar 2024 | 60k | $1.1M |