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 | 7.8M | $135M | 26% | Mar 2024 |
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| Central Trust & Investment | 6.4M | $111M | 3% | Mar 2024 |
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| Evanson Asset Management | 6.1M | $106M | -4% | Mar 2024 |
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| Polar Securities | 6.0M | $103M | 0% | Mar 2024 |
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| Royal Bank of Canada | 5.8M | $100M | 3% | Mar 2024 |
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| Pekin, Singer Strauss Asset Management | 4.0M | $69M | -4% | Mar 2024 |
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| Sawtooth Asset Management | 3.9M | $63M | -2% | Dec 2023 |
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| Simplicity Wealth | 3.9M | $68M | 100% | Mar 2024 |
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| Bleakley Financial Group | 3.8M | $66M | -1% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 3.2M | $75M | 100% | Mar 2024 |
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| Jupiter Asset Management | 2.3M | $40M | -9% | Mar 2024 |
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| Bluefin Capital Management | 2.0M | $35M | 479% | Mar 2024 |
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| SCBT Financial Corporation | 2.0M | $34M | -2% | Mar 2024 |
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| Sprott | 1.9M | $33M | 546% | Mar 2024 |
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| Captrust Financial Advisors | 1.8M | $32M | 4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.8M | $30M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 1.5M | $27M | 2% | Mar 2024 |
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| Forest Hill Capital | 1.4M | $25M | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $24M | -7% | Mar 2024 |
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| Sowell Financial Services | 1.3M | $22M | -4% | Mar 2024 |
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| Envestnet Asset Management | 1.3M | $22M | 7% | Mar 2024 |
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| Pamela Horwath | 1.1M | $19M | -1% | Mar 2024 |
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| LPL Financial | 1.1M | $19M | 1% | Mar 2024 |
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| Advisor Group Holdings | 1.0M | $18M | -2% | Mar 2024 |
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| Auxano Advisors | 971k | $17M | 3% | Mar 2024 |
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| Jane Street | 958k | $17M | -25% | Mar 2024 |
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| Capital Wealth Alliance | 947k | $16M | 9% | Mar 2024 |
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| Bank of America Corporation | 864k | $15M | 0% | Mar 2024 |
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| Concorde Financial Corp | 849k | $15M | -1% | Mar 2024 |
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| Meixler Investment Management | 833k | $14M | -1% | Mar 2024 |
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| Private Advisor | 777k | $13M | 89% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 773k | $13M | 1% | Mar 2024 |
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| HighTower Advisors | 729k | $13M | -13% | Mar 2024 |
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| Raymond James & Associates | 696k | $12M | -9% | Mar 2024 |
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| Bank Of Montreal | 684k | $12M | 6% | Mar 2024 |
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| Bridge Advisory | 645k | $11M | -19% | Mar 2024 |
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| Spears Abacus Advisors | 618k | $11M | 100% | Mar 2024 |
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| Peter B. Cannell & Co | 618k | $9.9M | -28% | Dec 2023 |
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| Cyndeo Wealth Partners | 614k | $11M | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 597k | $9.5M | -3% | Dec 2023 |
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| Quilter | 579k | $576M | -4% | Dec 2023 |
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| TCP Asset Management | 574k | $9.9M | 49% | Mar 2024 |
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| Baird Financial | 558k | $8.9M | -3% | Dec 2023 |
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| Janney Montgomery Scott | 554k | $9.6M | -32% | Mar 2024 |
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| Philadelphia Trust Company | 553k | $9.6M | 1% | Mar 2024 |
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| Fidelis Capital Partners | 550k | $9.5M | 1040% | Mar 2024 |
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| National Bank Of Canada /fi/ | 512k | $8.1M | -4% | Dec 2023 |
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| SMI Advisory Services | 502k | $9.2M | -45% | Mar 2024 |
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| CIBC World Markets | 485k | $8.4M | 8% | Mar 2024 |
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| Cohen & Steers Capital Management | 482k | $8.3M | 15% | Mar 2024 |
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| Global Endowment Management | 476k | $8.2M | 0% | Mar 2024 |
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| Laird Norton Tyee Trust | 476k | $8.2M | -47% | Mar 2024 |
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| Integrated Wealth Concepts | 468k | $8.1M | -26% | Mar 2024 |
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| Atria Wealth Solutions | 456k | $7.9M | 4% | Mar 2024 |
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| Stifel Financial | 454k | $7.9M | 6% | Mar 2024 |
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| O'Brien Greene & Co | 442k | $7.7M | -3% | Mar 2024 |
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| Scion Asset Management | 441k | $7.6M | 100% | Mar 2024 |
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| Accordant Advisory Group | 434k | $7.5M | 100% | Mar 2024 |
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| Essex Financial Services | 433k | $7.5M | 2% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 400k | $6.9M | 403% | Mar 2024 |
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| Guild Investment Management | 381k | $6.6M | 2% | Mar 2024 |
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| Whitaker-Myers Wealth Managers | 373k | $6.5M | 38% | Mar 2024 |
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| Raymond James Financial Services Advisors | 356k | $6.2M | 6% | Mar 2024 |
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| Mountain Lake Investment Management | 350k | $6.1M | 10% | Mar 2024 |
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| Perritt Capital Management | 349k | $6.0M | 1% | Mar 2024 |
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| Amitell Capital Pte | 343k | $5.5M | 0% | Dec 2023 |
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| Pacific Sage Partners | 323k | $5.6M | 0% | Mar 2024 |
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| Pictet Asset Management Holding SA | 303k | $5.2M | 100% | Mar 2024 |
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| Bailard | 299k | $5.2M | -2% | Mar 2024 |
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| Vident Advisory | 289k | $4.6M | -10% | Dec 2023 |
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| Steward Partners Investment Advisory | 287k | $5.0M | -2% | Mar 2024 |
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| Money Concepts Capital Corp | 272k | $4.7M | -3% | Mar 2024 |
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| Prospera Financial Services | 270k | $4.3M | 3% | Dec 2023 |
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| Hubbell Strickland Wealth Management | 266k | $4.6M | 0% | Mar 2024 |
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| Courage Capital Management | 265k | $4.6M | 0% | Mar 2024 |
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| William Blair $ Company | 263k | $4.5M | 0% | Mar 2024 |
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| Palumbo Wealth Management | 260k | $4.5M | -8% | Mar 2024 |
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| Geneos Wealth Management | 251k | $4.3M | 3% | Mar 2024 |
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| Lincoln National | 241k | $4.2M | -7% | Mar 2024 |
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| Ancora Advisors | 236k | $4.1M | 2% | Mar 2024 |
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| ORG Partners | 232k | $4.0M | 100% | Mar 2024 |
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| Advisory Services Network | 227k | $3.9M | -6% | Mar 2024 |
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| PFG Investments | 221k | $3.8M | 100% | Mar 2024 |
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| Latigo Investments | 214k | $3.7M | 0% | Mar 2024 |
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| Bruce G. Allen Investments | 213k | $3.7M | 0% | Mar 2024 |
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| NewEdge Wealth | 210k | $3.7M | 0% | Mar 2024 |
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| Warwick Investment Management | 209k | $3.3M | 0% | Dec 2023 |
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| Rockefeller Capital Management | 205k | $3.3M | 12% | Dec 2023 |
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| Absolute Investment Management | 202k | $3.5M | -6% | Mar 2024 |
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| K.J. Harrison & Partners | 199k | $3.4M | 18% | Mar 2024 |
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| Stratos Wealth Partners | 198k | $3.4M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 196k | $3.4M | -14% | Mar 2024 |
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| TD Waterhouse Canada | 193k | $4.3M | 1% | Mar 2024 |
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| Creative Planning | 190k | $3.3M | 8% | Mar 2024 |
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| Chicago Capital | 184k | $3.2M | 0% | Mar 2024 |
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| Strategic Blueprint | 183k | $3.2M | 8% | Mar 2024 |
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| Ausdal Financial Partners | 178k | $3.1M | -41% | Mar 2024 |
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| Beaumont Financial Advisors | 174k | $3.0M | 9% | Mar 2024 |
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| NovaPoint Capital | 174k | $3.0M | 1% | Mar 2024 |
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| Abacus Planning Group | 171k | $3.0M | 0% | Mar 2024 |
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| National Asset Management | 167k | $2.4M | -2% | Mar 2024 |
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| Insight Wealth Partners | 160k | $2.8M | -1% | Mar 2024 |
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| Sentinel Pension Advisors | 158k | $2.7M | -83% | Mar 2024 |
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| Puplava Financial Services | 155k | $2.7M | -20% | Mar 2024 |
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| Camelot Technology Advisors | 150k | $2.6M | 0% | Mar 2024 |
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| Spire Wealth Management | 145k | $2.5M | -4% | Mar 2024 |
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| Phraction Management | 142k | $2.5M | 0% | Mar 2024 |
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| Telemus Capital | 140k | $2.2M | -5% | Dec 2023 |
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| Moors & Cabot | 139k | $2.4M | 6% | Mar 2024 |
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| Leavell Investment Management | 138k | $2.4M | -13% | Mar 2024 |
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| Kovitz Investment Group Partners | 137k | $2.4M | 100% | Mar 2024 |
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| Empire Financial Management Company | 135k | $2.1M | 6% | Dec 2023 |
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| Grey Street Capital | 132k | $2.1M | 0% | Dec 2023 |
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| Mason Hill Advisors | 132k | $2.3M | 0% | Mar 2024 |
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| Surience Private Wealth | 128k | $2.2M | 100% | Mar 2024 |
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| Cypress Capital Management | 128k | $2.2M | 1% | Mar 2024 |
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| Brookstone Capital Management | 127k | $2.2M | 3% | Mar 2024 |
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| Oppenheimer & Co | 125k | $2.2M | -5% | Mar 2024 |
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| Tiaa Trust, National Association | 122k | $2.1M | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 118k | $2.0M | 0% | Mar 2024 |
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| A. D. Beadell Investment Counsel | 118k | $2.0M | 0% | Mar 2024 |
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| Great Valley Advisor Group | 117k | $2.0M | -6% | Mar 2024 |
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| Red Door Wealth Management | 115k | $2.0M | 0% | Mar 2024 |
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| Weiss Asset Management LP[1 | 114k | $2.0M | 0% | Mar 2024 |
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| Hartland & Co | 111k | $1.8M | 0% | Dec 2023 |
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| Waddell & Associates | 108k | $1.9M | -20% | Mar 2024 |
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| BIP Wealth | 104k | $1.8M | 0% | Mar 2024 |
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| Quadrant Private Wealth Management | 100k | $1.7M | 2% | Mar 2024 |
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| Mariner Wealth Advisors | 100k | $1.7M | 3% | Mar 2024 |
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| St. James Investment Company | 100k | $1.7M | -2% | Mar 2024 |
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| Hedges Asset Management | 99k | $1.7M | 0% | Mar 2024 |
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| Davenport & Co | 98k | $1.7M | 1% | Mar 2024 |
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| Claudia M.p. Batlle, Crp | 98k | $1.7M | -1% | Mar 2024 |
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| Bank of New York Mellon | 97k | $1.7M | 186% | Mar 2024 |
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| Branch Banking & Trust Company | 93k | $1.6M | -97% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 92k | $1.6M | 11% | Mar 2024 |
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| North Star Investment Management | 90k | $1.6M | 11% | Mar 2024 |
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| International Assets Investment Management | 90k | $1.6M | -18% | Mar 2024 |
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| Clifford Swan Investment Counsel | 89k | $1.5M | 0% | Mar 2024 |
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| Montis Financial | 89k | $1.5M | 2% | Mar 2024 |
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| HC Advisors | 87k | $1.4M | -5% | Dec 2023 |
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| Hollencrest Securities | 85k | $1.5M | 0% | Mar 2024 |
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| Fiduciary Trust Company | 82k | $1.3M | 0% | Dec 2023 |
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| Snowden Capital Advisors | 79k | $1.4M | 39% | Mar 2024 |
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| Life Planning Partners | 78k | $1.4M | -40% | Mar 2024 |
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| Pnc Financial Services | 78k | $1.4M | 9% | Mar 2024 |
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| SeaCrest Wealth Management | 75k | $1.3M | -4% | Mar 2024 |
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| Goldman Sachs Group | 75k | $1.3M | 366% | Mar 2024 |
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| Permanens Capital | 70k | $1.2M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 70k | $1.2M | 333% | Mar 2024 |
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| AE Wealth Management | 58k | $1.0M | -39% | Mar 2024 |
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| Ameritas Advisory Services | 29k | $449k | -84% | Dec 2023 |
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| Private Client Services | 25k | $426k | -69% | Mar 2024 |
|
Who sold out of Sprott Physical Gold Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 3.6M | $51M |
| Flow Traders US | Dec 2023 | 350k | $5.6M |
| Weiss Multi-strategy Advisers | Dec 2023 | 316k | $5.0M |
| Silvercrest Asset Management Group | Sep 2023 | 254k | $3.6M |
| Sumitomo Mitsui Trust Holdings | Dec 2023 | 124k | $2.0M |
| Federated Investors | Sep 2023 | 100k | $1.4M |