Sprott Physical Gold Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 02/17/2026 | 9.52 M | $314.22 B | 8.24% | 2.04% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/17/2026 | 6.06 M | $200.06 M | -36.57% | 1.30% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 5.59 M | $184.64 B | 2.29% | 1.20% |
| MORGAN STANLEY | 02/13/2026 | 5.37 M | $177.45 B | -5.96% | 1.15% |
| HERITAGE WEALTH ADVISORS | 02/13/2026 | 5.14 M | $169.68 B | 100.00% | 1.10% |
| CENTRAL TRUST CO | 02/02/2026 | 4.39 M | $144.90 M | -5.61% | 0.94% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 4.32 M | $142.58 M | 1.33% | 0.93% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 4.08 M | $134.72 M | -10.10% | 0.88% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2026 | 3.46 M | $114.20 M | 9.90% | 0.74% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 3.04 M | $100.23 M | 15.50% | 0.65% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 2.54 M | $84.03 M | 3.41% | 0.55% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.32 M | $76.63 M | 20.15% | 0.50% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 2.28 M | $75.33 M | -3.70% | 0.49% |
| SPROTT INC. | 02/12/2026 | 2.21 M | $73.02 M | -2.40% | 0.48% |
| MATAURO, LLC | 01/16/2026 | 2.06 M | $68.04 M | -0.18% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.79 M | $59.21 M | 8.31% | 0.39% |
| SOUTHSTATE CORP | 02/11/2026 | 1.79 M | $59.19 M | -2.38% | 0.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.76 M | $58.15 M | 0.24% | 0.38% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.64 M | $53.99 B | -8.50% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.51 M | $49.99 B | -6.09% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.51 M | $49.85 M | -2.60% | 0.32% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 1.48 M | $48.74 M | 1.27% | 0.32% |
| FOREST HILL CAPITAL, LLC | 02/17/2026 | 1.45 M | $47.83 M | 0.00% | 0.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 1.17 M | $40.17 M | -2.27% | 0.25% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.10 M | $36.37 M | 4.11% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.08 M | $35.55 B | 8.20% | 0.23% |
| AUXANO ADVISORS, LLC | 02/06/2026 | 1.02 M | $33.67 M | 4.46% | 0.22% |
| 02/10/2026 | 1.00 M | $33.08 M | -5.51% | 0.22% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 979.42 K | $32.34 M | -0.76% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 964.59 K | $31.85 B | -2.10% | 0.21% |
| CAPITAL WEALTH ALLIANCE, LLC | 02/17/2026 | 954.10 K | $36.75 M | -2.30% | 0.21% |
| 3EDGE ASSET MANAGEMENT, LP | 02/06/2026 | 953.10 K | $31.65 M | 100.00% | 0.20% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 936.05 K | $31.54 M | 7.37% | 0.20% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 932.46 K | $30.78 M | 5.07% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 878.01 K | $28.99 B | -2.25% | 0.19% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 02/09/2026 | 857.22 K | $28.31 M | -0.16% | 0.18% |
| VAN DEN BERG MANAGEMENT I, INC | 02/17/2026 | 854.85 K | $28.23 M | -1.19% | 0.18% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 816.03 K | $26.95 M | 12.03% | 0.18% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 762.57 K | $25.18 B | 17.25% | 0.16% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 705.41 K | $23.29 M | 8.82% | 0.15% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 696.43 K | $23.00 M | 4.30% | 0.15% |
| MAREX GROUP PLC | 02/12/2026 | 662.11 K | $21.86 M | 5.02% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 631.23 K | $20.84 M | -34.30% | 0.14% |
| SPEARS ABACUS ADVISORS LLC | 02/17/2026 | 614.79 K | $20.30 M | 0.00% | 0.13% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 02/13/2026 | 592.96 K | $19.58 M | -2.90% | 0.13% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 592.81 K | $19.40 M | 5.38% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 583.13 K | $19.25 B | 189.91% | 0.13% |
| LAIRD NORTON TRUST COMPANY, LLC | 02/17/2026 | 568.64 K | $18.78 M | 73.85% | 0.12% |
| O'BRIEN GREENE & CO. INC | 02/05/2026 | 565.62 K | $18.68 M | 5.94% | 0.12% |
| FIDELIS CAPITAL PARTNERS, LLC | 02/09/2026 | 543.92 K | $17.96 M | 0.00% | 0.12% |
Sprott Physical Gold Trust institutional Ownership - FAQ's
During the previous two years, 774 institutional investors and hedge funds held shares of Sprott Physical Gold Trust. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 9.52 M
Polar Asset Management Partners Inc.: 6.06 M
Federation des caisses Desjardins du Quebec: 5.59 M
MORGAN STANLEY: 5.37 M
Heritage Wealth Advisors: 5.14 M
CENTRAL TRUST Co: 4.39 M
21.71% of Sprott Physical Gold Trust stock is owned by institutional investors.
Institutional investors have bought a total of 157.02 M shares in the last 24 months. This purchase volume represents approximately $5.90 B in transactions.