23 institutions reported holding $125.3M of SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (PHYS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Evanson Financial, LLC ($108.6M), Apella Capital, LLC ($3.1M), Connective Portfolio Management, LLC ($2.6M), Beaird Harris Wealth Management, LLC ($2.2M), PRIVATE CLIENT SERVICES, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Evanson Financial, LLC | $108.6M | 3.6M | New |
| 2 | Apella Capital, LLC | $3.1M | 99,674 | Added |
| 3 | Connective Portfolio Management, LLC | $2.6M | 85,000 | Hold |
| 4 | Beaird Harris Wealth Management, LLC | $2.2M | 73,029 | Trimmed |
| 5 | PRIVATE CLIENT SERVICES, LLC | $2.2M | 72,249 | Added |
| 6 | Sandy Cove Advisors, LLC | $1.3M | 41,801 | Trimmed |
| 7 | 180 WEALTH ADVISORS, LLC | $1.2M | 40,396 | Added |
| 8 | Diesslin Group, Inc. | $1.2M | 39,596 | Hold |
| 9 | Invariant Investment Management | $498,634 | 15,875 | Hold |
| 10 | Financial Enhancement Group LLC | $458,312 | 15,191 | Hold |
| 11 | 55 North Private Wealth, LLC | $369,945 | 12,262 | Trimmed |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $269,720 | 8,940 | Hold |
| 13 | CoreCap Advisors, LLC | $263,837 | 8,745 | Trimmed |
| 14 | Avior Wealth Management, LLC | $248,359 | 8,232 | Trimmed |
| 15 | Box Hill Private Wealth LLC | $233,818 | 7,750 | Hold |
| 16 | PROFESSIONAL ADVISORY SERVICES INC | $232,000 | 7,700 | Added |
| 17 | Arlington Trust Co LLC | $157,065 | 5,206 | Hold |
| 18 | Bulwark Capital Corp | $144,273 | 4,782 | Added |
| 19 | Dogwood Wealth Management LLC | $108,672 | 3,602 | Hold |
| 20 | EASTERN BANK | $43,264 | 1,434 | Hold |
| 21 | Roxbury Financial LLC | $16,412 | 544 | Hold |
| 22 | TRUST POINT INC. | $0 | 0 | Exited |
| 23 | HOWARD FINANCIAL SERVICES, LTD. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30