Public ownership evidence

Sprott Physical Gold Trust (PHYS) Ownership Disclosures

Read PHYS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Sprott Physical Gold Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
13,710
Value (USD)
$329,862
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PHYS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PHYS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,710$329,862None
Corient Private Wealth LP2026-06-302026-08-2897,309$2,935,793None
Principia Wealth Advisory, LLC2026-06-302026-08-276,845$206,514None
Principia Wealth Advisory, LLC2026-03-312026-08-276,570$232,841None
Dakota Wealth Management2025-09-302026-08-27147,217$4,360,568None
Dakota Wealth Management2025-12-312026-08-27200,628$6,624,737None
Dakota Wealth Management2026-03-312026-08-27237,065$8,401,584None
Layline Advisors, LLC2026-06-302026-08-21116,238$3,506,900None
Rehmann Capital Advisory Group2026-06-302026-08-2141,954$1,265,752None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2162,635$1,889,698None
IKE Capital, LLC2025-12-312026-08-207,300$241,046None
Kingsview Wealth Management, LLC2026-06-302026-08-20578,626$17,457,146None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20251,623$7,591,452None
Sankala Group LLC2026-06-302026-08-1918,740$620,200None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,510,702$45,577,878None
Strait & Sound Wealth Management LLC2026-06-302026-08-198,686$262,057None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-19195,849$5,908,759None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19485$15,000None
Parvin Asset Management, LLC2026-06-302026-08-18270$8,146None
Caitlin John, LLC2026-06-302026-08-18300$9,051None
Corient Private Wealth LP2026-06-302026-08-1897,980$2,956,037None
FSA Advisors, Inc.2026-06-302026-08-1812,129$365,932None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1821,583$651,159None
Nalls Sherbakoff Group, LLC2026-06-302026-08-185,226$157,668None
Nalls Sherbakoff Group, LLC2026-03-312026-08-185,226$185,209None
Equitable Holdings, Inc.2026-06-302026-08-1823,089$696,595None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-1811,551$348,493None
Proficio Capital Partners LLC2026-06-302026-08-1889,840$2,710,473None
Lifetime Wealth Management P.C.2026-06-302026-08-18189,860$5,728,076None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-189,095$274,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,950$58,832None
Blueprint Financial Advisors LLC2026-06-302026-08-1554,593$1,647,071None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1520,058$604,327None
Federation des caisses Desjardins du Quebec2026-06-302026-08-155,869,370$176,576,420None
Marex Group Ltd2026-06-302026-08-15613,305$18,503,412None
Marex Group Ltd2026-06-302026-08-15108$3,258None
Basecamp Wealth Advisors LLC2026-06-302026-08-15201,458$6,077,976None
Mutual Advisors, LLC2026-06-302026-08-1510,116$305,200None
Kera Capital Partners, Inc.2026-06-302026-08-15345,748$10,431,217None
Empire Financial Management Company, LLC2026-06-302026-08-15167,721$5,060,142None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-15617$18,615None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-15309,245$9,329,922None
Meridian Wealth Advisors, LLC2026-06-302026-08-1523,469$708,060None
SEMPER AUGUSTUS INVESTMENTS GROUP LLC2026-06-302026-08-1523,869$720,128None
Capital Asset Advisory Services LLC2026-06-302026-08-1511,621$350,606None
Resurgent Financial Advisors LLC2026-06-302026-08-1510,065$303,661None
Ameritas Advisory Services, LLC2026-06-302026-08-15335,233$10,113,966None
SIG North Trading, ULC2026-06-302026-08-1521,700$654,689Call
SIG North Trading, ULC2026-06-302026-08-1512,700$383,159Put
SIG North Trading, ULC2026-06-302026-08-1525,177$759,590None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Layline Advisors, LLC ↗Rehmann Capital Advisory Group ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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