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Sprott Physical Gold Trust

PHYS
Exchange
NYSE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001477049

No open-market purchases or sales by Sprott Physical Gold Trust insiders were filed in the last 90 days; 655 institutions reported holding it in 13F filings for Q2 2026, worth $4.40B in total; Semper Augustus is the only superinvestor holding it.

13F holders, Q1 2023

Institutional positions in Sprott Physical Gold Trust as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
390
+10 vs. Q4 2022
Shares held
116.0M
+3.69M (+3.3%) vs. Q4 2022
Total value
$1.80B
+$219.8M (+13.9%) vs. Q4 2022
New holders
36
115 more added
Sold out
26
98 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PHYS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 390 institutions
Q1 2021: 312 institutionsQ2 2021: 320 institutionsQ3 2021: 328 institutionsQ4 2021: 355 institutionsQ1 2022: 378 institutionsQ2 2022: 381 institutionsQ3 2022: 365 institutionsQ4 2022: 386 institutionsQ1 2023: 390 institutionsQ2 2023: 384 institutionsQ3 2023: 391 institutionsQ4 2023: 404 institutionsQ1 2024: 411 institutionsQ2 2024: 434 institutionsQ3 2024: 467 institutionsQ4 2024: 495 institutionsQ1 2025: 541 institutionsQ2 2025: 559 institutionsQ3 2025: 584 institutionsQ4 2025: 642 institutionsQ1 2026: 683 institutionsQ2 2026: 655 institutions
Value heldQ1 2023: $1.80B
Q1 2021: $1.22BQ2 2021: $1.30BQ3 2021: $1.37BQ4 2021: $1.45BQ1 2022: $1.70BQ2 2022: $1.58BQ3 2022: $1.42BQ4 2022: $1.58BQ1 2023: $1.80BQ2 2023: $1.66BQ3 2023: $1.75BQ4 2023: $1.85BQ1 2024: $2.04BQ2 2024: $2.12BQ3 2024: $2.52BQ4 2024: $2.48BQ1 2025: $3.02BQ2 2025: $3.57BQ3 2025: $3.98BQ4 2025: $4.66BQ1 2026: $4.84BQ2 2026: $4.40B
Institutions holding PHYS and their total value by quarter
QuarterHoldersValue
Q2 2026655$4.40B
Q1 2026683$4.84B
Q4 2025642$4.66B
Q3 2025584$3.98B
Q2 2025559$3.57B
Q1 2025541$3.02B
Q4 2024495$2.48B
Q3 2024467$2.52B
Q2 2024434$2.12B
Q1 2024411$2.04B
Q4 2023404$1.85B
Q3 2023391$1.75B
Q2 2023384$1.66B
Q1 2023390$1.80B
Q4 2022386$1.58B
Q3 2022365$1.42B
Q2 2022381$1.58B
Q1 2022378$1.70B
Q4 2021355$1.45B
Q3 2021328$1.37B
Q2 2021320$1.30B
Q1 2021312$1.22B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q4 2022.

Institutions holding PHYS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sentinus, LLC13,306$205.7K0.07%+1,120+9.2%Added
Millennium Management LLC13,400$207.0K0.00%+13,400New
Channel Wealth LLC13,517$209.0K0.13%+13,517New
Stratos Wealth Advisors, LLC13,542$209.4K0.02%+2,000+17.3%Added
S.A. Mason LLC13,680$211.5K0.15%00.0%Unchanged
Savant Capital, LLC13,848$214.1K0.00%+13,848New
3Chopt Investment Partners, LLC14,292$221.0K0.12%+14,292New
Cliftonlarsonallen Wealth Advisors, LLC14,330$221.5K0.01%+14,330New
Larson Financial Group LLC14,465$223.6K0.02%00.0%Unchanged
Glenmede Trust Co NA14,550$224.9K0.00%00.0%Unchanged
First Hawaiian Bank15,000$231.9K0.01%00.0%Unchanged
Vawter Financial, Ltd.15,000$231.9K0.24%+15,000New
Lido Advisors, LLC15,005$232.0K0.00%−117−0.8%Reduced
Clarus Group, Inc.15,218$235.3K0.22%+1,500+10.9%Added
Nadler Financial Group, Inc.15,770$243.8K0.04%00.0%Unchanged
Sound View Wealth Advisors Group, LLC15,959$246.7K0.03%00.0%Unchanged
Tiemann Investment Advisors, LLC13,310$251.7K0.14%00.0%Unchanged
Horizon Kinetics Asset Management LLC16,621$257.0K0.00%+100+0.6%Added
Tower Research Capital LLC (TRC)16,676$258.0K0.01%+4,340+35.2%Added
Brookstone Capital Management16,592$258.8K0.01%+16,592New
Brown Shipley& Co Ltd17,000$262.8K0.17%+17,000New
Brown Brothers Harriman & Co17,203$266.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.18,888$266.0K0.00%+17,483+1,244.3%Added
Pecaut & Co.17,300$267.5K0.12%−3,000−14.8%Reduced
CWA Asset Management Group, LLC17,500$270.6K0.02%00.0%Unchanged
Catalyst Wealth Management, LLC17,675$273.3K0.26%00.0%Unchanged
Spectrum Asset Management, Inc. (NB/CA)17,880$276.4K0.14%00.0%Unchanged
Lakeview Capital Partners, LLC17,619$277.3K0.09%00.0%Unchanged
UMA Financial Services, Inc.17,939$279.5K0.07%00.0%Unchanged
HBK Sorce Advisory LLC18,138$280.4K0.01%−18,138−50.0%Reduced
AE Wealth Management LLC18,457$285.3K0.00%−86,729−82.5%Reduced
Lineweaver Wealth Advisors, LLC18,615$287.8K0.09%00.0%Unchanged
apricus wealth, LLC19,000$293.7K0.27%+19,000New
Investors Asset Management of Georgia Inc19,100$295.3K0.16%00.0%Unchanged
Capital Investment Advisors, LLC19,442$300.6K0.01%00.0%Unchanged
Oppenheimer & Close, LLC19,500$301.5K0.30%00.0%Unchanged
Garde Capital, Inc.19,700$305.0K0.03%00.0%Unchanged
True North Advisors, LLC20,050$310.0K0.09%+20,050New
Wilbanks Smith & Thomas Asset Management LLC20,101$310.8K0.01%−1,000−4.7%Reduced
Raymond James Trust N.A.20,107$311.0K0.01%−2,369−10.5%Reduced
Belpointe Asset Management LLC20,331$314.3K0.02%+11,054+119.2%Added
RFG Advisory, LLC20,400$315.4K0.02%00.0%Unchanged
Legacy Private Trust Co.20,575$318.1K0.03%00.0%Unchanged
Focus Financial Network, Inc.20,634$319.0K0.02%−554−2.6%Reduced
Graypoint LLC20,679$319.7K0.03%00.0%Unchanged
Fifth Third Bancorp20,810$321.7K0.00%−1,750−7.8%Reduced
New Harbor Financial Group, LLC20,824$321.9K0.12%−300−1.4%Reduced
Prio Wealth Limited Partnership21,000$324.7K0.01%00.0%Unchanged
Welch & Forbes LLC21,264$328.7K0.01%−25−0.1%Reduced
Apexium Financial, LP21,500$332.4K0.03%+21,500New
Linscomb & Williams, Inc.21,600$333.9K0.02%+100+0.5%Added
Peak Financial Management, Inc.22,000$340.1K0.13%00.0%Unchanged
Pathstone Family Office, LLC22,154$342.5K0.01%−592−2.6%Reduced
J.W. Cole Advisors, Inc.22,242$343.9K0.02%+3,200+16.8%Added
Farmers Trust Co22,600$349.4K0.08%00.0%Unchanged
BSW Wealth Partners22,624$349.8K0.07%00.0%Unchanged
JPMorgan Chase & Co22,915$354.0K0.00%−16,806−42.3%Reduced
Ingalls & Snyder LLC23,179$358.0K0.02%00.0%Unchanged
Kingsview Wealth Management, LLC23,300$360.2K0.02%+350+1.5%Added
CI Private Wealth, LLC23,297$361.9K0.00%00.0%Unchanged
Tower Bridge Advisors23,500$363.3K0.03%00.0%Unchanged
Cerity Partners LLC23,495$363.8K0.00%+2,525+12.0%Added
Veritable, L.P.23,650$365.6K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC23,949$370.3K0.02%−4,000−14.3%Reduced
Verity Asset Management, Inc.24,224$374.5K0.22%+35+0.1%Added
Community Bank, N.A.24,654$381.1K0.05%−2,182−8.1%Reduced
HRT Financial LP24,812$383.0K0.00%+24,812New
Cresset Asset Management, LLC24,934$385.5K0.01%00.0%Unchanged
Cobblestone Capital Advisors LLC25,111$388.2K0.03%00.0%Unchanged
Account Management LLC25,150$388.8K0.50%00.0%Unchanged
Guardian Wealth Advisors, LLC25,207$389.7K0.07%+797+3.3%Added
Veracity Capital LLC25,563$395.2K0.18%+483+1.9%Added
Pettinga Financial Advisors, LLC26,022$402.3K0.13%+800+3.2%Added
Capital Group Private Client Services, Inc.26,125$403.9K0.01%−56−0.2%Reduced
Qube Research & Technologies Ltd26,445$408.8K0.00%00.0%Unchanged
Latitude Advisors, LLC26,971$417.0K0.30%00.0%Unchanged
IFP Advisors, Inc39,584$417.1K0.02%−27,363−40.9%Reduced
Boston Private Wealth LLC28,355$438.4K0.01%00.0%Unchanged
Tocqueville Asset Management L.P.28,635$442.7K0.01%+7,000+32.4%Added
Brown Advisory Inc29,511$456.2K0.00%+13,500+84.3%Added
Cetera Advisors LLC30,163$466.3K0.01%+1,082+3.7%Added
Mather Group, LLC.31,096$480.7K0.01%−5,898−15.9%Reduced
Stephens Inc31,425$485.8K0.01%00.0%Unchanged
Baker Ellis Asset Management LLC31,500$487.0K0.09%00.0%Unchanged
Kestra Advisory Services, LLC31,542$487.6K0.01%−3,022−8.7%Reduced
Glassman Wealth Services31,965$494.2K0.09%00.0%Unchanged
MKT Advisors LLC31,710$501.3K0.37%00.0%Unchanged
Silver Oak Securities, Inc33,070$511.0K0.08%−417−1.2%Reduced
Geneva Partners, LLC33,300$514.8K0.44%+11,000+49.3%Added
Mercer Global Advisors Inc33,432$517.0K0.00%−3,556−9.6%Reduced
GWM Advisors LLC33,503$518.0K0.01%−27,246−44.9%Reduced
Financial Advocates Investment Management34,635$535.5K0.04%−3,330−8.8%Reduced
Family Capital Trust Co35,000$541.1K0.21%00.0%Unchanged
Bradley Foster & Sargent Inc35,122$543.0K0.01%00.0%Unchanged
Fidelis Capital Partners, LLC35,550$562.8K0.24%+35,550New
1832 Asset Management L.P.36,600$565.8K0.00%00.0%Unchanged
Aveo Capital Partners, LLC37,528$580.2K0.08%+420+1.1%Added
Northwestern Mutual Wealth Management Co38,279$591.8K0.00%−9,839−20.4%Reduced
Rehmann Capital Advisory Group38,421$594.0K0.06%00.0%Unchanged
Cambridge Advisors Inc.38,516$595.5K0.15%−200−0.5%Reduced