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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, Q2 2023

Institutional positions in Sprott Physical Gold Trust as of Jun 30, 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
384
−4 vs. Q1 2023
Shares held
112.0M
−564.4K (−0.5%) vs. Q1 2023
Total value
$1.66B
−$82.2M (−4.7%) vs. Q1 2023
New holders
28
122 more added
Sold out
32
85 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 384 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 heldQ2 2023: $1.66B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q1 2023.

Institutions holding PHYS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CIBC Private Wealth Group, LLC36,394$543.0K0.00%+14,000+62.5%Added
Bank of New York Mellon Corp35,817$534.4K0.00%−4,519−11.2%Reduced
Fidelis Capital Partners, LLC35,550$530.4K0.19%00.0%Unchanged
Bradley Foster & Sargent Inc35,122$524.0K0.01%00.0%Unchanged
Family Capital Trust Co35,000$522.2K0.18%00.0%Unchanged
Financial Advocates Investment Management34,935$521.2K0.04%+300+0.9%Added
GWM Advisors LLC34,793$519.1K0.01%+1,290+3.9%Added
New Harbor Financial Group, LLC34,224$510.6K0.16%+13,400+64.3%Added
MKT Advisors LLC31,710$483.6K0.34%00.0%Unchanged
Cetera Advisors LLC31,520$470.3K0.01%+1,357+4.5%Added
Baker Ellis Asset Management LLC31,500$470.0K0.08%00.0%Unchanged
Stephens Inc31,425$468.9K0.01%00.0%Unchanged
Islay Capital Management, LLC31,411$468.7K0.41%+31,411New
Cutter & CO Brokerage, Inc.29,693$443.0K0.13%+19,500+191.3%Added
IFP Advisors, Inc40,915$430.6K0.02%+1,331+3.4%Added
Tocqueville Asset Management L.P.28,635$427.2K0.01%00.0%Unchanged
CI Private Wealth, LLC28,399$422.8K0.00%+5,102+21.9%Added
Boston Private Wealth LLC27,065$403.8K0.01%−1,290−4.5%Reduced
Latitude Advisors, LLC26,971$402.4K0.28%00.0%Unchanged
AE Wealth Management LLC26,825$400.2K0.00%+8,368+45.3%Added
Qube Research & Technologies Ltd26,445$394.6K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.26,242$391.5K0.03%+4,000+18.0%Added
U.S. Capital Wealth Advisors, LLC26,149$390.1K0.02%+2,200+9.2%Added
EP Wealth Advisors, LLC6,245$388.8K0.01%−773,686−99.2%Reduced
Mercer Global Advisors Inc25,832$385.0K0.00%−7,600−22.7%Reduced
Mather Group, LLC.25,198$376.0K0.01%−5,898−19.0%Reduced
Veracity Capital LLC25,179$375.7K0.16%−384−1.5%Reduced
Account Management LLC25,150$375.2K0.50%00.0%Unchanged
Cobblestone Capital Advisors LLC25,111$374.7K0.03%00.0%Unchanged
Community Bank, N.A.24,654$367.8K0.05%00.0%Unchanged
Pettinga Financial Advisors, LLC24,572$366.6K0.11%−1,450−5.6%Reduced
Cambridge Advisors Inc.24,366$363.5K0.09%−14,150−36.7%Reduced
Kingswood Wealth Advisors, LLC23,950$357.3K0.11%+23,950New
Silver Oak Securities, Inc23,802$355.0K0.06%−9,268−28.0%Reduced
Veritable, L.P.23,650$352.9K0.01%00.0%Unchanged
Apollon Wealth Management, LLC23,471$350.2K0.02%+23,471New
Ingalls & Snyder LLC23,179$346.0K0.02%00.0%Unchanged
BSW Wealth Partners22,624$337.6K0.07%00.0%Unchanged
Kingsview Wealth Management, LLC22,600$337.2K0.01%−700−3.0%Reduced
apricus wealth, LLC22,000$334.6K0.29%+3,000+15.8%Added
Pathstone Family Office, LLC22,154$330.5K0.00%00.0%Unchanged
Peak Financial Management, Inc.22,000$328.2K0.12%00.0%Unchanged
SkyView Investment Advisors, LLC21,490$321.0K0.08%+21,490New
Apexium Financial, LP21,500$320.8K0.03%00.0%Unchanged
First Capital Advisors Group, LLC.21,490$320.6K0.17%+21,490New
Sepio Capital, LP21,457$320.1K0.03%−34,153−61.4%Reduced
Raymond James Trust N.A.21,389$319.0K0.01%+1,282+6.4%Added
Welch & Forbes LLC21,264$317.3K0.01%00.0%Unchanged
Capital Investment Advisors, LLC21,028$313.7K0.01%+1,586+8.2%Added
Prio Wealth Limited Partnership21,000$313.3K0.01%00.0%Unchanged
Farmers Trust Co20,850$311.1K0.07%−1,750−7.7%Reduced
Graypoint LLC20,679$308.5K0.03%00.0%Unchanged
Focus Financial Network, Inc.20,634$307.9K0.02%00.0%Unchanged
Legacy Private Trust Co.20,575$307.0K0.03%00.0%Unchanged
RFG Advisory, LLC20,400$304.4K0.01%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC20,101$299.9K0.01%00.0%Unchanged
True North Advisors, LLC20,010$298.5K0.08%−40−0.2%Reduced
Tower Bridge Advisors20,000$298.4K0.03%−3,500−14.9%Reduced
Fifth Third Bancorp19,985$298.2K0.00%−825−4.0%Reduced
SG Americas Securities, LLC20,000$298.0K0.00%+20,000New
Garde Capital, Inc.19,700$294.0K0.02%00.0%Unchanged
Oppenheimer & Close, LLC19,500$290.9K0.30%00.0%Unchanged
Sandy Cove Advisors, LLC18,900$282.0K0.16%+18,900New
Lineweaver Wealth Advisors, LLC18,615$277.7K0.08%00.0%Unchanged
HBK Sorce Advisory LLC18,138$270.6K0.01%00.0%Unchanged
UMA Financial Services, Inc.17,939$268.7K0.07%00.0%Unchanged
Lakeview Capital Partners, LLC17,619$262.9K0.05%00.0%Unchanged
CWA Asset Management Group, LLC17,500$261.1K0.02%00.0%Unchanged
Pecaut & Co.17,300$258.1K0.11%00.0%Unchanged
Brown Brothers Harriman & Co17,203$256.7K0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC16,621$248.0K0.01%00.0%Unchanged
Inspire Advisors, LLC16,441$245.3K0.05%+16,441New
Stratos Wealth Advisors, LLC16,142$240.8K0.02%+2,600+19.2%Added
Tiemann Investment Advisors, LLC13,310$239.8K0.12%00.0%Unchanged
Sound View Wealth Advisors Group, LLC15,959$238.1K0.03%00.0%Unchanged
Sentinus, LLC15,306$228.4K0.07%+2,000+15.0%Added
Nadler Financial Group, Inc.15,285$228.1K0.03%−485−3.1%Reduced
Glenmede Trust Co NA14,550$224.9K0.00%00.0%Unchanged
Wedbush Securities Inc15,015$224.0K0.01%+3,510+30.5%Added
Lido Advisors, LLC15,005$223.9K0.00%00.0%Unchanged
First Hawaiian Bank15,000$223.8K0.01%00.0%Unchanged
Vawter Financial, Ltd.15,000$223.8K0.19%00.0%Unchanged
Larson Financial Group LLC14,465$215.8K0.02%00.0%Unchanged
S.A. Mason LLC13,680$211.5K0.15%00.0%Unchanged
Channel Wealth LLC13,457$200.8K0.12%−60−0.4%Reduced
Highlander Capital Management, LLC13,200$197.0K0.09%00.0%Unchanged
Tradition Wealth Management, LLC13,229$197.0K0.02%+5,000+60.8%Added
Diligent Investors, LLC12,850$191.7K0.06%+1,250+10.8%Added
LexAurum Advisors, LLC12,850$191.7K0.06%+12,850New
Ethos Financial Group, LLC12,329$190.6K0.06%00.0%Unchanged
Clientfirst Wealth Management, LLC12,500$190.1K0.23%+12,500New
Modera Wealth Management, LLC12,700$189.5K0.00%+200+1.6%Added
Bleichroeder LP12,540$187.1K0.04%00.0%Unchanged
Orleans Capital Management Corp11,900$177.5K0.13%+300+2.6%Added
Harbour Investments, Inc.11,782$175.8K0.01%+2,230+23.3%Added
Campbell Wealth Management11,700$175.0K0.02%00.0%Unchanged
Vontobel Holding Ltd.11,700$174.6K0.00%00.0%Unchanged
Forza Wealth Management, LLC11,613$173.3K0.09%00.0%Unchanged
Wealth Alliance Advisory Group, LLC11,589$172.9K0.06%+500+4.5%Added
WealthBridge Capital Management, LLC11,535$172.1K0.07%00.0%Unchanged