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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.

Q3 2023 vs. Q2 2023

How the institutions holding Sprott Physical Gold Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of PHYS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3843391+10
Shares112.0M158.7K122.5M+10.6M (+9.5%)
Value$1.66B$2.37M$1.75B+$87.4M (+5.3%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Sprott Physical Gold Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PHYS in Q3 2023
InstitutionSharesValue% of portfolio
SMI Advisory Services, LLC2,918,979$44.2M16.13%
Sowell Financial Services LLC1,340,872$19.2M1.21%
Citadel Advisors LLC538,355$7.71M0.01%
Vident Advisory, LLC322,731$4.62M0.14%
Wealth Enhancement Advisory Services, LLC175,396$2.51M0.01%
Allen Mooney & Barnes Investment Advisors LLC122,690$1.76M0.37%
Tiaa Trust, National Association121,925$1.75M0.01%
Montis Financial, LLC92,106$1.32M0.88%
Antonetti Capital Management LLC66,647$954.4K1.49%
Aptus Capital Advisors, LLC55,300$791.9K0.02%
Tectonic Advisors LLC51,991$744.5K0.07%
Axxcess Wealth Management, LLC33,581$480.9K0.02%
Pine Valley Investments Ltd Liability Co30,532$437.2K0.04%
Regions Financial Corp27,945$400.2K0.00%
Merit Financial Group, LLC23,210$332.4K0.01%
Elequin Capital LP21,498$307.9K0.06%
Crown Wealth Group, LLC16,845$241.2K0.18%
AXS Investments LLC16,665$238.6K0.06%
Epic Trust Investment Advisors, LLC15,525$222.3K0.35%
Euro Pacific Asset Management, LLC12,675$181.0K0.04%
Brinker Capital Investments, LLC12,386$177.4K0.00%
Orion Portfolio Solutions, LLC12,386$177.4K0.00%
Cidel Asset Management Inc–$166.2K0.01%
Cobblestone Asset Management LLC11,401$163.3K0.13%
Navis Wealth Advisors, LLC11,389$163.1K0.24%
Mendota Financial Group, LLC10,000$143.2K0.15%
NBC Securities, Inc.2,640$37.0K0.00%
New Millennium Group LLC500$7.16K0.01%
LGT Financial Advisors LLC90$1.29K0.00%
VisionPoint Advisory Group, LLC66$9450.00%

Sold out (20)

Institutions that held Sprott Physical Gold Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PHYS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Vident Investment Advisory, LLC255,779$3.82M
Bryn Mawr Trust Co90,879$1.36M
Permanens Capital L.P.70,327$1.05M
Walleye Capital LLC66,076$985.9K
Veritable, L.P.23,650$352.9K
SkyView Investment Advisors, LLC21,490$321.0K
SG Americas Securities, LLC20,000$298.0K
Clientfirst Wealth Management, LLC12,500$190.1K
3Chopt Investment Partners, LLC11,015$164.3K
Summit Financial Wealth Advisors, LLC11,000$164.1K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,961$163.5K
Lincoln Capital Corp10,660$159.0K
Thompson Davis & Co., Inc.10,100$150.7K
Coombe, Bender & Co LLC10,094$150.6K
ICA Group Wealth Management, LLC2,904$43.3K
NewSquare Capital LLC525$7.83K
Coston, McIsaac & Partners350$5.00K
Coppell Advisory Solutions LLC213$3.16K
Iron Horse Wealth Management, LLC129$1.93K
O'Dell Group, LLC100$1.49K

Not filed for Q3 2023 yet (3)

Institutions that held Sprott Physical Gold Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Tiaa, FSB121,925$1.82M
First Capital Advisors Group, LLC.21,490$320.6K
Sentinus, LLC15,306$228.4K