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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.

Q4 2023 vs. Q3 2023

How the institutions holding Sprott Physical Gold Trust changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PHYS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3914404+17
Shares122.5M193.4K115.9M−6.36M (−5.2%)
Value$1.75B$2.77M$1.85B+$100.0M (+5.7%)

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PHYS in Q4 2023
InstitutionSharesValue% of portfolio
Greenfield Seitz Capital Management, LLC298,140$4.75M1.89%
Whitaker-Myers Wealth Managers, LTD.271,114$4.32M2.15%
Bruce G. Allen Investments, LLC213,507$3.40M3.10%
Camelot Technology Advisors, Inc.149,013$2.37M2.43%
Surience Private Wealth LLC130,910$2.09M2.12%
Life Planning Partners, Inc129,898$2.07M2.04%
Private Client Services, LLC79,929$1.27M1.05%
Permanens Capital L.P.70,327$1.12M0.22%
Foster Dykema Cabot & Partners, LLC60,329$961.0K0.10%
Claro Advisors LLC49,604$790.2K0.17%
Pathstone Holdings, LLC45,804$729.7K0.00%
HRT Financial LP45,440$723.0K0.01%
Lynx Capital Group Ltd44,685$711.8K0.53%
Fielder Capital Group LLC42,207$672.4K0.41%
Focus Financial Network Inc31,124$495.8K0.02%
Congress Wealth Management LLC28,425$452.8K0.01%
Intrua Financial, LLC27,435$437.0K0.07%
Harmony Asset Management LLC26,987$429.9K0.18%
Wetherby Asset Management Inc24,717$393.7K0.02%
Foundations Investment Advisors, LLC19,065$302.8K0.01%
SCP Investment, LP18,000$278.0K0.22%
Arcadia Wealth Management, LLC17,154$273.3K0.19%
Sapient Capital LLC16,864$268.6K0.01%
Goldman Sachs Group Inc16,021$255.2K0.00%
Koshinski Asset Management, Inc.15,570$248.0K0.04%
Soltis Investment Advisors LLC14,173$225.8K0.03%
NDWM LLC14,154$225.5K0.22%
Evoke Wealth, LLC13,000$207.1K0.41%
Pure Financial Advisors, Inc.11,723$186.7K0.01%
Beacon Financial Group11,712$186.6K0.02%
Investment Partners Asset Management, Inc.11,178$178.1K0.18%
IFG Advisory, LLC11,149$177.6K0.01%
Cozad Asset Management Inc11,142$177.5K0.02%
Visionary Horizons, LLC10,300$164.1K0.13%
ICA Group Wealth Management, LLC2,904$46.3K0.01%
DiNuzzo Private Wealth, Inc.2,135$34.0K0.00%
Benjamin Edwards Inc650$10.0K0.00%
HHM Wealth Advisors, LLC530$8.44K0.00%
Principal Securities, Inc.315$5.02K0.00%
Sofos Investments, Inc.300$4.78K0.00%
Caitlin John, LLC300$4.78K0.00%
Pineridge Advisors LLC300$4.78K0.00%
Coppell Advisory Solutions LLC213$3.39K0.00%
Garner Asset Management Corp100$1.57K0.00%

Sold out (27)

Institutions that held Sprott Physical Gold Trust at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (4)

Institutions that held Sprott Physical Gold Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Antonetti Capital Management LLC66,647$954.4K
Foster Dykema Cabot & Co Inc60,329$864.0K
Pathstone Family Office, LLC45,804$655.9K
Focus Financial Network, Inc.20,634$295.5K