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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.

Q1 2024 vs. Q4 2023

How the institutions holding Sprott Physical Gold Trust changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PHYS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4047411+14
Shares115.9M4.78M116.4M+5.29M (+4.8%)
Value$1.85B$76.1M$2.04B+$264.3M (+14.9%)

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 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 Q1 2024 but not at the end of Q4 2023.

Institutions new to PHYS in Q1 2024
InstitutionSharesValue% of portfolio
Simplicity Wealth,LLC3,903,253$67.5M1.61%
Spears Abacus Advisors LLC618,340$10.7M0.22%
Scion Asset Management, LLC440,729$7.62M7.37%
Accordant Advisory Group Inc433,451$7.50M5.60%
Pictet Asset Management Holding SA302,981$5.24M0.01%
ORG Partners LLC231,489$4.05M7.70%
PFG Investments, LLC221,217$3.83M0.23%
Kovitz Investment Group Partners, LLC137,159$2.37M0.03%
MML Investors Services, LLC65,668$1.14M0.00%
Nwam LLC59,842$1.07M0.09%
IPG Investment Advisors LLC54,689$946.1K0.21%
TruNorth Capital Management, LLC53,499$925.5K0.32%
Rockport Wealth LLC38,030$657.9K0.44%
Two Sigma Securities, LLC26,082$451.2K0.02%
Commerce Bank22,473$388.8K0.00%
Focus Financial Network, Inc.19,479$359.2K0.02%
Clarity Financial LLC20,395$352.8K0.05%
Neuberger Berman Group LLC19,180$331.8K0.00%
Headlands Technologies LLC16,245$281.0K0.07%
Marex Group plc15,150$262.1K0.01%
Vontobel Holding Ltd.15,000$259.5K0.00%
Cannon Financial Strategists, Inc.15,000$259.5K0.05%
Burton Enright Welch14,071$243.4K0.06%
Park Avenue Securities LLC13,393$232.0K0.00%
BCS Wealth Management12,009$208.0K0.07%
Howard Financial Services, Ltd.10,090$174.6K0.03%
WR Wealth Planners, LLC7,129$123.3K0.04%
CoreCap Advisors, LLC6,428$111.2K0.01%
St. Johns Investment Management Company, LLC6,000$103.8K0.05%
Private Trust Co NA5,000$86.5K0.01%
Riverview Trust Co3,000$51.9K0.04%
Mather Group, LLC.2,062$32.8K0.00%
Hilltop National Bank1,264$21.9K0.01%
Register Financial Advisors LLC1,000$17.3K0.01%
Umb Bank N A800$13.8K0.00%
Continuum Advisory, LLC560$10.2K0.00%
BlackRock Inc.475$8.22K0.00%
Ronald Blue Trust, Inc.346$5.99K0.00%
First Command Advisory Services, Inc.204$3.53K0.00%
Global Retirement Partners, LLC103$1.78K0.00%
DecisionPoint Financial, LLC58$1.05K0.00%
Global Assets Advisory, LLC13,302$7610.03%
IAG Wealth Partners, LLC36$6230.00%
FMR LLC1$170.00%

Sold out (30)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (7)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC3,943,738$62.8M
Cannell Peter B & Co Inc618,340$9.85M
Telemus Capital, LLC139,534$2.22M
J Arnold Wealth Management Co41,250$657.1K
Focus Financial Network Inc31,124$495.8K
Nalls Sherbakoff Group, LLC5,226$83.3K
Coppell Advisory Solutions LLC213$3.39K