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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, Q4 2024

Institutional positions in Sprott Physical Gold Trust as of Dec 31, 2024. 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
495
+39 vs. Q3 2024
Shares held
122.6M
+5.96M (+5.1%) vs. Q3 2024
Total value
$2.48B
+$17.4M (+0.7%) vs. Q3 2024
New holders
67
155 more added
Sold out
28
118 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 495 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 heldQ4 2024: $2.48B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q3 2024.

Institutions holding PHYS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Archetype Wealth Partners21,065$424.0K0.06%+21,065New
BEAM Asset Management, LLC21,028$423.5K0.13%+1,582+8.1%Added
LaSalle St. Investment Advisors, LLC21,037$423.0K0.13%+21,037New
Tower Research Capital LLC (TRC)20,909$421.1K0.01%+9,698+86.5%Added
Welch & Forbes LLC20,814$419.2K0.01%00.0%Unchanged
GWN Securities Inc.19,019$407.4K0.11%+19,019New
Focus Financial Network, Inc.20,182$406.5K0.02%−514−2.5%Reduced
Bokf, NA19,365$401.4K0.01%−31,882−62.2%Reduced
AlphaStar Capital Management, LLC19,393$390.6K0.04%+3,883+25.0%Added
Brinker Capital Investments, LLC19,361$389.9K0.00%+3,094+19.0%Added
Orion Portfolio Solutions, LLC19,361$389.9K0.00%+3,094+19.0%Added
SpringVest Wealth Management LLC19,360$389.9K0.33%+19,360New
EP Wealth Advisors, LLC19,337$389.4K0.00%00.0%Unchanged
S.A. Mason LLC19,232$387.3K0.20%00.0%Unchanged
Fifth Third Bancorp19,110$384.9K0.00%00.0%Unchanged
NDWM LLC19,065$384.0K0.32%00.0%Unchanged
Moneta Group Investment Advisors LLC19,006$382.8K0.01%+19,006New
Veracity Capital LLC18,961$381.9K0.14%+478+2.6%Added
Neuberger Berman Group LLC18,680$376.2K0.00%+1,500+8.7%Added
Lineweaver Wealth Advisors, LLC18,615$374.9K0.07%00.0%Unchanged
Mercer Global Advisors Inc18,336$369.3K0.00%−5,304−22.4%Reduced
Cobblestone Asset Management LLC18,274$368.0K0.24%+839+4.8%Added
Beacon Financial Group18,235$367.3K0.04%−337−1.8%Reduced
Bank of New York Mellon Corp18,002$362.6K0.00%+10.0%Added
Family Capital Trust Co18,000$362.3K0.12%00.0%Unchanged
UMA Financial Services, Inc.17,939$361.3K0.06%00.0%Unchanged
Perigon Wealth Management, LLC17,018$356.7K0.01%+17,018New
Graypoint LLC17,522$352.9K0.02%00.0%Unchanged
Brown Brothers Harriman & Co17,203$346.5K0.00%00.0%Unchanged
Arcadia Wealth Management, LLC17,154$345.5K0.17%00.0%Unchanged
Capital Investment Advisors, LLC16,902$340.4K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC16,700$336.3K0.03%+741+4.6%Added
Horizon Kinetics Asset Management LLC16,621$334.7K0.00%00.0%Unchanged
Challenger Wealth Management16,573$333.8K0.29%+16,573New
Clarity Financial LLC16,345$329.2K0.04%00.0%Unchanged
Principia Wealth Advisory, LLC16,340$329.1K0.31%+16,340New
Signaturefd, LLC16,146$325.2K0.01%+1,146+7.6%Added
Howe & Rusling Inc15,991$322.1K0.03%+2,103+15.1%Added
Avantax Advisory Services, Inc.15,912$320.5K0.00%+3,779+31.1%Added
TFR Capital, LLC.15,640$315.0K0.16%+15,640New
Alliance Wealth Advisors, LLC15,410$310.4K0.08%−50−0.3%Reduced
Resources Investment Advisors, LLC.15,070$303.5K0.00%−12,388−45.1%Reduced
Vawter Financial, Ltd.15,000$302.1K0.18%00.0%Unchanged
Arrow Investment Advisors, LLC14,820$302.0K0.28%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors14,810$298.3K0.04%−14,643−49.7%Reduced
Stillwater Wealth Management Group14,800$298.1K0.27%+14,800New
Bank Julius Baer & Co. Ltd, Zurich13,349$296.7K0.00%+13,349New
Pure Portfolios Holdings LLC14,596$294.0K0.11%−1,270−8.0%Reduced
Cannon Financial Strategists, Inc.14,477$291.6K0.05%+60+0.4%Added
Journey Strategic Wealth LLC14,296$287.9K0.01%00.0%Unchanged
Soltis Investment Advisors LLC14,173$285.4K0.03%00.0%Unchanged
Burton Enright Welch14,071$283.4K0.06%00.0%Unchanged
Sapient Capital LLC13,889$279.7K0.01%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC13,625$276.6K0.00%+13,625New
National Asset Management, Inc.13,710$276.1K0.01%00.0%Unchanged
Oak Family Advisors, LLC13,705$276.0K0.11%00.0%Unchanged
Koshinski Asset Management, Inc.13,523$272.4K0.02%+1,572+13.2%Added
Barclays PLC13,500$271.9K0.00%00.0%Unchanged
MAI Capital Management13,279$267.4K0.00%+3,279+32.8%Added
WealthBridge Capital Management, LLC13,226$266.4K0.07%−19−0.1%Reduced
Evoke Wealth, LLC13,000$261.8K0.01%00.0%Unchanged
Bearing Point Capital, LLC13,000$261.8K0.05%+13,000New
Columbia Advisory Partners LLC12,972$261.3K0.24%−8,467−39.5%Reduced
Nations Financial Group Inc,12,962$261.1K0.02%−105,050−89.0%Reduced
Princeton Global Asset Management LLC12,900$259.8K0.05%00.0%Unchanged
Stratos Wealth Advisors, LLC12,736$256.5K0.01%−1,181−8.5%Reduced
Sequoia Financial Advisors, LLC12,724$256.3K0.00%+12,724New
Thoroughbred Financial Services, LLC12,595$253.0K0.02%00.0%Unchanged
Bleichroeder LP12,540$252.6K0.06%00.0%Unchanged
Savant Capital, LLC12,531$252.4K0.00%+12,531New
Modera Wealth Management, LLC12,500$251.8K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd12,482$251.4K0.01%−1,500−10.7%Reduced
Investor's Fiduciary Advisor Network, LLC12,426$250.0K0.10%+12,426New
Independent Advisor Alliance12,388$249.5K0.00%+12,388New
RIA Advisory Group LLC12,209$245.9K0.08%+12,209New
OneAscent Financial Services LLC12,125$244.0K0.02%+12,125New
Apriem Advisors12,113$244.0K0.03%00.0%Unchanged
Wealth Alliance Advisory Group, LLC12,089$243.5K0.05%+500+4.3%Added
Heritage Trust Co11,987$241.4K0.03%+11,987New
Menlo Advisors LLC12,000$241.0K0.12%00.0%Unchanged
BCS Wealth Management11,972$241.0K0.06%00.0%Unchanged
Forza Wealth Management, LLC11,613$233.9K0.11%00.0%Unchanged
LexAurum Advisors, LLC11,600$233.6K0.05%00.0%Unchanged
Prelude Capital Management, LLC11,522$232.1K0.02%00.0%Unchanged
Investment Partners Asset Management, Inc.11,427$230.1K0.18%00.0%Unchanged
EverSource Wealth Advisors, LLC11,427$230.1K0.01%00.0%Unchanged
Rappaport Reiches Capital Management, LLC11,375$229.1K0.06%00.0%Unchanged
Gateway Wealth Partners, LLC11,220$226.0K0.06%00.0%Unchanged
IFG Advisory, LLC11,149$224.5K0.01%00.0%Unchanged
Fairway Wealth LLC11,111$223.8K0.10%+11,111New
Tradition Wealth Management, LLC10,870$218.9K0.02%00.0%Unchanged
Willis Johnson & Associates, Inc.10,856$218.6K0.02%+10,856New
Natixis Advisors, L.P.10,736$216.0K0.00%−40.0%Reduced
Inspire Advisors, LLC10,439$210.2K0.03%−195−1.8%Reduced
Dorsey & Whitney Trust CO LLC10,380$209.1K0.01%00.0%Unchanged
Visionary Horizons, LLC10,300$207.4K0.14%00.0%Unchanged
Capital City Trust Co10,250$206.4K0.05%00.0%Unchanged
Stonebridge Capital Advisors LLC10,250$206.4K0.02%00.0%Unchanged
Secure Asset Management, LLC10,200$205.4K0.03%−1,500−12.8%Reduced
Carnegie Lake Advisors LLC10,200$205.0K0.08%00.0%Unchanged