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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 2025 vs. Q4 2024

How the institutions holding Sprott Physical Gold Trust changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PHYS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4956541+52
Shares122.6M16.3K125.6M+3.02M (+2.5%)
Value$2.48B$331.3K$3.02B+$543.8M (+22.0%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Sprott Physical Gold Trust at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PHYS in Q1 2025
InstitutionSharesValue% of portfolio
Toroso Investments, LLC589,927$14.2M0.12%
Manatuck Hill Partners, LLC412,500$9.92M4.57%
Transcend Wealth Collective, LLC235,871$5.68M0.41%
Blueprint Financial Advisors LLC230,583$5.55M3.01%
K.J. Harrison & Partners Inc180,448$4.34M0.85%
HRT Financial LP116,005$2.79M0.02%
Proactive Wealth Strategies LLC110,882$2.67M1.42%
Surience Private Wealth LLC101,540$2.44M4.26%
Pensionmark Financial Group, LLC97,335$2.34M0.06%
Apella Capital, LLC96,450$2.28M0.08%
Belpointe Asset Management LLC93,754$2.26M0.12%
Bard Financial Services, Inc.89,220$2.15M0.26%
Permanens Capital L.P.70,327$1.69M0.31%
Two Sigma Securities, LLC68,100$1.64M0.25%
Intrua Financial, LLC63,399$1.53M0.24%
Sonoma Private Wealth LLC61,285$1.47M2.05%
AlphaCore Capital LLC60,837$1.45M0.12%
Miracle Mile Advisors, LLC56,938$1.37M0.03%
Kavar Capital Partners Group, LLC51,400$1.24M0.21%
Andina Capital Management, LLC45,962$1.11M0.79%
City National Bank of Florida41,200$991.3K0.89%
Beutel, Goodman & Co Ltd.39,500$950.0K0.01%
Brookwood Investment Group LLC39,015$938.7K0.16%
Prime Capital Investment Advisors, LLC36,966$889.4K0.01%
McAdam, LLC34,585$832.1K0.05%
Walleye Capital LLC28,400$683.3K0.01%
L2 Asset Management, LLC26,967$648.8K0.13%
Wolverine Asset Management LLC21,983$528.9K0.01%
One Capital Management, LLC21,500$517.3K0.02%
Orgel Wealth Management, LLC20,000$481.2K0.01%
Crew Capital Management, Ltd.18,500$445.1K0.36%
We Are One Seven, LLC17,507$421.2K0.02%
Financial Counselors Inc16,778$403.7K0.01%
Integrity Alliance, LLC.16,413$394.9K0.02%
Virtue Capital Management, LLC14,940$359.8K0.04%
Thompson Davis & Co., Inc.14,700$353.7K0.28%
Fisher Asset Management, LLC12,211$293.8K0.00%
Woodmont Investment Counsel LLC11,908$286.5K0.02%
David Loasby11,580$281.6K0.03%
Sumitomo Mitsui Trust Holdings, Inc.11,350$273.1K0.00%
Tru Independence Asset Management 2, LLC11,202$269.5K0.20%
Mutual Advisors, LLC10,656$268.0K0.01%
AQR Capital Management LLC10,800$259.8K0.00%
Generation Capital Management LLC10,640$256.0K0.23%
WS Portfolio Advisory, LLC10,521$253.1K1.50%
RPS Advisory Solutions LLC10,392$250.0K0.18%
Brown Advisory Inc10,000$240.6K0.00%
Littlejohn Financial Services, Inc.10,000$240.6K0.19%
Pure Financial Advisors, Inc.9,823$236.3K0.00%
Zacks Investment Management9,815$236.1K0.00%
Wealth Dimensions Group, Ltd.9,500$228.6K0.05%
Orleans Capital Management Corp9,300$223.8K0.13%
Strait & Sound Wealth Management LLC9,117$219.4K0.10%
Almanack Investment Partners, LLC.9,000$216.5K0.04%
Sentinus, LLC8,973$215.9K0.06%
Sonora Investment Management Group, LLC8,935$215.0K0.02%
Cidel Asset Management Inc8,915$214.9K0.01%
Diligent Investors, LLC8,910$214.4K0.05%
Hilltop Holdings Inc.8,878$213.6K0.01%
Cushing Capital Partners, LLC8,745$210.4K0.19%
Pecaut & Co.8,700$209.3K0.07%
Asset Advisors Investment Management, LLC8,600$206.9K0.02%
Ballew Advisors, Inc8,220$204.0K0.14%
Snowden Capital Advisors LLC8,455$203.4K0.01%
Colony Group, LLC8,331$200.4K0.00%
New Republic Capital, LLC8,323$200.3K0.09%
Nalls Sherbakoff Group, LLC5,226$125.7K0.10%
Ritter Daniher Financial Advisory LLC3,200$77.0K0.02%
First Horizon Advisors, Inc.1,768$42.5K0.00%
Morton Brown Family Wealth, LLC1,754$42.2K0.01%
Center for Financial Planning, Inc.1,641$39.5K0.01%
North Capital, Inc.1,536$37.0K0.03%
Assetmark, Inc1,272$30.6K0.00%
Cheviot Value Management, LLC1,175$29.8K0.00%
Goodman Advisory Group, LLC1,135$27.3K0.01%
Graybill Bartz & Assoc Ltd1,000$24.1K0.01%
Dunhill Financial, LLC850$20.5K0.01%
GHP Investment Advisors, Inc.655$15.8K0.00%
Costello Asset Management, INC500$12.0K0.00%
Pin Oak Investment Advisors Inc485$12.0K0.01%
SRS Capital Advisors, Inc.370$8.90K0.00%
Birchbrook, Inc.284$6.83K0.00%
Sofos Investments, Inc.30$7220.00%

Sold out (31)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PHYS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Equinox Partners Investment Management LLC131,673$2.65M
Weiss Asset Management LP114,132$2.30M
Fiduciary Family Office, LLC102,506$2.06M
Susquehanna International Group, LLP74,995$1.51M
Citadel Advisors LLC39,669$798.9K
Kingswood Wealth Advisors, LLC39,450$794.5K
Westwood Holdings Group Inc.25,499$513.5K
Drive Wealth Management, LLC24,550$505.4K
Simon Quick Advisors, LLC23,452$472.3K
First Hawaiian Bank22,778$458.7K
Tower Research Capital LLC (TRC)20,909$421.1K
Arrow Investment Advisors, LLC14,820$302.0K
Savant Capital, LLC12,531$252.4K
Independent Advisor Alliance12,388$249.5K
Howard Financial Services, Ltd.10,090$203.2K
Wexford Capital LP10,000$201.4K
Proequities, Inc.6,893$146.8K
Federated Hermes, Inc.6,000$120.8K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,700$114.8K
FNY Investment Advisers, LLC5,490$110.0K
Lee Danner & Bass Inc4,400$88.6K
Robinson Value Management, Ltd.3,000$60.4K
Jones Financial Companies LLLP1,925$38.8K
Van Hulzen Asset Management, LLC1,800$36.3K
Fedenia Advisers LLC1,285$25.9K
Kohmann Bosshard Financial Services, LLC1,000$20.1K
Plante Moran Financial Advisors, LLC805$16.2K
Caitlin John, LLC600$12.1K
PSI Advisors, LLC172$3.46K
Tucker Asset Management LLC156$3.14K
Coppell Advisory Solutions LLC110$2.20K

Not filed for Q1 2025 yet (6)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
WR Wealth Planners, LLC6,304$127.0K
Sugarloaf Wealth Management, LLC6,000$120.8K
Legacy Investment Solutions, LLC1,400$31.0K
Hilltop National Bank1,264$25.5K
Global Retirement Partners, LLC1,103$22.2K
Oliver Lagore Vanvalin Investment Group236$4.75K