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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, Q1 2025

Institutional positions in Sprott Physical Gold Trust as of Mar 31, 2025. 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
541
+52 vs. Q4 2024
Shares held
125.6M
+3.02M (+2.5%) vs. Q4 2024
Total value
$3.02B
+$543.8M (+22.0%) vs. Q4 2024
New holders
83
159 more added
Sold out
31
144 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 541 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 heldQ1 2025: $3.02B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q4 2024.

Institutions holding PHYS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Investors Asset Management of Georgia Inc10,000$240.6K0.12%00.0%Unchanged
Tiemann Investment Advisors, LLC10,000$240.6K0.11%00.0%Unchanged
Clientfirst Wealth Management, LLC10,000$240.6K0.27%00.0%Unchanged
Brown Advisory Inc10,000$240.6K0.00%+10,000New
Littlejohn Financial Services, Inc.10,000$240.6K0.19%+10,000New
Carnegie Lake Advisors LLC10,200$245.0K0.10%00.0%Unchanged
Secure Asset Management, LLC10,200$245.4K0.05%00.0%Unchanged
Capital City Trust Co10,250$246.6K0.07%00.0%Unchanged
Stonebridge Capital Advisors LLC10,250$246.6K0.02%00.0%Unchanged
Visionary Horizons, LLC10,300$247.8K0.17%00.0%Unchanged
Dorsey & Whitney Trust CO LLC10,380$249.7K0.01%00.0%Unchanged
Investment Partners Asset Management, Inc.10,383$249.8K0.20%−1,044−9.1%Reduced
RPS Advisory Solutions LLC10,392$250.0K0.18%+10,392New
Mather Group, LLC.10,449$251.4K0.00%+8,843+550.6%Added
Inspire Advisors, LLC10,494$252.5K0.03%+55+0.5%Added
WS Portfolio Advisory, LLC10,521$253.1K1.50%+10,521New
Willis Johnson & Associates, Inc.10,584$254.7K0.02%−272−2.5%Reduced
Generation Capital Management LLC10,640$256.0K0.23%+10,640New
AQR Capital Management LLC10,800$259.8K0.00%+10,800New
Tradition Wealth Management, LLC10,870$261.5K0.02%00.0%Unchanged
Oliver Luxxe Assets LLC11,000$264.7K0.05%+1,015+10.2%Added
Mendota Financial Group, LLC11,000$264.7K0.29%+1,000+10.0%Added
International Assets Investment Management, LLC11,076$266.5K0.02%−35,573−76.3%Reduced
Fairway Wealth LLC11,111$267.3K0.10%00.0%Unchanged
Mutual Advisors, LLC10,656$268.0K0.01%+10,656New
Tru Independence Asset Management 2, LLC11,202$269.5K0.20%+11,202New
Sumitomo Mitsui Trust Holdings, Inc.11,350$273.1K0.00%+11,350New
Rappaport Reiches Capital Management, LLC11,375$273.7K0.07%00.0%Unchanged
Prelude Capital Management, LLC11,522$277.2K0.03%00.0%Unchanged
LexAurum Advisors, LLC11,600$279.1K0.05%00.0%Unchanged
IFG Advisory, LLC11,608$279.3K0.02%+459+4.1%Added
Forza Wealth Management, LLC11,613$279.4K0.13%00.0%Unchanged
David Loasby11,580$281.6K0.03%+11,580New
Woodmont Investment Counsel LLC11,908$286.5K0.02%+11,908New
Menlo Advisors LLC12,000$288.0K0.14%00.0%Unchanged
Heritage Trust Co11,987$288.4K0.03%00.0%Unchanged
Apriem Advisors12,113$291.4K0.03%00.0%Unchanged
Thoroughbred Financial Services, LLC12,170$292.0K0.02%−425−3.4%Reduced
Fisher Asset Management, LLC12,211$293.8K0.00%+12,211New
Wealth Alliance Advisory Group, LLC12,364$297.5K0.06%+275+2.3%Added
Nations Financial Group Inc,12,454$299.6K0.02%−508−3.9%Reduced
Stonehage Fleming Financial Services Holdings Ltd12,482$300.3K0.01%00.0%Unchanged
Modera Wealth Management, LLC12,500$300.8K0.00%00.0%Unchanged
Bleichroeder LP12,540$301.7K0.08%00.0%Unchanged
Park Avenue Securities LLC12,565$302.0K0.00%−48,136−79.3%Reduced
Princeton Global Asset Management LLC12,900$310.4K0.06%00.0%Unchanged
Principia Wealth Advisory, LLC13,185$312.1K0.30%−3,155−19.3%Reduced
Resources Investment Advisors, LLC.12,990$312.5K0.00%−2,080−13.8%Reduced
Stillwater Wealth Management Group13,000$312.8K0.27%−1,800−12.2%Reduced
Evoke Wealth, LLC13,000$312.8K0.01%00.0%Unchanged
Bearing Point Capital, LLC13,000$312.8K0.07%00.0%Unchanged
WealthBridge Capital Management, LLC13,245$318.7K0.09%+19+0.1%Added
Sequoia Financial Advisors, LLC13,259$319.0K0.00%+535+4.2%Added
MAI Capital Management13,279$319.5K0.00%00.0%Unchanged
Investor's Fiduciary Advisor Network, LLC13,366$321.0K0.15%+940+7.6%Added
Barclays PLC13,500$324.8K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.13,574$326.6K0.03%+51+0.4%Added
Oak Family Advisors, LLC13,705$329.7K0.14%00.0%Unchanged
National Asset Management, Inc.13,710$329.9K0.01%00.0%Unchanged
Pure Portfolios Holdings LLC13,779$331.5K0.12%−817−5.6%Reduced
Sapient Capital LLC13,889$334.2K0.01%00.0%Unchanged
Burton Enright Welch14,071$338.5K0.07%00.0%Unchanged
Soltis Investment Advisors LLC14,173$341.0K0.03%00.0%Unchanged
Journey Strategic Wealth LLC14,296$344.0K0.01%00.0%Unchanged
Cannon Financial Strategists, Inc.14,417$346.9K0.06%−60−0.4%Reduced
Stratos Wealth Advisors, LLC14,567$350.5K0.02%+1,831+14.4%Added
Bank Julius Baer & Co. Ltd, Zurich14,630$352.1K0.00%+1,281+9.6%Added
Thompson Davis & Co., Inc.14,700$353.7K0.28%+14,700New
Virtue Capital Management, LLC14,940$359.8K0.04%+14,940New
Vawter Financial, Ltd.15,000$360.9K0.20%00.0%Unchanged
Synergy Financial Management, LLC15,065$362.5K0.05%+10,334+218.4%Added
Alliance Wealth Advisors, LLC15,410$370.8K0.10%00.0%Unchanged
Gateway Wealth Partners, LLC15,570$374.6K0.08%+4,350+38.8%Added
Challenger Wealth Management15,573$374.7K0.30%−1,000−6.0%Reduced
TFR Capital, LLC.15,640$376.3K0.16%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC16,371$378.9K0.00%+2,746+20.2%Added
Natixis Advisors, L.P.15,941$384.0K0.00%+5,205+48.5%Added
Allworth Financial LP15,333$390.2K0.00%+6,209+68.1%Added
Clarity Financial LLC16,345$393.3K0.05%00.0%Unchanged
Integrity Alliance, LLC.16,413$394.9K0.02%+16,413New
Horizon Kinetics Asset Management LLC16,621$399.9K0.00%00.0%Unchanged
Financial Counselors Inc16,778$403.7K0.01%+16,778New
Moneta Group Investment Advisors LLC16,872$405.9K0.01%−2,134−11.2%Reduced
Capital Investment Advisors, LLC16,902$406.7K0.01%00.0%Unchanged
Arcadia Wealth Management, LLC17,154$412.7K0.20%00.0%Unchanged
Neuberger Berman Group LLC17,180$413.4K0.00%−1,500−8.0%Reduced
Brown Brothers Harriman & Co17,203$413.9K0.00%00.0%Unchanged
We Are One Seven, LLC17,507$421.2K0.02%+17,507New
Sound View Wealth Advisors Group, LLC17,647$424.6K0.03%+947+5.7%Added
Cobblestone Asset Management LLC17,653$424.7K0.25%−621−3.4%Reduced
UMA Financial Services, Inc.17,939$431.6K0.07%00.0%Unchanged
Family Capital Trust Co18,000$432.9K0.16%00.0%Unchanged
Perigon Wealth Management, LLC18,143$436.5K0.01%+1,125+6.6%Added
Beacon Financial Group18,316$440.7K0.05%+81+0.4%Added
Crew Capital Management, Ltd.18,500$445.1K0.36%+18,500New
Rice Partnership, LLC18,548$446.3K0.09%−2,950−13.7%Reduced
Lineweaver Wealth Advisors, LLC18,615$447.9K0.08%00.0%Unchanged
Bank of New York Mellon Corp18,731$450.7K0.00%+729+4.0%Added
Focus Financial Network, Inc.18,940$455.7K0.02%−1,242−6.2%Reduced
NDWM LLC19,065$458.7K0.45%00.0%Unchanged