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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
CWA Asset Management Group, LLC28,243$679.5K0.03%−1,325−4.5%Reduced
L2 Asset Management, LLC26,967$648.8K0.13%+26,967New
Fortitude Advisory Group L.L.C.25,156$644.0K0.46%00.0%Unchanged
Atria Investments LLC26,462$636.7K0.01%+1,692+6.8%Added
Kiker Wealth Management, LLC26,004$625.7K0.43%−5,844−18.3%Reduced
HBK Sorce Advisory LLC25,410$611.4K0.02%00.0%Unchanged
Compass Capital Corp23,090$603.9K0.32%−17,823−43.6%Reduced
Crown Wealth Group, LLC25,068$603.1K0.31%−794−3.1%Reduced
Community Bank, N.A.24,654$592.9K0.08%00.0%Unchanged
Nadler Financial Group, Inc.24,565$591.0K0.07%−5,440−18.1%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus23,869$574.3K0.09%00.0%Unchanged
Tocqueville Asset Management L.P.23,522$565.9K0.01%00.0%Unchanged
RIA Advisory Group LLC23,400$563.0K0.18%+11,191+91.7%Added
BSW Wealth Partners23,327$561.2K0.09%00.0%Unchanged
Wedbush Securities Inc23,051$555.0K0.02%+350+1.5%Added
Baker Ellis Asset Management LLC23,000$553.4K0.08%00.0%Unchanged
apricus wealth, LLC23,000$553.4K0.33%00.0%Unchanged
Peak Financial Management, Inc.22,214$534.5K0.16%+214+1.0%Added
BEAM Asset Management, LLC22,163$533.2K0.18%+1,135+5.4%Added
Vontobel Holding Ltd.22,000$529.3K0.00%−735−3.2%Reduced
Wolverine Asset Management LLC21,983$528.9K0.01%+21,983New
Badgley Phelps Wealth Managers, LLC21,625$520.3K0.01%00.0%Unchanged
Apexium Financial, LP21,500$517.3K0.03%00.0%Unchanged
One Capital Management, LLC21,500$517.3K0.02%+21,500New
OneAscent Financial Services LLC21,475$517.0K0.03%+9,350+77.1%Added
Brinker Capital Investments, LLC21,475$516.7K0.01%+2,114+10.9%Added
Orion Portfolio Solutions, LLC21,475$516.7K0.01%+2,114+10.9%Added
Welch & Forbes LLC20,814$500.8K0.01%00.0%Unchanged
Goldman Sachs Group Inc20,727$498.7K0.00%−20,009−49.1%Reduced
Cobblestone Capital Advisors LLC20,549$494.4K0.03%−1,400−6.4%Reduced
Signaturefd, LLC20,337$489.3K0.01%+4,191+26.0%Added
Ashton Thomas Private Wealth, LLC20,301$488.4K0.02%−2,185−9.7%Reduced
Orgel Wealth Management, LLC20,000$481.2K0.01%+20,000New
Veracity Capital LLC19,380$466.3K0.18%+419+2.2%Added
AlphaStar Capital Management, LLC19,375$466.2K0.05%−18−0.1%Reduced
Bokf, NA19,365$465.9K0.01%00.0%Unchanged
SpringVest Wealth Management LLC19,360$465.8K0.39%00.0%Unchanged
EP Wealth Advisors, LLC19,337$465.2K0.00%00.0%Unchanged
S.A. Mason LLC19,232$462.7K0.24%00.0%Unchanged
Howe & Rusling Inc19,231$462.7K0.04%+3,240+20.3%Added
Fifth Third Bancorp19,110$459.8K0.00%00.0%Unchanged
NDWM LLC19,065$458.7K0.45%00.0%Unchanged
Focus Financial Network, Inc.18,940$455.7K0.02%−1,242−6.2%Reduced
Bank of New York Mellon Corp18,731$450.7K0.00%+729+4.0%Added
Lineweaver Wealth Advisors, LLC18,615$447.9K0.08%00.0%Unchanged
Rice Partnership, LLC18,548$446.3K0.09%−2,950−13.7%Reduced
Crew Capital Management, Ltd.18,500$445.1K0.36%+18,500New
Beacon Financial Group18,316$440.7K0.05%+81+0.4%Added
Perigon Wealth Management, LLC18,143$436.5K0.01%+1,125+6.6%Added
Family Capital Trust Co18,000$432.9K0.16%00.0%Unchanged
UMA Financial Services, Inc.17,939$431.6K0.07%00.0%Unchanged
Cobblestone Asset Management LLC17,653$424.7K0.25%−621−3.4%Reduced
Sound View Wealth Advisors Group, LLC17,647$424.6K0.03%+947+5.7%Added
We Are One Seven, LLC17,507$421.2K0.02%+17,507New
Brown Brothers Harriman & Co17,203$413.9K0.00%00.0%Unchanged
Neuberger Berman Group LLC17,180$413.4K0.00%−1,500−8.0%Reduced
Arcadia Wealth Management, LLC17,154$412.7K0.20%00.0%Unchanged
Capital Investment Advisors, LLC16,902$406.7K0.01%00.0%Unchanged
Moneta Group Investment Advisors LLC16,872$405.9K0.01%−2,134−11.2%Reduced
Financial Counselors Inc16,778$403.7K0.01%+16,778New
Horizon Kinetics Asset Management LLC16,621$399.9K0.00%00.0%Unchanged
Integrity Alliance, LLC.16,413$394.9K0.02%+16,413New
Clarity Financial LLC16,345$393.3K0.05%00.0%Unchanged
Allworth Financial LP15,333$390.2K0.00%+6,209+68.1%Added
Natixis Advisors, L.P.15,941$384.0K0.00%+5,205+48.5%Added
Wiley Bros.-Aintree Capital, LLC16,371$378.9K0.00%+2,746+20.2%Added
TFR Capital, LLC.15,640$376.3K0.16%00.0%Unchanged
Challenger Wealth Management15,573$374.7K0.30%−1,000−6.0%Reduced
Gateway Wealth Partners, LLC15,570$374.6K0.08%+4,350+38.8%Added
Alliance Wealth Advisors, LLC15,410$370.8K0.10%00.0%Unchanged
Synergy Financial Management, LLC15,065$362.5K0.05%+10,334+218.4%Added
Vawter Financial, Ltd.15,000$360.9K0.20%00.0%Unchanged
Virtue Capital Management, LLC14,940$359.8K0.04%+14,940New
Thompson Davis & Co., Inc.14,700$353.7K0.28%+14,700New
Bank Julius Baer & Co. Ltd, Zurich14,630$352.1K0.00%+1,281+9.6%Added
Stratos Wealth Advisors, LLC14,567$350.5K0.02%+1,831+14.4%Added
Cannon Financial Strategists, Inc.14,417$346.9K0.06%−60−0.4%Reduced
Journey Strategic Wealth LLC14,296$344.0K0.01%00.0%Unchanged
Soltis Investment Advisors LLC14,173$341.0K0.03%00.0%Unchanged
Burton Enright Welch14,071$338.5K0.07%00.0%Unchanged
Sapient Capital LLC13,889$334.2K0.01%00.0%Unchanged
Pure Portfolios Holdings LLC13,779$331.5K0.12%−817−5.6%Reduced
National Asset Management, Inc.13,710$329.9K0.01%00.0%Unchanged
Oak Family Advisors, LLC13,705$329.7K0.14%00.0%Unchanged
Koshinski Asset Management, Inc.13,574$326.6K0.03%+51+0.4%Added
Barclays PLC13,500$324.8K0.00%00.0%Unchanged
Investor's Fiduciary Advisor Network, LLC13,366$321.0K0.15%+940+7.6%Added
MAI Capital Management13,279$319.5K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC13,259$319.0K0.00%+535+4.2%Added
WealthBridge Capital Management, LLC13,245$318.7K0.09%+19+0.1%Added
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
Resources Investment Advisors, LLC.12,990$312.5K0.00%−2,080−13.8%Reduced
Principia Wealth Advisory, LLC13,185$312.1K0.30%−3,155−19.3%Reduced
Princeton Global Asset Management LLC12,900$310.4K0.06%00.0%Unchanged
Park Avenue Securities LLC12,565$302.0K0.00%−48,136−79.3%Reduced
Bleichroeder LP12,540$301.7K0.08%00.0%Unchanged
Modera Wealth Management, LLC12,500$300.8K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd12,482$300.3K0.01%00.0%Unchanged