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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.

Q2 2025 vs. Q1 2025

How the institutions holding Sprott Physical Gold Trust changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PHYS: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders5416559+24
Shares125.6M107.9K140.5M+15.1M (+12.0%)
Value$3.02B$2.60M$3.57B+$552.2M (+18.3%)

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Sprott Physical Gold Trust at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PHYS in Q2 2025
InstitutionSharesValue% of portfolio
Essential Partners LLC415,272$10.5M4.20%
Winnow Wealth LLC371,431$9.42M7.01%
JP Wealth Management, Inc.192,955$4.89M3.66%
Botty Investors LLC170,700$4.33M1.27%
Oberndorf William E161,074$4.08M4.51%
Vise Technologies, Inc.81,432$2.06M0.09%
Kerntke Otto McGlone Wealth Management Group77,865$1.97M1.56%
Connective Portfolio Management, LLC65,000$1.65M3.53%
Fort Point Capital Partners LLC50,000$1.27M0.13%
Susquehanna International Group, LLP44,305$1.12M0.00%
Benjamin Edwards Inc42,405$1.07M0.01%
Galvin, Gaustad & Stein, LLC34,293$869.3K0.07%
Millennium Capital Advisors, LLC25,788$653.7K0.44%
Lumbard & Kellner, LLC23,705$600.9K0.26%
Meridian Wealth Advisors, LLC23,469$594.9K0.09%
Concurrent Investment Advisors, LLC22,004$557.8K0.01%
Midwest Trust Co16,778$425.3K0.01%
Hoey Investments, Inc14,000$354.9K0.05%
Matrix Private Capital Group LLC13,430$340.5K0.20%
Keybank National Association11,127$282.1K0.00%
Atomi Financial Group, Inc.10,456$265.1K0.01%
Tower Bridge Advisors10,000$253.5K0.03%
Glenmede Investment Management, LP10,000$253.5K0.00%
Adviser Investments LLC8,500$215.5K0.00%
Beacon Financial Advisory LLC8,398$212.9K0.06%
HB Wealth Management, LLC8,337$211.3K0.00%
Clear Harbor Asset Management, LLC8,283$210.0K0.02%
Ledyard National Bank8,187$207.5K0.02%
Forum Financial Management, LP8,169$207.1K0.00%
Summit Financial Wealth Advisors, LLC8,000$202.8K0.04%
Tranquilli Financial Advisor LLC8,000$202.8K0.13%
Robinson Smith Wealth Advisors LLC8,000$202.8K0.16%
Uniting Wealth Partners, LLC8,000$202.8K0.08%
Allen Capital Group, LLC7,958$201.7K0.02%
Centaurus Financial, Inc.6,714$170.0K0.01%
Total Investment Management Inc6,491$164.5K0.02%
Icon Wealth Advisors, LLC4,100$103.9K0.01%
First Command Advisory Services, Inc.2,812$71.3K0.00%
Intelligent Financial Strategies1,518$38.5K0.02%
Legacy Investment Solutions, LLC1,413$35.8K0.02%
Hilltop National Bank1,264$32.0K0.01%
MTM Investment Management, LLC1,200$30.4K0.01%
Global Retirement Partners, LLC1,103$28.0K0.00%
Manchester Capital Management LLC1,000$25.4K0.00%
Toth Financial Advisory Corp903$22.9K0.00%
Strategic Wealth Partners, Ltd.692$17.5K0.00%
Chilton Capital Management LLC600$15.2K0.00%
Kilter Group LLC482$12.2K0.01%
Roxbury Financial LLC395$10.0K0.01%
Massmutual Trust Co FSB383$9.71K0.00%
BFSG, LLC250$6.34K0.00%
Oliver Lagore Vanvalin Investment Group236$5.68K0.00%
DecisionPoint Financial, LLC150$3.83K0.00%
Koesten, Hirschmann & Crabtree, INC.47$1.18K0.00%
Paladin Advisory Group, LLC45$1.14K0.00%
Financial Gravity Companies, Inc.30$7610.00%

Sold out (32)

Institutions that held Sprott Physical Gold Trust at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (6)

Institutions that held Sprott Physical Gold Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
VanWeelden Wealth Management, LLC52,035$1.25M
Orion Portfolio Solutions, LLC21,475$516.7K
Stillwater Wealth Management Group13,000$312.8K
Rappaport Reiches Capital Management, LLC11,375$273.7K
Glenmede Trust Co NA10,000$240.6K
Sofos Investments, Inc.30$722