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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.

Q4 2025 vs. Q3 2025

How the institutions holding Sprott Physical Gold Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PHYS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders58410642+68
Shares134.2M202.5K140.6M+6.63M (+4.9%)
Value$3.98B$6.00M$4.66B+$687.5M (+17.3%)

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PHYS in Q4 2025
InstitutionSharesValue% of portfolio
Heritage Wealth Advisors5,138,572$169.7M6.48%
3EDGE Asset Management, LP953,100$31.7M1.64%
Harbour Wealth Management Group, Inc.394,729$13.0M10.19%
Asset One Wealth Management LLC364,106$12.7M1.75%
TrustWell Financial Advisors, LLC352,764$11.6M11.26%
Fulcrum Wealth Advisors, LLC344,740$11.4M9.37%
Eaton Financial Holdings Company, LLC204,814$6.76M1.82%
Basecamp Wealth Advisors LLC203,357$6.71M1.43%
Intesa Sanpaolo Wealth Management202,000$6.67M1.38%
Sentinus, LLC199,762$6.60M0.63%
Lifetime Wealth Management P.C.195,013$6.44M4.04%
Cauble & Harre Wealth Management, Inc.156,673$5.17M4.34%
Cedrus Wealth Group LLC124,466$4.11M3.79%
Grand Central Investment Group108,962$3.60M2.61%
Guardian Partners Inc.85,000$3.16M0.25%
Enclave Advisors LLC91,527$3.02M0.43%
UBS Group AG70,329$2.32M0.00%
Diesslin Group, Inc.35,834$1.18M0.47%
EP Wealth Advisors, LLC32,158$1.06M0.01%
Whalerock Point Partners, LLC31,000$1.02M0.19%
Kovack Advisors, Inc.29,554$975.9K0.05%
Walser Wealth Management Company, A Ltd Liability Co26,662$880.4K0.46%
United Capital Financial Advisers, LLC23,818$786.5K0.00%
McAlvany Wealth Management LLC17,055$781.1K0.60%
Sankala Group LLC18,740$752.4K0.60%
One Capital Management, LLC21,500$709.9K0.02%
Invariant Investment Management15,875$546.3K0.35%
180 Wealth Advisors, LLC16,355$540.0K0.06%
Axxcess Wealth Management, LLC14,835$489.9K0.01%
55 North Private Wealth, LLC13,223$436.6K0.12%
Apollon Financial, LLC12,482$412.2K0.06%
Founders Financial Securities LLC12,144$401.0K0.02%
Live Oak Private Wealth LLC11,250$371.5K0.05%
WCG Wealth Advisors LLC11,230$370.8K0.01%
Western Wealth Management, LLC10,330$341.1K0.02%
Sovran Advisors, LLC9,586$337.2K0.03%
Glenmede Trust Co NA10,000$330.2K0.00%
HRT Financial LP10,013$330.0K0.00%
ARS Wealth Advisors Group, LLC9,561$315.7K0.03%
J.E. Simmons & Co., P.C.9,500$313.7K0.20%
Hamrick Investment Counsel, llc9,060$299.2K0.22%
Parvin Asset Management, LLC9,048$298.8K0.24%
Rockwood Wealth Management, LLC8,958$295.8K0.02%
BKD Wealth Advisors, LLC8,729$288.2K0.01%
TownSquare Capital, LLC8,654$285.8K0.06%
Moseley Investment Management Inc7,900$260.9K0.08%
Plan Group Financial, LLC7,300$241.0K0.06%
IKE Capital, LLC7,300$241.0K0.21%
Atlas Capital Advisors LLC7,200$237.7K0.03%
Total Investment Management Inc7,191$237.4K0.03%
Outlook Wealth Advisors, LLC7,110$234.8K0.05%
Caldwell Trust Co6,970$230.1K0.02%
Madrona Financial Services, LLC6,890$227.5K0.05%
FSA Advisors, Inc.6,745$222.7K0.15%
Redhawk Wealth Advisors, Inc.6,679$220.5K0.02%
Avantax Planning Partners, Inc.6,658$219.8K0.01%
Advisors Capital Management, LLC6,635$219.1K0.00%
Bessemer Group Inc6,586$217.0K0.00%
NFP Retirement, Inc.6,570$216.9K0.01%
Thrivent Financial for Lutherans6,536$216.0K0.00%
Ironwood Investment Counsel, LLC6,520$215.3K0.03%
J. Derek Lewis & Associates Inc.6,500$214.6K0.05%
O'Rourke & Company, Inc6,417$211.9K0.08%
Howard Financial Services, Ltd.6,369$210.3K0.02%
Pinnacle Associates Ltd6,335$209.2K0.00%
Summit Financial Strategies, Inc.6,272$207.1K0.02%
RHS Financial, LLC6,260$206.7K0.10%
Alexander Labrunerie & Co., Inc.6,232$205.8K0.07%
Smith, Moore & Co.6,160$203.4K0.02%
TCFG Wealth Management, LLC6,125$202.2K0.08%
Ofc Financial Planning, LLC6,084$200.9K0.19%
Alternative Investment Advisors, LLC.6,065$200.3K0.09%
DV Trading LLC6,000$198.1K0.02%
Purpose Unlimited Inc.3,300$109.1K0.00%
Halbert Hargrove Global Advisors, LLC2,400$79.2K0.00%
Wilkerson Advisory Group LLC2,198$72.6K0.03%
Flagship Harbor Advisors, LLC2,186$72.2K0.00%
Pinnacle Wealth Planning Services, Inc.2,177$71.9K0.01%
Jones Financial Companies LLLP2,172$71.7K0.00%
McGuire Capital Advisors Inc1,950$64.4K0.04%
Eastern Bank1,434$47.4K0.00%
Financial Management Professionals, Inc.1,100$36.3K0.00%
Kohmann Bosshard Financial Services, LLC1,000$33.0K0.00%
SageView Advisory Group, LLC900$29.7K0.00%
Evolution Wealth Management Inc.572$18.9K0.02%
Garton & Associates Financial Advisors LLC453$15.0K0.01%
Laurel Wealth Advisors LLC441$14.6K0.00%
SHP Wealth Management400$13.2K0.00%
Optiver Holding B.V.324$10.7K0.00%
O'Shaughnessy Asset Management, LLC242$7.99K0.00%
Lodestone Wealth Management LLC203$6.70K0.00%
Bullseye Investment Management, LLC100$3.30K0.00%
Hazlett, Burt & Watson, Inc.84$3.00K0.00%
Strengthening Families & Communities, LLC70$2.31K0.00%
Triumph Capital Management50$1.65K0.00%
Scarborough Advisors, LLC50$1.65K0.00%
MH & Associates Securities Management Corp50$9990.00%
Strive Financial Group ,LLC9$2970.00%

Sold out (30)

Institutions that held Sprott Physical Gold Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PHYS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Concorde Financial Corp616,691$18.3M
Strategic Blueprint, LLC377,026$11.2M
Chemung Canal Trust Co277,740$8.23M
Barclays PLC252,761$7.49M
Perritt Capital Management Inc199,303$5.90M
Farringdon Capital, Ltd.114,360$3.39M
Precision Wealth Strategies, LLC46,635$1.38M
Procyon Private Wealth Partners, LLC46,207$1.37M
Barometer Capital Management Inc.36,200$1.24M
Kovitz Investment Group Partners, LLC34,034$1.01M
Kiker Wealth Management, LLC32,407$959.9K
Tru Independence Asset Management 2, LLC31,322$927.8K
Wolverine Asset Management LLC29,449$872.3K
Challenger Wealth Management15,573$461.3K
Ballew Advisors, Inc8,220$260.1K
Mather Group, LLC.8,475$251.0K
New Republic Capital, LLC8,323$246.5K
Fortis Capital Advisors, LLC7,157$212.0K
Heritage Financial Services, LLC6,790$201.1K
Icon Wealth Advisors, LLC4,100$121.4K
Evelyn Partners Investment Management Services Ltd2,520$74.6K
Duncker Streett & Co Inc1,965$58.2K
North Capital, Inc.1,537$45.5K
Wealthspire Advisors, LLC1,270$37.6K
Hilltop National Bank1,264$37.4K
Painted Porch Advisors LLC1,064$31.5K
Delos Wealth Advisors, LLC436$12.9K
GPS Wealth Strategies Group, LLC105$3.11K
Koesten, Hirschmann & Crabtree, INC.47$1.38K
Sofos Investments, Inc.30$889

Not filed for Q4 2025 yet (10)

Institutions that held Sprott Physical Gold Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Bard Financial Services, Inc.88,000$2.61M
Optimum Investment Advisors35,700$1.06M
Apexium Financial, LP21,500$636.8K
Cobblestone Capital Advisors LLC20,549$608.7K
LexAurum Advisors, LLC11,225$332.5K
Glenmede Investment Management, LP10,000$296.2K
Sonora Investment Management Group, LLC8,935$264.7K
Abich Financial Wealth Management LLC5,537$164.0K
Creekmur Asset Management LLC859$25.4K
Guerra Advisors Inc218$6.46K