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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 2026 vs. Q4 2025

How the institutions holding Sprott Physical Gold Trust changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PHYS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders6426683+47
Shares140.6M331.4K136.6M−3.68M (−2.6%)
Value$4.66B$11.0M$4.84B+$190.8M (+4.1%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Sprott Physical Gold Trust at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PHYS in Q1 2026
InstitutionSharesValue% of portfolio
Weiss Asset Management LP484,101$17.2M0.31%
Johnson Investment Counsel Inc456,672$16.2M0.13%
Knoll Capital Management, LLC387,055$13.7M7.61%
Tiaa-Cref Individual & Institutional Services, LLC375,567$13.3M0.05%
LexAurum Advisors, LLC345,284$12.2M1.59%
Gladstone Institutional Advisory LLC171,122$6.06M0.22%
Golden State Equity Partners141,489$5.01M0.38%
McIlrath & Eck, LLC137,968$4.89M0.36%
CIBC Bancorp USA Inc.128,416$4.55M0.01%
Layline Advisors, LLC99,463$3.52M3.94%
VectorGlobal IAG, Inc.96,017$3.40M0.88%
M. Kulyk & Associates, LLC88,094$3.12M0.58%
TCG Advisory Services, LLC68,148$2.42M0.06%
Holos Integrated Wealth LLC58,311$2.07M1.05%
Collaborative Fund Advisors, LLC48,950$1.73M1.07%
Black Diamond Financial, LLC43,208$1.53M0.17%
SIG North Trading, ULC38,651$1.37M0.27%
Canal Capital Management, LLC37,777$1.34M0.18%
Millennium Management LLC34,545$1.22M0.00%
Farringdon Capital, Ltd.33,322$1.18M0.26%
Discipline Wealth Solutions, LLC31,501$1.12M0.12%
Magnus Financial Group LLC30,261$1.07M0.09%
CM Wealth Advisors LLC24,715$875.9K0.19%
Jump Financial, LLC23,497$832.7K0.01%
Spectrum Advisors, Inc.21,950$777.9K0.61%
Arkadios Wealth Advisors20,774$736.2K0.01%
World Equity Group, Inc.20,659$732.2K0.19%
Barometer Capital Management Inc.19,000$673.4K0.23%
Kiker Wealth Management, LLC18,761$664.9K0.32%
Wealthspire Advisors, LLC16,726$592.8K0.00%
Financial Enhancement Group LLC15,191$559.2K0.07%
Ieq Capital, LLC15,292$542.0K0.00%
Crusonia Wealth Advisors LLC14,799$524.5K0.11%
Picton Mahoney Asset Management13,584$481.6K0.01%
Nicolet Bankshares Inc11,035$398.4K0.01%
Capital Asset Advisory Services LLC10,621$387.9K0.01%
Hunter Perkins Capital Management, LLC10,819$383.0K0.09%
Resurgent Financial Advisors LLC10,000$354.4K0.13%
Northern Trust Corp9,466$335.5K0.00%
DGS Capital Management, LLC9,083$321.9K0.05%
Buckingham Strategic Partners8,893$315.2K0.00%
Spectrum Planning & Advisory Services Inc.8,650$306.6K0.15%
Quotient Wealth Partners, LLC8,595$304.6K0.01%
BLB&B Advisors, LLC8,080$286.4K0.01%
Anchyra Partners LLC8,000$283.5K0.09%
Box Hill Private Wealth LLC7,750$274.7K0.27%
Professional Advisory Services Inc7,000$248.0K0.03%
Portus Wealth Advisors, LLC6,921$245.3K0.23%
Meredith Wealth Planning6,890$244.2K0.07%
PKS Advisory Services, LLC6,700$237.4K0.06%
Hemenway Trust Co LLC6,570$232.8K0.02%
GWN Securities Inc.6,455$228.8K0.04%
Sun Group Wealth Partners6,412$227.2K0.18%
Waldron Private Wealth LLC6,300$223.3K0.01%
TCFG Investment Advisors, LLC6,125$217.1K0.08%
Birchwood Financial Partners, Inc.6,095$216.0K0.21%
Central Bank & Trust Co6,040$214.1K0.03%
Baker Boyer National Bank6,015$213.2K0.06%
Argyle Capital Partners, LLC6,000$212.6K0.15%
Modern Wealth Management, LLC5,850$211.2K0.00%
NDWM LLC5,871$208.1K0.13%
Capital Advisors Inc5,861$207.7K0.00%
PFG Advisors5,845$207.1K0.01%
1832 Asset Management L.P.5,840$207.0K0.00%
Delta Investment Management, LLC5,796$205.4K0.04%
Integrated Advisors Network LLC5,715$202.5K0.01%
Marks Group Wealth Management, Inc5,710$202.4K0.02%
Investmark Advisory Group LLC5,680$201.3K0.09%
Verdence Capital Advisors LLC5,664$200.7K0.01%
Community Financial Services Group, LLC5,020$181.2K0.03%
Root Financial Partners, LLC3,995$141.6K0.01%
Keating Financial Advisory Services, Inc.3,747$132.8K0.02%
Dogwood Wealth Management LLC3,602$127.7K0.06%
Quent Capital, LLC2,000$70.9K0.01%
Main Street Group, LTD1,530$54.2K0.02%
Bulwark Capital Corp1,443$51.1K0.03%
Oakworth Capital, Inc.1,338$47.4K0.00%
Wall Street Access Asset Management, LLC1,837$46.6K0.01%
Gen-Wealth Partners Inc1,037$36.8K0.01%
Motco978$34.7K0.00%
Mather Group, LLC.897$31.8K0.00%
Opal Wealth Advisors, LLC672$23.8K0.01%
Atlantic Union Bankshares Corp515$18.3K0.00%
Reyes Financial Architecture, Inc.307$10.9K0.01%
Contravisory Investment Management, Inc.264$9.36K0.00%
American Capital Advisory, LLC74$2.62K0.00%
Aviso Financial Inc.65$2.31K0.00%
Simplex Trading, LLC39$1.38K0.00%
Activest Wealth Management2$580.00%

Sold out (42)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PHYS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Polar Asset Management Partners Inc.6,058,832$200.1M
Pekin Hardy Strauss, Inc.4,318,119$142.6M
Cohen & Steers, Inc.522,155$17.2M
Tiaa Trust, National Association374,029$12.4M
Quilter Plc236,134$7.80M
Pictet Asset Management Holding SA129,406$4.27M
True North Advisors, LLC30,659$1.01M
McAlvany Wealth Management LLC17,055$781.1K
Asset Allocation Strategies LLC17,875$590.2K
IFG Advisory, LLC16,072$530.7K
Axxcess Wealth Management, LLC14,835$489.9K
Principal Securities, Inc.12,600$416.1K
WS Portfolio Advisory, LLC10,521$347.4K
Sovran Advisors, LLC9,586$337.2K
Innovative Advisory Group, LLC10,149$335.1K
Citadel Advisors LLC10,000$330.2K
Tiemann Investment Advisors, LLC10,000$330.2K
ARS Wealth Advisors Group, LLC9,561$315.7K
Rockwood Wealth Management, LLC8,958$295.8K
Cushing Capital Partners, LLC8,712$287.7K
TownSquare Capital, LLC8,654$285.8K
Tranquilli Financial Advisor LLC8,000$264.2K
Advyzon Investment Management, LLC7,112$234.8K
Madrona Financial Services, LLC6,890$227.5K
Avantax Planning Partners, Inc.6,658$219.8K
J. Derek Lewis & Associates Inc.6,500$214.6K
O'Rourke & Company, Inc6,417$211.9K
Thoroughbred Financial Services, LLC6,420$211.0K
Alexander Labrunerie & Co., Inc.6,232$205.8K
Triton Wealth Management, PLLC5,519$203.2K
Colonial Trust Co3,624$119.7K
Flagship Harbor Advisors, LLC2,186$72.2K
Jones Financial Companies LLLP2,172$71.7K
Concord Wealth Partners1,600$52.8K
Kohmann Bosshard Financial Services, LLC1,000$33.0K
SageView Advisory Group, LLC900$29.7K
Garton & Associates Financial Advisors LLC453$15.0K
Laurel Wealth Advisors LLC441$14.6K
Luminist Capital LLC400$13.2K
Lodestone Wealth Management LLC203$6.70K
Hazlett, Burt & Watson, Inc.84$3.00K
Strive Financial Group ,LLC9$297

Not filed for Q1 2026 yet (6)

Institutions that held Sprott Physical Gold Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHYS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
ORG Partners LLC130,776$4.32M
CIBC Private Wealth Group, LLC111,509$3.68M
Hedges Asset Management LLC65,000$2.15M
Pure Portfolios Holdings LLC11,989$395.9K
David Loasby11,035$386.3K
Global Retirement Partners, LLC1,103$36.4K