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 2026
Institutional positions in Sprott Physical Gold Trust as of Mar 31, 2026. 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
- 683
- +47 vs. Q4 2025
- Shares held
- 136.6M
- −3.68M (−2.6%) vs. Q4 2025
- Total value
- $4.84B
- +$190.8M (+4.1%) vs. Q4 2025
- New holders
- 89
- 201 more added
- Sold out
- 42
- 213 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 655 | $4.40B |
| Q1 2026 | 683 | $4.84B |
| Q4 2025 | 642 | $4.66B |
| Q3 2025 | 584 | $3.98B |
| Q2 2025 | 559 | $3.57B |
| Q1 2025 | 541 | $3.02B |
| Q4 2024 | 495 | $2.48B |
| Q3 2024 | 467 | $2.52B |
| Q2 2024 | 434 | $2.12B |
| Q1 2024 | 411 | $2.04B |
| Q4 2023 | 404 | $1.85B |
| Q3 2023 | 391 | $1.75B |
| Q2 2023 | 384 | $1.66B |
| Q1 2023 | 390 | $1.80B |
| Q4 2022 | 386 | $1.58B |
| Q3 2022 | 365 | $1.42B |
| Q2 2022 | 381 | $1.58B |
| Q1 2022 | 378 | $1.70B |
| Q4 2021 | 355 | $1.45B |
| Q3 2021 | 328 | $1.37B |
| Q2 2021 | 320 | $1.30B |
| Q1 2021 | 312 | $1.22B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 2 | $58 | 0.00% | +2 | New |
| Optiver Holding B.V. | 2 | $71 | 0.00% | −322−99.4% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $178 | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 50 | $999 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 39 | $1.38K | 0.00% | +39 | New |
| Tower Research Capital LLC (TRC) | 44 | $1.56K | 0.00% | −259−85.5% | Reduced |
| Paladin Advisory Group, LLC | 45 | $1.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 65 | $2.31K | 0.00% | +65 | New |
| Strengthening Families & Communities, LLC | 70 | $2.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 74 | $2.62K | 0.00% | +74 | New |
| Bullseye Investment Management, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 116 | $4.11K | 0.00% | −143−55.2% | Reduced |
| DecisionPoint Financial, LLC | 150 | $5.32K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 192 | $6.80K | 0.00% | −422−68.7% | Reduced |
| BFSG, LLC | 250 | $8.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 250 | $8.86K | 0.01% | +50+25.0% | Added |
| Birchbrook, Inc. | 252 | $8.93K | 0.00% | −32−11.3% | Reduced |
| Contravisory Investment Management, Inc. | 264 | $9.36K | 0.00% | +264 | New |
| UMA Financial Services, Inc. | 287 | $10.2K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 307 | $10.9K | 0.01% | +307 | New |
| O'Shaughnessy Asset Management, LLC | 351 | $12.4K | 0.00% | +109+45.0% | Added |
| SHP Wealth Management | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 475 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 485 | $17.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 482 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 515 | $18.3K | 0.00% | +515 | New |
| Roxbury Financial LLC | 544 | $19.3K | 0.02% | +69+14.5% | Added |
| Evolution Wealth Management Inc. | 572 | $20.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 587 | $20.8K | 0.00% | +300+104.5% | Added |
| Costello Asset Management, INC | 600 | $21.3K | 0.01% | +100+20.0% | Added |
| Opal Wealth Advisors, LLC | 672 | $23.8K | 0.01% | +672 | New |
| Strategic Wealth Partners, Ltd. | 692 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 736 | $26.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 750 | $26.6K | 0.00% | −750−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 768 | $27.2K | 0.00% | −14,503−95.0% | Reduced |
| Bank of New Hampshire | 800 | $28.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 850 | $30.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 883 | $31.3K | 0.00% | −177−16.7% | Reduced |
| Mather Group, LLC. | 897 | $31.8K | 0.00% | +897 | New |
| Toth Financial Advisory Corp | 903 | $32.0K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 951 | $33.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,337 | $33.9K | 0.01% | −1,689−55.8% | Reduced |
| Motco | 978 | $34.7K | 0.00% | +978 | New |
| Manchester Capital Management LLC | 1,000 | $35.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $35.4K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,008 | $36.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,037 | $36.8K | 0.01% | +1,037 | New |
| Tradewinds Capital Management, LLC | 1,088 | $38.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,099 | $38.9K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,151 | $40.8K | 0.00% | +1,101+2,202.0% | Added |
| Highline Wealth Partners LLC | 1,162 | $41.2K | 0.01% | +812+232.0% | Added |
| MTM Investment Management, LLC | 1,200 | $42.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,273 | $45.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,300 | $46.1K | 0.01% | +200+18.2% | Added |
| Wall Street Access Asset Management, LLC | 1,837 | $46.6K | 0.01% | +1,837 | New |
| Oakworth Capital, Inc. | 1,338 | $47.4K | 0.00% | +1,338 | New |
| Missouri Trust & Investment Co | 1,350 | $47.8K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,365 | $48.4K | 0.00% | +190+16.2% | Added |
| Assetmark, Inc | 1,389 | $49.2K | 0.00% | −363−20.7% | Reduced |
| Eastern Bank | 1,434 | $50.8K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 1,443 | $51.1K | 0.03% | +1,443 | New |
| Intelligent Financial Strategies | 1,518 | $53.8K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,530 | $54.2K | 0.02% | +1,530 | New |
| Chilton Capital Management LLC | 1,701 | $60.3K | 0.00% | +1,501+750.5% | Added |
| Strategic Advocates LLC | 1,732 | $61.4K | 0.27% | 00.0% | Unchanged |
| US Bancorp | 1,800 | $63.8K | 0.00% | +315+21.2% | Added |
| McGuire Capital Advisors Inc | 1,950 | $69.1K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,000 | $70.9K | 0.01% | +2,000 | New |
| Caldwell Sutter Capital, Inc. | 2,075 | $73.5K | 0.03% | +400+23.9% | Added |
| DiNuzzo Private Wealth, Inc. | 2,135 | $75.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,177 | $77.2K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,198 | $77.9K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,225 | $78.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,271 | $80.5K | 0.04% | +109+5.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,400 | $85.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,570 | $91.1K | 0.00% | −1,003−28.1% | Reduced |
| Atlas Capital Advisors LLC | 2,700 | $95.7K | 0.01% | −4,500−62.5% | Reduced |
| First Command Advisory Services, Inc. | 2,812 | $99.7K | 0.00% | −984−25.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,897 | $102.7K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,059 | $108.3K | 0.01% | −191−5.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,200 | $113.4K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 3,250 | $115.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,254 | $115.3K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 3,300 | $116.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,500 | $124.0K | 0.00% | +1,000+40.0% | Added |
| Dogwood Wealth Management LLC | 3,602 | $127.7K | 0.06% | +3,602 | New |
| Keating Financial Advisory Services, Inc. | 3,747 | $132.8K | 0.02% | +3,747 | New |
| Webster Bank, N. A. | 3,785 | $134.1K | 0.01% | +3,200+547.0% | Added |
| Smartleaf Asset Management LLC | 3,937 | $134.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,906 | $138.4K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,995 | $141.6K | 0.01% | +3,995 | New |
| Pacific Center for Financial Services | 4,705 | $166.7K | 0.04% | −4,045−46.2% | Reduced |
| Medallion Wealth Advisors, LLC | 4,810 | $170.5K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $177.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,000 | $177.2K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 5,020 | $181.2K | 0.03% | +5,020 | New |
| Arlington Trust Co LLC | 5,206 | $184.5K | 0.02% | 00.0% | Unchanged |