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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 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.

Institutional holdersQ1 2026: 683 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 2026: $4.84B
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 2026

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q4 2025.

Institutions holding PHYS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Nalls Sherbakoff Group, LLC5,226$185.2K0.14%00.0%Unchanged
Evergreen Private Wealth LLC5,400$191.4K0.08%00.0%Unchanged
Red Tortoise LLC5,600$198.5K0.08%00.0%Unchanged
Verdence Capital Advisors LLC5,664$200.7K0.01%+5,664New
Investmark Advisory Group LLC5,680$201.3K0.09%+5,680New
Marks Group Wealth Management, Inc5,710$202.4K0.02%+5,710New
Integrated Advisors Network LLC5,715$202.5K0.01%+5,715New
Delta Investment Management, LLC5,796$205.4K0.04%+5,796New
1832 Asset Management L.P.5,840$207.0K0.00%+5,840New
PFG Advisors5,845$207.1K0.01%+5,845New
Capital Advisors Inc5,861$207.7K0.00%+5,861New
NDWM LLC5,871$208.1K0.13%+5,871New
Stonehage Fleming Financial Services Holdings Ltd5,908$209.4K0.01%−6,574−52.7%Reduced
Modern Wealth Management, LLC5,850$211.2K0.00%+5,850New
Smith, Moore & Co.5,960$211.2K0.02%−200−3.2%Reduced
Argyle Capital Partners, LLC6,000$212.6K0.15%+6,000New
RHS Financial, LLC6,010$213.0K0.10%−250−4.0%Reduced
Baker Boyer National Bank6,015$213.2K0.06%+6,015New
Central Bank & Trust Co6,040$214.1K0.03%+6,040New
Alternative Investment Advisors, LLC.6,065$214.9K0.10%00.0%Unchanged
Ofc Financial Planning, LLC6,084$215.6K0.21%00.0%Unchanged
Pure Financial Advisors, Inc.6,089$215.8K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.6,095$216.0K0.21%+6,095New
Midwest Trust Co6,110$216.5K0.00%00.0%Unchanged
TCFG Wealth Management, LLC6,125$217.1K0.08%00.0%Unchanged
TCFG Investment Advisors, LLC6,125$217.1K0.08%+6,125New
Waldron Private Wealth LLC6,300$223.3K0.01%+6,300New
Pinnacle Associates Ltd6,335$224.5K0.00%00.0%Unchanged
Howard Financial Services, Ltd.6,369$225.7K0.03%00.0%Unchanged
Sun Group Wealth Partners6,412$227.2K0.18%+6,412New
GWN Securities Inc.6,455$228.8K0.04%+6,455New
Bryn Mawr Trust Co6,500$230.4K0.01%00.0%Unchanged
Ironwood Investment Counsel, LLC6,520$231.1K0.03%00.0%Unchanged
Thrivent Financial for Lutherans6,536$232.0K0.00%00.0%Unchanged
Trust Point Inc.6,563$232.6K0.02%−550−7.7%Reduced
Principia Wealth Advisory, LLC6,570$232.8K0.13%−820−11.1%Reduced
Hemenway Trust Co LLC6,570$232.8K0.02%+6,570New
Summit Financial Strategies, Inc.6,602$234.0K0.02%+330+5.3%Added
Advisors Capital Management, LLC6,635$235.1K0.00%00.0%Unchanged
PKS Advisory Services, LLC6,700$237.4K0.06%+6,700New
DV Trading LLC6,800$241.0K0.02%+800+13.3%Added
Meredith Wealth Planning6,890$244.2K0.07%+6,890New
Portus Wealth Advisors, LLC6,921$245.3K0.23%+6,921New
Joseph P. Lucia & Associates, LLC6,955$246.5K0.09%00.0%Unchanged
Caldwell Trust Co6,970$247.0K0.02%00.0%Unchanged
Professional Advisory Services Inc7,000$248.0K0.03%+7,000New
Vontobel Holding Ltd.7,000$248.1K0.00%−3,876−35.6%Reduced
Keating Investment Counselors Inc7,010$248.4K0.06%00.0%Unchanged
Redhawk Wealth Advisors, Inc.7,019$248.8K0.03%+340+5.1%Added
NFP Retirement, Inc.7,034$249.3K0.01%+464+7.1%Added
Outlook Wealth Advisors, LLC7,110$252.0K0.06%00.0%Unchanged
Centaurus Financial, Inc.7,110$252.0K0.01%+226+3.3%Added
Total Investment Management Inc7,191$254.8K0.03%00.0%Unchanged
Coastwise Capital Group, LLC7,200$255.2K0.14%00.0%Unchanged
Fiduciary Alliance LLC7,031$255.4K0.02%−164−2.3%Reduced
Bessemer Group Inc7,263$257.0K0.00%+677+10.3%Added
IKE Capital, LLC7,300$258.7K0.15%00.0%Unchanged
Manchester Financial Inc7,360$260.8K0.05%00.0%Unchanged
AlphaCore Capital LLC7,442$263.8K0.01%−120,295−94.2%Reduced
BKD Wealth Advisors, LLC7,492$265.5K0.01%−1,237−14.2%Reduced
Towneley Capital Management, Inc7,510$266.2K0.06%00.0%Unchanged
Box Hill Private Wealth LLC7,750$274.7K0.27%+7,750New
Sigma Planning Corp7,795$276.3K0.01%−665−7.9%Reduced
Cannon Advisors, Inc.7,817$277.0K0.21%−60−0.8%Reduced
Moseley Investment Management Inc7,900$280.0K0.09%00.0%Unchanged
Stansberry Asset Management, LLC8,000$283.5K0.03%−6,000−42.9%Reduced
Summit Financial Wealth Advisors, LLC8,000$283.5K0.04%00.0%Unchanged
Robinson Smith Wealth Advisors LLC8,000$283.5K0.19%00.0%Unchanged
Uniting Wealth Partners, LLC8,000$283.5K0.06%00.0%Unchanged
Anchyra Partners LLC8,000$283.5K0.09%+8,000New
HB Wealth Management, LLC8,042$285.0K0.00%+124+1.6%Added
Woodmont Investment Counsel LLC8,050$285.3K0.02%+366+4.8%Added
Parallel Advisors, LLC8,053$285.4K0.01%+1,235+18.1%Added
BLB&B Advisors, LLC8,080$286.4K0.01%+8,080New
Hamrick Investment Counsel, llc8,100$287.1K0.16%−960−10.6%Reduced
Forum Financial Management, LP8,169$289.5K0.00%00.0%Unchanged
Ledyard National Bank8,187$290.1K0.03%00.0%Unchanged
Sound Income Strategies, LLC8,089$292.0K0.01%−847−9.5%Reduced
Live Oak Private Wealth LLC8,295$294.0K0.04%−2,955−26.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,366$296.5K0.01%+385+4.8%Added
Adviser Investments LLC8,500$301.2K0.00%00.0%Unchanged
Quotient Wealth Partners, LLC8,595$304.6K0.01%+8,595New
Asset Advisors Investment Management, LLC8,600$304.8K0.03%00.0%Unchanged
Prime Capital Investment Advisors, LLC8,627$305.7K0.00%−1,783−17.1%Reduced
Spectrum Planning & Advisory Services Inc.8,650$306.6K0.15%+8,650New
Allen Capital Group, LLC8,658$306.8K0.03%−4,758−35.5%Reduced
Kovack Advisors, Inc.8,554$307.2K0.02%−21,000−71.1%Reduced
Pecaut & Co.8,700$308.3K0.10%00.0%Unchanged
Accurate Wealth Management, LLC8,595$310.2K0.04%−50−0.6%Reduced
Zacks Investment Management8,756$310.3K0.00%−569−6.1%Reduced
Western Wealth Management, LLC8,770$310.8K0.01%−1,560−15.1%Reduced
Strait & Sound Wealth Management LLC8,786$311.4K0.12%00.0%Unchanged
Buckingham Strategic Partners8,893$315.2K0.00%+8,893New
Harbor Investment Advisory, LLC8,940$316.8K0.02%+2,850+46.8%Added
CoreCap Advisors, LLC8,982$318.3K0.01%−1,367−13.2%Reduced
Parvin Asset Management, LLC9,045$320.6K0.24%−30.0%Reduced
DGS Capital Management, LLC9,083$321.9K0.05%+9,083New
Clear Harbor Asset Management, LLC9,119$323.2K0.02%+836+10.1%Added
Pacific Wealth Management9,225$326.9K0.18%+1,660+21.9%Added
Plan Group Financial, LLC9,300$329.6K0.08%+2,000+27.4%Added