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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 9,466 | $335.5K | 0.00% | +9,466 | New |
| Wealth Dimensions Group, Ltd. | 9,500 | $336.7K | 0.07% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 9,555 | $338.6K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 9,694 | $343.5K | 0.03% | −17−0.2% | Reduced |
| McAdam, LLC | 9,697 | $343.7K | 0.02% | −45,326−82.4% | Reduced |
| J.E. Simmons & Co., P.C. | 9,700 | $343.8K | 0.23% | +200+2.1% | Added |
| Smithfield Trust Co | 9,800 | $347.0K | 0.02% | +1,453+17.4% | Added |
| Stonebridge Capital Advisors LLC | 9,850 | $349.1K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,800 | $353.8K | 0.02% | +111+1.1% | Added |
| Glenmede Trust Co NA | 10,000 | $354.4K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,000 | $354.4K | 0.15% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 10,000 | $354.4K | 0.30% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10,000 | $354.4K | 0.26% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 10,000 | $354.4K | 0.13% | +10,000 | New |
| Mutual Advisors, LLC | 10,116 | $358.5K | 0.01% | −1,981−16.4% | Reduced |
| Savant Capital, LLC | 10,158 | $360.0K | 0.00% | +2,636+35.0% | Added |
| Secure Asset Management, LLC | 10,167 | $360.3K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,169 | $360.4K | 0.08% | −2,693−20.9% | Reduced |
| Investment Partners Asset Management, Inc. | 10,169 | $360.4K | 0.22% | +150+1.5% | Added |
| Carnegie Lake Advisors LLC | 10,200 | $361.5K | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,380 | $367.9K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,485 | $371.6K | 0.09% | +1,297+14.1% | Added |
| Oak Family Advisors, LLC | 10,549 | $373.9K | 0.12% | +111+1.1% | Added |
| National Asset Management, Inc. | 10,958 | $374.1K | 0.02% | +792+7.8% | Added |
| Almanack Investment Partners, LLC. | 10,594 | $375.5K | 0.06% | −142−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,670 | $378.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,776 | $381.9K | 0.00% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 10,800 | $382.8K | 0.24% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 10,819 | $383.0K | 0.09% | +10,819 | New |
| Willis Johnson & Associates, Inc. | 10,816 | $383.3K | 0.02% | +600+5.9% | Added |
| Capital City Trust Co | 10,900 | $386.3K | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 10,904 | $386.4K | 0.01% | −1,250−10.3% | Reduced |
| Capital Asset Advisory Services LLC | 10,621 | $387.9K | 0.01% | +10,621 | New |
| Hoey Investments, Inc | 11,000 | $389.8K | 0.06% | −3,000−21.4% | Reduced |
| Snowden Capital Advisors LLC | 11,035 | $391.1K | 0.01% | −5,965−35.1% | Reduced |
| Fairway Wealth LLC | 11,111 | $393.8K | 0.10% | 00.0% | Unchanged |
| Apriem Advisors | 11,137 | $394.7K | 0.04% | +24+0.2% | Added |
| Moneta Group Investment Advisors LLC | 11,167 | $395.8K | 0.00% | −7,957−41.6% | Reduced |
| Menlo Advisors LLC | 12,000 | $396.0K | 0.18% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,035 | $398.4K | 0.01% | +11,035 | New |
| Beacon Financial Advisory LLC | 11,327 | $401.4K | 0.09% | −37−0.3% | Reduced |
| Forza Wealth Management, LLC | 11,613 | $411.6K | 0.14% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 11,928 | $422.7K | 0.28% | +5,183+76.8% | Added |
| Clarity Financial LLC | 12,071 | $427.8K | 0.05% | +548+4.8% | Added |
| CWA Asset Management Group, LLC | 12,087 | $428.4K | 0.01% | +1,000+9.0% | Added |
| WCG Wealth Advisors LLC | 12,100 | $428.8K | 0.01% | +870+7.7% | Added |
| Brinker Capital Investments, LLC | 12,201 | $432.4K | 0.00% | −17,757−59.3% | Reduced |
| Oliver Luxxe Assets LLC | 12,495 | $442.8K | 0.07% | +459+3.8% | Added |
| Bleichroeder LP | 12,540 | $444.4K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,898 | $457.1K | 0.03% | +2,949+29.6% | Added |
| Princeton Global Asset Management LLC | 12,900 | $457.2K | 0.07% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 13,000 | $460.7K | 0.07% | 00.0% | Unchanged |
| Tower Bridge Advisors | 13,101 | $464.3K | 0.04% | +3,101+31.0% | Added |
| 55 North Private Wealth, LLC | 13,223 | $468.6K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,289 | $471.0K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,374 | $474.0K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 13,595 | $481.0K | 0.15% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13,584 | $481.6K | 0.01% | +13,584 | New |
| Soltis Investment Advisors LLC | 13,699 | $485.5K | 0.03% | −89−0.6% | Reduced |
| Koshinski Asset Management, Inc. | 13,764 | $487.8K | 0.03% | +180+1.3% | Added |
| Compass Capital Corp | 13,721 | $488.6K | 0.17% | −1,103−7.4% | Reduced |
| Heritage Trust Co | 13,847 | $490.7K | 0.05% | 00.0% | Unchanged |
| Sapient Capital LLC | 13,889 | $492.2K | 0.01% | 00.0% | Unchanged |
| Burton Enright Welch | 14,071 | $498.7K | 0.07% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 14,283 | $506.2K | 0.00% | −649−4.3% | Reduced |
| apricus wealth, LLC | 14,500 | $513.9K | 0.25% | −2,000−12.1% | Reduced |
| Vawter Financial, Ltd. | 14,500 | $513.9K | 0.22% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,522 | $514.7K | 0.04% | +3,000+26.0% | Added |
| Natixis Advisors, L.P. | 14,592 | $517.0K | 0.00% | −631−4.1% | Reduced |
| Crusonia Wealth Advisors LLC | 14,799 | $524.5K | 0.11% | +14,799 | New |
| Baker Ellis Asset Management LLC | 15,000 | $531.6K | 0.06% | −2,000−11.8% | Reduced |
| Signaturefd, LLC | 15,000 | $531.6K | 0.01% | 00.0% | Unchanged |
| Family Capital Trust Co | 15,030 | $532.5K | 0.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,292 | $542.0K | 0.00% | +15,292 | New |
| Cannon Financial Strategists, Inc. | 15,327 | $543.2K | 0.07% | +910+6.3% | Added |
| Darwin Advisors, LLC | 15,359 | $544.3K | 0.17% | +524+3.5% | Added |
| Rockport Wealth LLC | 15,415 | $546.3K | 0.10% | +1,400+10.0% | Added |
| HBK Sorce Advisory LLC | 15,288 | $547.3K | 0.01% | −6,963−31.3% | Reduced |
| TFR Capital, LLC. | 15,640 | $554.3K | 0.17% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 15,714 | $556.9K | 0.06% | +233+1.5% | Added |
| Nadler Financial Group, Inc. | 15,745 | $558.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 15,191 | $559.2K | 0.07% | +15,191 | New |
| OneAscent Financial Services LLC | 16,174 | $573.2K | 0.03% | +449+2.9% | Added |
| Invariant Investment Management | 15,875 | $573.7K | 0.35% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 16,262 | $576.3K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,270 | $576.6K | 0.01% | −321−1.9% | Reduced |
| Spire Wealth Management | 16,493 | $584.5K | 0.02% | +13,106+387.0% | Added |
| Wealthspire Advisors, LLC | 16,726 | $592.8K | 0.00% | +16,726 | New |
| Tradition Wealth Management, LLC | 16,729 | $592.9K | 0.04% | +24+0.1% | Added |
| SpringVest Wealth Management LLC | 16,789 | $595.0K | 0.41% | −100−0.6% | Reduced |
| Veracity Capital LLC | 16,883 | $598.3K | 0.21% | +596+3.7% | Added |
| Apollon Financial, LLC | 16,963 | $601.2K | 0.08% | +4,481+35.9% | Added |
| Perigon Wealth Management, LLC | 17,103 | $606.1K | 0.01% | −450−2.6% | Reduced |
| Arcadia Wealth Management, LLC | 17,154 | $607.9K | 0.22% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,143 | $619.5K | 0.03% | +4,999+41.2% | Added |
| Armstrong Advisory Group, Inc | 17,591 | $623.4K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 17,792 | $630.5K | 0.07% | −60,617−77.3% | Reduced |
| Beacon Financial Group | 18,040 | $639.3K | 0.06% | −77−0.4% | Reduced |
| Sankala Group LLC | 18,740 | $641.2K | 0.52% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,170 | $643.9K | 0.03% | 00.0% | Unchanged |