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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 18,433 | $653.3K | 0.05% | +2,450+15.3% | Added |
| Rice Partnership, LLC | 18,548 | $657.3K | 0.09% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 18,615 | $659.7K | 0.09% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 18,625 | $660.1K | 0.03% | −2,122−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,646 | $660.8K | 0.00% | +270+1.5% | Added |
| Fifth Third Bancorp | 18,710 | $663.1K | 0.00% | −150−0.8% | Reduced |
| Kiker Wealth Management, LLC | 18,761 | $664.9K | 0.32% | +18,761 | New |
| Independent Financial Group, LLC | 18,775 | $665.4K | 0.01% | −834−4.3% | Reduced |
| Evoke Wealth, LLC | 19,000 | $673.4K | 0.01% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 19,000 | $673.4K | 0.23% | +19,000 | New |
| Resources Investment Advisors, LLC. | 19,095 | $676.7K | 0.01% | −207−1.1% | Reduced |
| Simplicity Wealth,LLC | 19,525 | $692.0K | 0.04% | +1,626+9.1% | Added |
| Welch & Forbes LLC | 19,550 | $692.9K | 0.01% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 20,000 | $708.8K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 20,588 | $729.6K | 0.03% | +4,656+29.2% | Added |
| Ashton Thomas Private Wealth, LLC | 20,631 | $731.2K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 20,659 | $732.2K | 0.19% | +20,659 | New |
| Arkadios Wealth Advisors | 20,774 | $736.2K | 0.01% | +20,774 | New |
| Littlejohn Financial Services, Inc. | 21,060 | $746.4K | 0.56% | 00.0% | Unchanged |
| Private Client Services, LLC | 21,471 | $760.9K | 0.23% | −1,720−7.4% | Reduced |
| One Capital Management, LLC | 21,500 | $762.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 21,525 | $762.9K | 0.05% | +291+1.4% | Added |
| Harmony Asset Management LLC | 21,619 | $766.2K | 0.23% | −4,547−17.4% | Reduced |
| We Are One Seven, LLC | 21,759 | $771.1K | 0.02% | 00.0% | Unchanged |
| Spectrum Advisors, Inc. | 21,950 | $777.9K | 0.61% | +21,950 | New |
| Peak Financial Management, Inc. | 22,000 | $779.7K | 0.20% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 22,020 | $780.4K | 0.35% | +4,790+27.8% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 22,132 | $784.4K | 0.35% | −4,530−17.0% | Reduced |
| Tocqueville Asset Management L.P. | 22,211 | $787.2K | 0.01% | −1,242−5.3% | Reduced |
| HRT Financial LP | 22,426 | $794.0K | 0.00% | +12,413+124.0% | Added |
| S.A. Mason LLC | 22,582 | $800.3K | 0.30% | +520+2.4% | Added |
| Equitable Holdings, Inc. | 24,102 | $803.0K | 0.01% | −9,708−28.7% | Reduced |
| BSW Wealth Partners | 23,327 | $826.7K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 23,469 | $831.7K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 23,497 | $832.7K | 0.01% | +23,497 | New |
| Lumbard & Kellner, LLC | 23,860 | $845.6K | 0.29% | +29+0.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,869 | $845.9K | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 23,901 | $847.1K | 0.01% | +83+0.3% | Added |
| Nvest Financial, LLC | 24,240 | $859.1K | 0.32% | +523+2.2% | Added |
| RIA Advisory Group LLC | 24,489 | $867.9K | 0.21% | +1,922+8.5% | Added |
| Brown Advisory Inc | 24,563 | $870.5K | 0.00% | +12,518+103.9% | Added |
| Community Bank, N.A. | 24,654 | $873.5K | 0.10% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 24,715 | $875.9K | 0.19% | +24,715 | New |
| Fortitude Advisory Group L.L.C. | 25,156 | $891.5K | 0.40% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 25,202 | $893.2K | 0.02% | +658+2.7% | Added |
| Journey Strategic Wealth LLC | 25,411 | $900.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $916.5K | 0.01% | – | – |
| Sound View Wealth Advisors Group, LLC | 25,975 | $920.6K | 0.06% | 00.0% | Unchanged |
| Straight Path Wealth Management | 26,144 | $926.5K | 0.25% | −2,000−7.1% | Reduced |
| Ameriprise Financial Inc | 26,196 | $929.6K | 0.00% | −36,838−58.4% | Reduced |
| Bank of New York Mellon Corp | 26,283 | $931.5K | 0.00% | −977−3.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,321 | $932.8K | 0.02% | −900−3.3% | Reduced |
| Enclave Advisors LLC | 26,518 | $939.8K | 0.13% | −65,009−71.0% | Reduced |
| Cedrus Wealth Group LLC | 26,524 | $940.0K | 1.05% | −97,942−78.7% | Reduced |
| Millennium Capital Advisors, LLC | 26,988 | $956.5K | 0.59% | 00.0% | Unchanged |
| BCS Wealth Management | 27,833 | $986.4K | 0.20% | −27,905−50.1% | Reduced |
| Foundations Investment Advisors, LLC | 28,123 | $996.7K | 0.01% | −4,090−12.7% | Reduced |
| 180 Wealth Advisors, LLC | 28,361 | $1.01M | 0.11% | +12,006+73.4% | Added |
| Ingalls & Snyder LLC | 28,394 | $1.01M | 0.04% | −2,720−8.7% | Reduced |
| Sequoia Financial Advisors, LLC | 28,546 | $1.01M | 0.01% | +1,048+3.8% | Added |
| J2 Capital Management Inc | 28,604 | $1.01M | 0.70% | −1,365−4.6% | Reduced |
| Fisher Asset Management, LLC | 28,662 | $1.02M | 0.00% | −1,392−4.6% | Reduced |
| First Manhattan Co | 29,000 | $1.03M | 0.00% | −36,599−55.8% | Reduced |
| Miracle Mile Advisors, LLC | 30,069 | $1.07M | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 30,115 | $1.07M | 0.49% | −425−1.4% | Reduced |
| Magnus Financial Group LLC | 30,261 | $1.07M | 0.09% | +30,261 | New |
| FLP Wealth Management, LLC | 30,368 | $1.08M | 2.22% | −29,106−48.9% | Reduced |
| MKT Advisors LLC | 30,710 | $1.09M | 0.37% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 31,000 | $1.10M | 0.21% | 00.0% | Unchanged |
| Allworth Financial LP | 31,287 | $1.11M | 0.00% | −1,282−3.9% | Reduced |
| IPG Investment Advisors LLC | 31,341 | $1.11M | 0.19% | −6,796−17.8% | Reduced |
| Merit Financial Group, LLC | 31,391 | $1.11M | 0.01% | +498+1.6% | Added |
| Sowell Financial Services LLC | 31,477 | $1.12M | 0.04% | −178,825−85.0% | Reduced |
| Discipline Wealth Solutions, LLC | 31,501 | $1.12M | 0.12% | +31,501 | New |
| AdvisorNet Financial, Inc | 31,579 | $1.12M | 0.06% | +3,289+11.6% | Added |
| Avidian Wealth Solutions, LLC | 31,889 | $1.13M | 0.04% | −53,203−62.5% | Reduced |
| IFP Advisors, Inc | 32,036 | $1.14M | 0.02% | +628+2.0% | Added |
| Pettinga Financial Advisors, LLC | 32,282 | $1.14M | 0.22% | −1,475−4.4% | Reduced |
| Wedbush Securities Inc | 32,528 | $1.15M | 0.03% | +7,975+32.5% | Added |
| Galvin, Gaustad & Stein, LLC | 32,683 | $1.16M | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 33,111 | $1.17M | 0.01% | +15,622+89.3% | Added |
| Farringdon Capital, Ltd. | 33,322 | $1.18M | 0.26% | +33,322 | New |
| Millennium Management LLC | 34,545 | $1.22M | 0.00% | +34,545 | New |
| EP Wealth Advisors, LLC | 34,735 | $1.23M | 0.01% | +2,577+8.0% | Added |
| Pathstone Holdings, LLC | 34,743 | $1.23M | 0.00% | +145+0.4% | Added |
| Bradley Foster & Sargent Inc | 35,122 | $1.24M | 0.02% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 35,749 | $1.27M | 1.36% | +25,454+247.2% | Added |
| Oxbow Advisors, LLC | 35,818 | $1.27M | 0.11% | −4,457−11.1% | Reduced |
| Howe & Rusling Inc | 36,045 | $1.28M | 0.08% | +9,824+37.5% | Added |
| Arnhold LLC | 36,486 | $1.29M | 0.09% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 36,786 | $1.30M | 0.38% | +775+2.2% | Added |
| Euro Pacific Asset Management, LLC | 46,436 | $1.31M | 0.13% | −1,744−3.6% | Reduced |
| Andina Capital Management, LLC | 36,990 | $1.31M | 1.16% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 36,993 | $1.31M | 0.00% | −546,136−93.7% | Reduced |
| Columbia Advisory Partners LLC | 37,108 | $1.32M | 0.84% | +2,131+6.1% | Added |
| Kavar Capital Partners Group, LLC | 37,600 | $1.33M | 0.17% | 00.0% | Unchanged |
| Lido Advisors, LLC | 37,672 | $1.34M | 0.01% | −1,595−4.1% | Reduced |
| Canal Capital Management, LLC | 37,777 | $1.34M | 0.18% | +37,777 | New |
| Wedmont Private Capital | 37,846 | $1.35M | 0.04% | −9,967−20.8% | Reduced |
| BEAM Asset Management, LLC | 38,272 | $1.36M | 0.34% | +750+2.0% | Added |