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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
OneAscent Financial Services LLC16,174$573.2K0.03%+449+2.9%Added
Financial Enhancement Group LLC15,191$559.2K0.07%+15,191New
Nadler Financial Group, Inc.15,745$558.0K0.05%00.0%Unchanged
Synergy Financial Management, LLC15,714$556.9K0.06%+233+1.5%Added
TFR Capital, LLC.15,640$554.3K0.17%00.0%Unchanged
HBK Sorce Advisory LLC15,288$547.3K0.01%−6,963−31.3%Reduced
Rockport Wealth LLC15,415$546.3K0.10%+1,400+10.0%Added
Darwin Advisors, LLC15,359$544.3K0.17%+524+3.5%Added
Cannon Financial Strategists, Inc.15,327$543.2K0.07%+910+6.3%Added
Ieq Capital, LLC15,292$542.0K0.00%+15,292New
Family Capital Trust Co15,030$532.5K0.19%00.0%Unchanged
Baker Ellis Asset Management LLC15,000$531.6K0.06%−2,000−11.8%Reduced
Signaturefd, LLC15,000$531.6K0.01%00.0%Unchanged
Crusonia Wealth Advisors LLC14,799$524.5K0.11%+14,799New
Natixis Advisors, L.P.14,592$517.0K0.00%−631−4.1%Reduced
Prelude Capital Management, LLC14,522$514.7K0.04%+3,000+26.0%Added
apricus wealth, LLC14,500$513.9K0.25%−2,000−12.1%Reduced
Vawter Financial, Ltd.14,500$513.9K0.22%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich14,283$506.2K0.00%−649−4.3%Reduced
Burton Enright Welch14,071$498.7K0.07%00.0%Unchanged
Sapient Capital LLC13,889$492.2K0.01%00.0%Unchanged
Heritage Trust Co13,847$490.7K0.05%00.0%Unchanged
Compass Capital Corp13,721$488.6K0.17%−1,103−7.4%Reduced
Koshinski Asset Management, Inc.13,764$487.8K0.03%+180+1.3%Added
Soltis Investment Advisors LLC13,699$485.5K0.03%−89−0.6%Reduced
Picton Mahoney Asset Management13,584$481.6K0.01%+13,584New
Investor's Fiduciary Advisor Network, LLC13,595$481.0K0.15%00.0%Unchanged
Neuberger Berman Group LLC13,374$474.0K0.00%00.0%Unchanged
Wealth Alliance Advisory Group, LLC13,289$471.0K0.07%00.0%Unchanged
55 North Private Wealth, LLC13,223$468.6K0.12%00.0%Unchanged
Tower Bridge Advisors13,101$464.3K0.04%+3,101+31.0%Added
Bearing Point Capital, LLC13,000$460.7K0.07%00.0%Unchanged
Princeton Global Asset Management LLC12,900$457.2K0.07%00.0%Unchanged
Sunbelt Securities, Inc.12,898$457.1K0.03%+2,949+29.6%Added
Bleichroeder LP12,540$444.4K0.08%00.0%Unchanged
Oliver Luxxe Assets LLC12,495$442.8K0.07%+459+3.8%Added
Brinker Capital Investments, LLC12,201$432.4K0.00%−17,757−59.3%Reduced
WCG Wealth Advisors LLC12,100$428.8K0.01%+870+7.7%Added
CWA Asset Management Group, LLC12,087$428.4K0.01%+1,000+9.0%Added
Clarity Financial LLC12,071$427.8K0.05%+548+4.8%Added
FSA Advisors, Inc.11,928$422.7K0.28%+5,183+76.8%Added
Forza Wealth Management, LLC11,613$411.6K0.14%00.0%Unchanged
Beacon Financial Advisory LLC11,327$401.4K0.09%−37−0.3%Reduced
Nicolet Bankshares Inc11,035$398.4K0.01%+11,035New
Menlo Advisors LLC12,000$396.0K0.18%00.0%Unchanged
Moneta Group Investment Advisors LLC11,167$395.8K0.00%−7,957−41.6%Reduced
Apriem Advisors11,137$394.7K0.04%+24+0.2%Added
Fairway Wealth LLC11,111$393.8K0.10%00.0%Unchanged
Snowden Capital Advisors LLC11,035$391.1K0.01%−5,965−35.1%Reduced
Hoey Investments, Inc11,000$389.8K0.06%−3,000−21.4%Reduced
Capital Asset Advisory Services LLC10,621$387.9K0.01%+10,621New
HM Payson & Co10,904$386.4K0.01%−1,250−10.3%Reduced
Capital City Trust Co10,900$386.3K0.09%00.0%Unchanged
Willis Johnson & Associates, Inc.10,816$383.3K0.02%+600+5.9%Added
Hunter Perkins Capital Management, LLC10,819$383.0K0.09%+10,819New
Stillwater Wealth Management Group10,800$382.8K0.24%00.0%Unchanged
Modera Wealth Management, LLC10,776$381.9K0.00%00.0%Unchanged
Douglass Winthrop Advisors, LLC10,670$378.1K0.01%00.0%Unchanged
Almanack Investment Partners, LLC.10,594$375.5K0.06%−142−1.3%Reduced
National Asset Management, Inc.10,958$374.1K0.02%+792+7.8%Added
Oak Family Advisors, LLC10,549$373.9K0.12%+111+1.1%Added
Diligent Investors, LLC10,485$371.6K0.09%+1,297+14.1%Added
Dorsey & Whitney Trust CO LLC10,380$367.9K0.02%00.0%Unchanged
Carnegie Lake Advisors LLC10,200$361.5K0.14%00.0%Unchanged
WealthBridge Capital Management, LLC10,169$360.4K0.08%−2,693−20.9%Reduced
Investment Partners Asset Management, Inc.10,169$360.4K0.22%+150+1.5%Added
Secure Asset Management, LLC10,167$360.3K0.06%00.0%Unchanged
Savant Capital, LLC10,158$360.0K0.00%+2,636+35.0%Added
Mutual Advisors, LLC10,116$358.5K0.01%−1,981−16.4%Reduced
Glenmede Trust Co NA10,000$354.4K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc10,000$354.4K0.15%00.0%Unchanged
Clientfirst Wealth Management, LLC10,000$354.4K0.30%00.0%Unchanged
Mendota Financial Group, LLC10,000$354.4K0.26%00.0%Unchanged
Resurgent Financial Advisors LLC10,000$354.4K0.13%+10,000New
International Assets Investment Management, LLC9,800$353.8K0.02%+111+1.1%Added
Stonebridge Capital Advisors LLC9,850$349.1K0.02%00.0%Unchanged
Smithfield Trust Co9,800$347.0K0.02%+1,453+17.4%Added
J.E. Simmons & Co., P.C.9,700$343.8K0.23%+200+2.1%Added
McAdam, LLC9,697$343.7K0.02%−45,326−82.4%Reduced
Inspire Advisors, LLC9,694$343.5K0.03%−17−0.2%Reduced
Integrity Alliance, LLC.9,555$338.6K0.01%00.0%Unchanged
Wealth Dimensions Group, Ltd.9,500$336.7K0.07%00.0%Unchanged
Northern Trust Corp9,466$335.5K0.00%+9,466New
Plan Group Financial, LLC9,300$329.6K0.08%+2,000+27.4%Added
Pacific Wealth Management9,225$326.9K0.18%+1,660+21.9%Added
Clear Harbor Asset Management, LLC9,119$323.2K0.02%+836+10.1%Added
DGS Capital Management, LLC9,083$321.9K0.05%+9,083New
Parvin Asset Management, LLC9,045$320.6K0.24%−30.0%Reduced
CoreCap Advisors, LLC8,982$318.3K0.01%−1,367−13.2%Reduced
Harbor Investment Advisory, LLC8,940$316.8K0.02%+2,850+46.8%Added
Buckingham Strategic Partners8,893$315.2K0.00%+8,893New
Strait & Sound Wealth Management LLC8,786$311.4K0.12%00.0%Unchanged
Western Wealth Management, LLC8,770$310.8K0.01%−1,560−15.1%Reduced
Zacks Investment Management8,756$310.3K0.00%−569−6.1%Reduced
Accurate Wealth Management, LLC8,595$310.2K0.04%−50−0.6%Reduced
Pecaut & Co.8,700$308.3K0.10%00.0%Unchanged
Kovack Advisors, Inc.8,554$307.2K0.02%−21,000−71.1%Reduced
Allen Capital Group, LLC8,658$306.8K0.03%−4,758−35.5%Reduced
Spectrum Planning & Advisory Services Inc.8,650$306.6K0.15%+8,650New
Prime Capital Investment Advisors, LLC8,627$305.7K0.00%−1,783−17.1%Reduced