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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 3,059 | $108.3K | 0.01% | −191−5.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,897 | $102.7K | 0.07% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,812 | $99.7K | 0.00% | −984−25.9% | Reduced |
| Atlas Capital Advisors LLC | 2,700 | $95.7K | 0.01% | −4,500−62.5% | Reduced |
| BlackRock, Inc. | 2,570 | $91.1K | 0.00% | −1,003−28.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,400 | $85.1K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,271 | $80.5K | 0.04% | +109+5.0% | Added |
| NBC Securities, Inc. | 2,225 | $78.9K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,198 | $77.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,177 | $77.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,135 | $75.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,075 | $73.5K | 0.03% | +400+23.9% | Added |
| Quent Capital, LLC | 2,000 | $70.9K | 0.01% | +2,000 | New |
| McGuire Capital Advisors Inc | 1,950 | $69.1K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 1,800 | $63.8K | 0.00% | +315+21.2% | Added |
| Strategic Advocates LLC | 1,732 | $61.4K | 0.27% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,701 | $60.3K | 0.00% | +1,501+750.5% | Added |
| Main Street Group, LTD | 1,530 | $54.2K | 0.02% | +1,530 | New |
| Intelligent Financial Strategies | 1,518 | $53.8K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 1,443 | $51.1K | 0.03% | +1,443 | New |
| Eastern Bank | 1,434 | $50.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,389 | $49.2K | 0.00% | −363−20.7% | Reduced |
| Cheviot Value Management, LLC | 1,365 | $48.4K | 0.00% | +190+16.2% | Added |
| Missouri Trust & Investment Co | 1,350 | $47.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,338 | $47.4K | 0.00% | +1,338 | New |
| Wall Street Access Asset Management, LLC | 1,837 | $46.6K | 0.01% | +1,837 | New |
| Financial Management Professionals, Inc. | 1,300 | $46.1K | 0.01% | +200+18.2% | Added |
| Creative Financial Designs Inc | 1,273 | $45.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,200 | $42.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,162 | $41.2K | 0.01% | +812+232.0% | Added |
| Scarborough Advisors, LLC | 1,151 | $40.8K | 0.00% | +1,101+2,202.0% | Added |
| Trust Co | 1,099 | $38.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,088 | $38.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,037 | $36.8K | 0.01% | +1,037 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,008 | $36.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Motco | 978 | $34.7K | 0.00% | +978 | New |
| Flagship Wealth Advisors, LLC | 1,337 | $33.9K | 0.01% | −1,689−55.8% | Reduced |
| SWAN Capital LLC | 951 | $33.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 903 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 897 | $31.8K | 0.00% | +897 | New |
| JNBA Financial Advisors | 883 | $31.3K | 0.00% | −177−16.7% | Reduced |
| Dunhill Financial, LLC | 850 | $30.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 800 | $28.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 768 | $27.2K | 0.00% | −14,503−95.0% | Reduced |
| Parkside Financial Bank & Trust | 750 | $26.6K | 0.00% | −750−50.0% | Reduced |
| Bank & Trust Co | 736 | $26.1K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 692 | $24.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 672 | $23.8K | 0.01% | +672 | New |
| Costello Asset Management, INC | 600 | $21.3K | 0.01% | +100+20.0% | Added |
| Financial Consulate, Inc | 587 | $20.8K | 0.00% | +300+104.5% | Added |
| Evolution Wealth Management Inc. | 572 | $20.3K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 544 | $19.3K | 0.02% | +69+14.5% | Added |
| Atlantic Union Bankshares Corp | 515 | $18.3K | 0.00% | +515 | New |
| Pacifica Partners Inc. | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 482 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 485 | $17.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 475 | $16.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 351 | $12.4K | 0.00% | +109+45.0% | Added |
| Reyes Financial Architecture, Inc. | 307 | $10.9K | 0.01% | +307 | New |
| UMA Financial Services, Inc. | 287 | $10.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 264 | $9.36K | 0.00% | +264 | New |
| Birchbrook, Inc. | 252 | $8.93K | 0.00% | −32−11.3% | Reduced |
| BFSG, LLC | 250 | $8.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 250 | $8.86K | 0.01% | +50+25.0% | Added |
| Blue Bell Private Wealth Management, LLC | 192 | $6.80K | 0.00% | −422−68.7% | Reduced |
| DecisionPoint Financial, LLC | 150 | $5.32K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 116 | $4.11K | 0.00% | −143−55.2% | Reduced |
| Bullseye Investment Management, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 74 | $2.62K | 0.00% | +74 | New |
| Strengthening Families & Communities, LLC | 70 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 65 | $2.31K | 0.00% | +65 | New |
| Triumph Capital Management | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 45 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44 | $1.56K | 0.00% | −259−85.5% | Reduced |
| Simplex Trading, LLC | 39 | $1.38K | 0.00% | +39 | New |
| MH & Associates Securities Management Corp | 50 | $999 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $178 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2 | $71 | 0.00% | −322−99.4% | Reduced |
| Activest Wealth Management | 2 | $58 | 0.00% | +2 | New |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,058,832−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −4,318,119−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −522,155−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −374,029−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −236,134−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −129,406−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −30,659−100.0% | Sold out |
| McAlvany Wealth Management LLC | 0 | $0 | 0.00% | −17,055−100.0% | Sold out |
| Asset Allocation Strategies LLC | 0 | $0 | 0.00% | −17,875−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −16,072−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −10,521−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −9,586−100.0% | Sold out |
| Innovative Advisory Group, LLC | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |