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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, Q2 2026

Institutional positions in Sprott Physical Gold Trust as of Jun 30, 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
655
−14 vs. Q1 2026
Shares held
145.7M
+13.4M (+10.1%) vs. Q1 2026
Total value
$4.40B
−$288.5M (−6.2%) vs. Q1 2026
New holders
49
200 more added
Sold out
63
191 more reduced

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 655 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 heldQ2 2026: $4.40B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q1 2026.

Institutions holding PHYS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Financial Advisory LLC11,027$332.7K0.07%−300−2.6%Reduced
Fairway Wealth LLC11,111$335.2K0.08%00.0%Unchanged
Nicolet Bankshares Inc11,035$346.6K0.01%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd11,551$348.5K0.01%+5,643+95.5%Added
Harmony Asset Management LLC11,579$349.3K0.09%−10,040−46.4%Reduced
Forza Wealth Management, LLC11,613$350.4K0.11%00.0%Unchanged
Capital Asset Advisory Services LLC11,621$350.6K0.01%+1,000+9.4%Added
Menlo Advisors LLC12,000$362.0K0.16%00.0%Unchanged
CWA Asset Management Group, LLC12,087$364.7K0.01%00.0%Unchanged
WCG Wealth Advisors LLC12,100$365.1K0.01%00.0%Unchanged
FSA Advisors, Inc.12,129$365.9K0.17%+201+1.7%Added
Atria Investments LLC12,254$369.7K0.00%−20,857−63.0%Reduced
55 North Private Wealth, LLC12,262$369.9K0.07%−961−7.3%Reduced
Oliver Luxxe Assets LLC12,495$377.0K0.06%00.0%Unchanged
HM Payson & Co12,504$377.2K0.01%+1,600+14.7%Added
Nations Financial Group Inc,12,519$377.7K0.02%−5,651−31.1%Reduced
Bleichroeder LP12,540$378.3K0.07%00.0%Unchanged
Clarity Financial LLC12,658$381.9K0.03%+587+4.9%Added
Kovack Advisors, Inc.12,737$386.1K0.02%+4,183+48.9%Added
Hunter Perkins Capital Management, LLC12,819$387.0K0.09%+2,000+18.5%Added
Bearing Point Capital, LLC13,000$392.2K0.05%00.0%Unchanged
HBK Sorce Advisory LLC12,273$394.3K0.01%−3,015−19.7%Reduced
Wealth Alliance Advisory Group, LLC13,289$400.9K0.06%00.0%Unchanged
Neuberger Berman Group LLC13,374$403.5K0.00%00.0%Unchanged
Soltis Investment Advisors LLC13,430$405.2K0.02%−269−2.0%Reduced
Advisors Capital Management, LLC13,555$409.0K0.00%+6,920+104.3%Added
Investor's Fiduciary Advisor Network, LLC13,595$410.0K0.14%00.0%Unchanged
Koshinski Asset Management, Inc.13,764$415.3K0.02%00.0%Unchanged
Heritage Trust Co13,847$417.8K0.04%00.0%Unchanged
Uhlmann Price Securities, LLC13,881$418.8K0.02%+13,881New
Sapient Capital LLC13,889$419.0K0.01%00.0%Unchanged
Burton Enright Welch14,071$424.5K0.05%00.0%Unchanged
Vawter Financial, Ltd.14,500$437.5K0.16%00.0%Unchanged
Alpha Financial Partners, LLC14,622$441.2K0.23%+14,622New
Focus Financial Network, Inc.14,891$449.3K0.01%−5,697−27.7%Reduced
AlphaStar Capital Management, LLC14,892$449.3K0.03%−3,541−19.2%Reduced
Bank Julius Baer & Co. Ltd, Zurich14,850$450.1K0.00%+567+4.0%Added
Baker Ellis Asset Management LLC15,000$452.6K0.05%00.0%Unchanged
Signaturefd, LLC15,000$452.6K0.01%00.0%Unchanged
Family Capital Trust Co15,030$453.3K0.15%00.0%Unchanged
Financial Enhancement Group LLC15,191$458.3K0.05%00.0%Unchanged
Cannon Financial Strategists, Inc.15,327$462.4K0.05%00.0%Unchanged
Darwin Advisors, LLC15,359$463.4K0.13%00.0%Unchanged
Tower Bridge Advisors15,601$470.7K0.04%+2,500+19.1%Added
Rockport Wealth LLC15,615$471.1K0.08%+200+1.3%Added
TFR Capital, LLC.15,640$471.9K0.13%00.0%Unchanged
Synergy Financial Management, LLC15,670$472.8K0.04%−44−0.3%Reduced
apricus wealth, LLC15,700$473.7K0.23%+1,200+8.3%Added
IFG Advisory, LLC15,843$478.0K0.02%+15,843New
Veracity Capital LLC16,086$485.3K0.13%−797−4.7%Reduced
Allworth Financial LP16,153$487.3K0.00%−15,134−48.4%Reduced
Wealthspire Advisors, LLC16,228$489.6K0.00%−498−3.0%Reduced
Horizon Kinetics Asset Management LLC16,262$490.6K0.01%00.0%Unchanged
Capital Investment Advisors, LLC16,270$490.9K0.01%00.0%Unchanged
Northern Trust Corp16,389$494.5K0.00%+6,923+73.1%Added
Invariant Investment Management15,875$498.6K0.29%00.0%Unchanged
Tradition Wealth Management, LLC16,729$504.7K0.03%00.0%Unchanged
SpringVest Wealth Management LLC16,814$507.3K0.32%+25+0.1%Added
Independent Advisor Alliance16,930$510.8K0.01%−27,835−62.2%Reduced
Apollon Financial, LLC16,963$511.8K0.06%00.0%Unchanged
Compass Capital Corp15,204$511.9K0.17%+1,483+10.8%Added
Arcadia Wealth Management, LLC17,154$517.5K0.16%00.0%Unchanged
Founders Financial Securities LLC17,163$517.8K0.03%+20+0.1%Added
Armstrong Advisory Group, Inc17,591$530.7K0.03%00.0%Unchanged
Manhattan West Asset Management, LLC17,858$538.8K0.09%+17,858New
LFA - Lugano Financial Advisors SA18,000$543.2K0.33%+18,000New
Beacon Financial Group18,040$544.3K0.05%00.0%Unchanged
Perigon Wealth Management, LLC18,383$554.6K0.01%+1,280+7.5%Added
Rice Partnership, LLC18,548$559.6K0.07%00.0%Unchanged
Lineweaver Wealth Advisors, LLC18,615$561.6K0.07%00.0%Unchanged
Tectonic Advisors LLC18,625$561.9K0.03%00.0%Unchanged
Fifth Third Bancorp18,710$564.5K0.00%00.0%Unchanged
Nadler Financial Group, Inc.18,795$567.0K0.05%+3,050+19.4%Added
MKT Advisors LLC18,350$569.0K0.18%−12,360−40.2%Reduced
Convergence Financial, LLC18,980$572.6K0.05%+18,980New
Resources Investment Advisors, LLC.19,095$576.1K0.00%00.0%Unchanged
Independent Financial Group, LLC19,275$581.5K0.01%+500+2.7%Added
Welch & Forbes LLC19,550$589.8K0.01%00.0%Unchanged
Citadel Advisors LLC19,621$592.0K0.00%+19,621New
Wiley Bros.-Aintree Capital, LLC19,526$593.9K0.00%+880+4.7%Added
Orgel Wealth Management, LLC20,000$603.4K0.01%00.0%Unchanged
Barometer Capital Management Inc.20,000$603.4K0.17%+1,000+5.3%Added
OneAscent Financial Services LLC20,116$606.9K0.03%+3,942+24.4%Added
Sankala Group LLC18,740$620.2K0.41%00.0%Unchanged
Euro Pacific Asset Management, LLC46,655$622.0K0.07%+219+0.5%Added
Bokf, NA20,666$623.5K0.01%−19,365−48.4%Reduced
Straight Path Wealth Management21,050$635.1K0.15%−5,094−19.5%Reduced
Littlejohn Financial Services, Inc.21,060$635.4K0.46%00.0%Unchanged
United Capital Financial Advisers, LLC21,583$651.2K0.00%−2,318−9.7%Reduced
Stratos Wealth Advisors, LLC21,654$653.3K0.04%+129+0.6%Added
Savant Capital, LLC20,296$655.1K0.00%+10,138+99.8%Added
Cobblestone Asset Management LLC21,845$659.1K0.27%−175−0.8%Reduced
Highland Investment Advisors LLC21,860$659.5K0.29%+21,860New
Peak Financial Management, Inc.22,000$663.7K0.15%00.0%Unchanged
S.A. Mason LLC22,082$666.2K0.20%−500−2.2%Reduced
Tocqueville Asset Management L.P.22,330$673.7K0.01%+119+0.5%Added
Ashton Thomas Private Wealth, LLC22,357$674.5K0.01%+1,726+8.4%Added
We Are One Seven, LLC22,547$680.2K0.01%+788+3.6%Added
Kiker Wealth Management, LLC22,697$684.8K0.27%+3,936+21.0%Added
Badgley Phelps Wealth Managers, LLC22,702$684.9K0.01%−2,500−9.9%Reduced