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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sprott Physical Gold Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 35,982 | $1.09M | 0.28% | −804−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 35,122 | $1.06M | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 34,877 | $1.05M | 0.04% | +15,352+78.6% | Added |
| Pathstone Holdings, LLC | 34,743 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cedrus Wealth Group LLC | 33,614 | $1.01M | 0.89% | +7,090+26.7% | Added |
| Sowell Financial Services LLC | 32,980 | $995.0K | 0.03% | +1,503+4.8% | Added |
| Silver Oak Securities, Inc | 32,732 | $987.5K | 0.06% | −5,771−15.0% | Reduced |
| Insight Advisors, LLC | 32,674 | $985.8K | 0.17% | −12,840−28.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 32,043 | $966.7K | 0.07% | −640−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 31,899 | $962.4K | 0.03% | +100.0% | Added |
| Fisher Asset Management, LLC | 31,808 | $959.6K | 0.00% | +3,146+11.0% | Added |
| AdvisorNet Financial, Inc | 31,489 | $950.0K | 0.04% | −90−0.3% | Reduced |
| Merit Financial Group, LLC | 31,113 | $938.7K | 0.01% | −278−0.9% | Reduced |
| Whalerock Point Partners, LLC | 31,000 | $935.3K | 0.16% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 30,261 | $913.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 30,215 | $911.6K | 0.36% | +100+0.3% | Added |
| Miracle Mile Advisors, LLC | 30,069 | $907.2K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 30,007 | $905.3K | 0.15% | −2,275−7.0% | Reduced |
| Kavar Capital Partners Group, LLC | 29,600 | $893.0K | 0.11% | −8,000−21.3% | Reduced |
| Wedbush Securities Inc | 29,402 | $887.0K | 0.02% | −3,126−9.6% | Reduced |
| True North Advisors, LLC | 29,049 | $876.4K | 0.08% | +29,049 | New |
| First Manhattan Co | 29,000 | $874.9K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 28,946 | $873.3K | 0.01% | +8,172+39.3% | Added |
| Canal Capital Management, LLC | 28,910 | $872.2K | 0.11% | −8,867−23.5% | Reduced |
| Sequoia Financial Advisors, LLC | 28,865 | $870.9K | 0.00% | +319+1.1% | Added |
| Unique Wealth, LLC | 28,675 | $865.1K | 0.10% | +28,675 | New |
| Integrated Advisors Network LLC | 28,446 | $858.2K | 0.04% | +22,731+397.7% | Added |
| Summit Trail Advisors, LLC | 28,300 | $853.8K | 0.01% | +28,300 | New |
| Ingalls & Snyder LLC | 28,199 | $851.0K | 0.02% | −195−0.7% | Reduced |
| BCS Wealth Management | 28,115 | $848.2K | 0.15% | +282+1.0% | Added |
| Surience Private Wealth LLC | 27,882 | $841.2K | 0.74% | −7,867−22.0% | Reduced |
| SRS Capital Advisors, Inc. | 27,785 | $838.3K | 0.01% | +27,017+3,517.8% | Added |
| IPG Investment Advisors LLC | 27,064 | $816.5K | 0.12% | −4,277−13.6% | Reduced |
| Millennium Capital Advisors, LLC | 26,988 | $814.2K | 0.44% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 26,980 | $814.0K | 0.01% | +26,980 | New |
| Intrua Financial, LLC | 26,713 | $805.9K | 0.08% | +8,921+50.1% | Added |
| Ameriprise Financial Inc | 26,591 | $802.3K | 0.00% | +395+1.5% | Added |
| Bank of New York Mellon Corp | 26,284 | $793.0K | 0.00% | +10.0% | Added |
| RPS Advisory Solutions LLC | 26,040 | $785.6K | 0.52% | −40,673−61.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,975 | $783.7K | 0.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 21,500 | $762.0K | 0.02% | 00.0% | Unchanged |
| SIG North Trading, ULC | 25,177 | $759.6K | 0.14% | −13,474−34.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 25,156 | $759.0K | 0.29% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 24,715 | $745.7K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 24,654 | $743.6K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 24,563 | $741.1K | 0.00% | 00.0% | Unchanged |
| J2 Capital Management Inc | 24,307 | $733.3K | 0.49% | −4,297−15.0% | Reduced |
| RIA Advisory Group LLC | 24,261 | $732.0K | 0.16% | −228−0.9% | Reduced |
| Nvest Financial, LLC | 24,240 | $731.3K | 0.23% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 24,239 | $731.3K | 0.22% | +379+1.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,869 | $720.1K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 23,469 | $708.1K | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 23,327 | $703.8K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 23,089 | $696.6K | 0.00% | −1,013−4.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 22,702 | $684.9K | 0.01% | −2,500−9.9% | Reduced |
| Kiker Wealth Management, LLC | 22,697 | $684.8K | 0.27% | +3,936+21.0% | Added |
| We Are One Seven, LLC | 22,547 | $680.2K | 0.01% | +788+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 22,357 | $674.5K | 0.01% | +1,726+8.4% | Added |
| Tocqueville Asset Management L.P. | 22,330 | $673.7K | 0.01% | +119+0.5% | Added |
| S.A. Mason LLC | 22,082 | $666.2K | 0.20% | −500−2.2% | Reduced |
| Peak Financial Management, Inc. | 22,000 | $663.7K | 0.15% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 21,860 | $659.5K | 0.29% | +21,860 | New |
| Cobblestone Asset Management LLC | 21,845 | $659.1K | 0.27% | −175−0.8% | Reduced |
| Savant Capital, LLC | 20,296 | $655.1K | 0.00% | +10,138+99.8% | Added |
| Stratos Wealth Advisors, LLC | 21,654 | $653.3K | 0.04% | +129+0.6% | Added |
| United Capital Financial Advisers, LLC | 21,583 | $651.2K | 0.00% | −2,318−9.7% | Reduced |
| Littlejohn Financial Services, Inc. | 21,060 | $635.4K | 0.46% | 00.0% | Unchanged |
| Straight Path Wealth Management | 21,050 | $635.1K | 0.15% | −5,094−19.5% | Reduced |
| Bokf, NA | 20,666 | $623.5K | 0.01% | −19,365−48.4% | Reduced |
| Euro Pacific Asset Management, LLC | 46,655 | $622.0K | 0.07% | +219+0.5% | Added |
| Sankala Group LLC | 18,740 | $620.2K | 0.41% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 20,116 | $606.9K | 0.03% | +3,942+24.4% | Added |
| Orgel Wealth Management, LLC | 20,000 | $603.4K | 0.01% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 20,000 | $603.4K | 0.17% | +1,000+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,526 | $593.9K | 0.00% | +880+4.7% | Added |
| Citadel Advisors LLC | 19,621 | $592.0K | 0.00% | +19,621 | New |
| Welch & Forbes LLC | 19,550 | $589.8K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 19,275 | $581.5K | 0.01% | +500+2.7% | Added |
| Resources Investment Advisors, LLC. | 19,095 | $576.1K | 0.00% | 00.0% | Unchanged |
| Convergence Financial, LLC | 18,980 | $572.6K | 0.05% | +18,980 | New |
| MKT Advisors LLC | 18,350 | $569.0K | 0.18% | −12,360−40.2% | Reduced |
| Nadler Financial Group, Inc. | 18,795 | $567.0K | 0.05% | +3,050+19.4% | Added |
| Fifth Third Bancorp | 18,710 | $564.5K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 18,625 | $561.9K | 0.03% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 18,615 | $561.6K | 0.07% | 00.0% | Unchanged |
| Rice Partnership, LLC | 18,548 | $559.6K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,383 | $554.6K | 0.01% | +1,280+7.5% | Added |
| Beacon Financial Group | 18,040 | $544.3K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 18,000 | $543.2K | 0.33% | +18,000 | New |
| Manhattan West Asset Management, LLC | 17,858 | $538.8K | 0.09% | +17,858 | New |
| Armstrong Advisory Group, Inc | 17,591 | $530.7K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,163 | $517.8K | 0.03% | +20+0.1% | Added |
| Arcadia Wealth Management, LLC | 17,154 | $517.5K | 0.16% | 00.0% | Unchanged |
| Compass Capital Corp | 15,204 | $511.9K | 0.17% | +1,483+10.8% | Added |
| Apollon Financial, LLC | 16,963 | $511.8K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 16,930 | $510.8K | 0.01% | −27,835−62.2% | Reduced |
| SpringVest Wealth Management LLC | 16,814 | $507.3K | 0.32% | +25+0.1% | Added |
| Tradition Wealth Management, LLC | 16,729 | $504.7K | 0.03% | 00.0% | Unchanged |
| Invariant Investment Management | 15,875 | $498.6K | 0.29% | 00.0% | Unchanged |
| Northern Trust Corp | 16,389 | $494.5K | 0.00% | +6,923+73.1% | Added |