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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 8,658 | $261.2K | 0.02% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 8,650 | $261.0K | 0.12% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 8,600 | $259.5K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,545 | $257.8K | 0.01% | −225−2.6% | Reduced |
| Adviser Investments LLC | 8,500 | $256.4K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,382 | $252.9K | 0.01% | −213−2.5% | Reduced |
| Live Oak Private Wealth LLC | 8,295 | $250.3K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,232 | $248.4K | 0.01% | −134−1.6% | Reduced |
| Buckingham Strategic Partners | 8,188 | $247.0K | 0.00% | −705−7.9% | Reduced |
| Forum Financial Management, LP | 8,169 | $246.5K | 0.00% | 00.0% | Unchanged |
| Ledyard National Bank | 8,124 | $245.1K | 0.02% | −63−0.8% | Reduced |
| BLB&B Advisors, LLC | 8,095 | $244.2K | 0.01% | +15+0.2% | Added |
| HB Wealth Management, LLC | 8,084 | $243.9K | 0.00% | +42+0.5% | Added |
| Parallel Advisors, LLC | 8,053 | $243.0K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,050 | $242.9K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 8,000 | $241.4K | 0.16% | −100−1.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,000 | $241.4K | 0.03% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 8,000 | $241.4K | 0.14% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 8,000 | $241.4K | 0.05% | 00.0% | Unchanged |
| Anchyra Partners LLC | 8,000 | $241.4K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 7,960 | $240.2K | 0.05% | +7,960 | New |
| Cannon Advisors, Inc. | 7,817 | $239.0K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,921 | $239.0K | 0.00% | −7,371−48.2% | Reduced |
| GWN Securities Inc. | 7,818 | $235.9K | 0.04% | +1,363+21.1% | Added |
| Box Hill Private Wealth LLC | 7,750 | $233.8K | 0.19% | 00.0% | Unchanged |
| McAdam, LLC | 7,697 | $232.2K | 0.01% | −2,000−20.6% | Reduced |
| Professional Advisory Services Inc | 7,700 | $232.0K | 0.03% | +700+10.0% | Added |
| Sigma Planning Corp | 7,675 | $231.6K | 0.01% | −120−1.5% | Reduced |
| Towneley Capital Management, Inc | 7,510 | $226.6K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,492 | $226.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,487 | $225.9K | 0.00% | −1,140−13.2% | Reduced |
| Manchester Financial Inc | 7,360 | $222.1K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 7,191 | $220.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,263 | $219.0K | 0.00% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 7,200 | $217.2K | 0.13% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 7,079 | $213.6K | 0.01% | +45+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 7,019 | $211.8K | 0.02% | 00.0% | Unchanged |
| Meredith Wealth Planning | 6,890 | $207.9K | 0.05% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 6,855 | $206.8K | 0.06% | −100−1.4% | Reduced |
| Principia Wealth Advisory, LLC | 6,845 | $206.5K | 0.10% | +275+4.2% | Added |
| Summit Financial Strategies, Inc. | 6,692 | $201.9K | 0.01% | +90+1.4% | Added |
| Bryn Mawr Trust Co | 6,500 | $196.1K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 5,957 | $179.7K | 0.15% | −138−2.3% | Reduced |
| Community Financial Services Group, LLC | 5,420 | $164.6K | 0.02% | +400+8.0% | Added |
| Colonial Trust Advisors | 5,450 | $164.4K | 0.01% | +450+9.0% | Added |
| Evergreen Private Wealth LLC | 5,400 | $162.9K | 0.06% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,265 | $158.8K | 0.05% | +455+9.5% | Added |
| Nalls Sherbakoff Group, LLC | 5,226 | $157.7K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5,206 | $157.1K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,200 | $156.9K | 0.04% | +4,000+333.3% | Added |
| Private Trust Co NA | 5,000 | $150.8K | 0.01% | 00.0% | Unchanged |
| Bulwark Capital Corp | 4,782 | $144.3K | 0.08% | +3,339+231.4% | Added |
| Pacific Center for Financial Services | 4,705 | $141.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,216 | $127.2K | 0.00% | +962+29.6% | Added |
| Smartleaf Asset Management LLC | 3,937 | $119.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,925 | $118.4K | 0.01% | +140+3.7% | Added |
| Evermay Wealth Management LLC | 3,906 | $117.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3,747 | $113.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,602 | $108.7K | 0.04% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 3,581 | $108.0K | 0.01% | +3,581 | New |
| Caldwell Trust Co | 3,485 | $105.1K | 0.01% | −3,485−50.0% | Reduced |
| Purpose Unlimited Inc. | 3,300 | $99.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 3,250 | $98.1K | 0.00% | +3,250 | New |
| Continuum Advisory, LLC | 3,231 | $97.5K | 0.01% | +3,231 | New |
| Ritter Daniher Financial Advisory LLC | 3,200 | $96.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,059 | $92.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,812 | $84.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,700 | $81.5K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,622 | $79.1K | 0.05% | −275−9.5% | Reduced |
| Bellecapital International Ltd. | 2,600 | $78.4K | 0.01% | +2,600 | New |
| Franklin Resources Inc | 2,580 | $77.8K | 0.00% | −920−26.3% | Reduced |
| BlackRock, Inc. | 2,570 | $77.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,478 | $74.8K | 0.00% | +2,478 | New |
| Halbert Hargrove Global Advisors, LLC | 2,400 | $72.4K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 2,335 | $70.4K | 0.07% | +2,335 | New |
| Game Plan Financial Advisors, LLC | 2,245 | $67.7K | 0.03% | +2,245 | New |
| NBC Securities, Inc. | 2,225 | $67.1K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,198 | $66.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,177 | $65.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,135 | $64.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,005 | $60.5K | 0.02% | −70−3.4% | Reduced |
| McGuire Capital Advisors Inc | 1,950 | $58.8K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,874 | $56.5K | 0.00% | +74+4.1% | Added |
| Global Retirement Partners, LLC | 1,829 | $55.2K | 0.00% | +1,829 | New |
| Marshall Investment Management, LLC | 1,785 | $53.9K | 0.02% | +1,785 | New |
| Chilton Capital Management LLC | 1,701 | $51.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,609 | $48.5K | 0.00% | +220+15.8% | Added |
| Concord Wealth Partners | 1,600 | $48.3K | 0.01% | +1,600 | New |
| Main Street Group, LTD | 1,530 | $46.2K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,518 | $45.8K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,500 | $45.3K | 0.00% | +1,500 | New |
| Quent Capital, LLC | 1,461 | $44.1K | 0.00% | −539−27.0% | Reduced |
| Strategic Advocates LLC | 1,444 | $43.6K | 0.17% | −288−16.6% | Reduced |
| Eastern Bank | 1,434 | $43.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,377 | $41.5K | 0.00% | −15,116−91.7% | Reduced |
| Cheviot Value Management, LLC | 1,365 | $41.2K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,364 | $41.2K | 0.02% | +1,364 | New |
| Oakworth Capital, Inc. | 1,338 | $40.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,300 | $39.2K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,285 | $38.8K | 0.01% | +1,285 | New |