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PHYS · Sprott Physical Gold Trust

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$30.60 +0.18 (+0.59%)
Market Cap
$14.50B
Shares
476.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 671
Total Value: $4,834,295,075
Total Shares: 141,028,732
Showing 1–100 of 673 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding PHYS

All superinvestors →
Christopher Bloomstran $845,917

Holder Concentration

Across 676 13F filers
Top Holder
6.6%
Jun 2023 → Mar 2026 · range 5.4% – 11.3%
of institutional value
Top 5
22.5%
Jun 2023 → Mar 2026 · range 22.5% – 28.3%
of institutional value
Top 10
33.7%
Jun 2023 → Mar 2026 · range 33.7% – 44.1%
of institutional value
HHI
174
Jun 2023 → Mar 2026 · range 174 – 269
Broadly held
Showing 100 of 673
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega ROYAL BANK OF CANADA Bank $321,265,122 6.65% 9,065,043
Large Federation des caisses Desjardins du Quebec $206,307,827 4.27% 5,821,327
Mid CENTRAL TRUST Co Bank $196,431,692 4.06% 5,542,655
Mega MORGAN STANLEY $196,258,283 4.06% 5,537,762
Mid Heritage Wealth Advisors $169,915,485 3.51% 4,794,455
Small Evanson Asset Management, LLC $136,065,040 2.81% 3,839,307
Large JUPITER ASSET MANAGEMENT LTD $115,898,475 2.40% 3,270,273
Small Evanson Financial, LLC $108,575,554 2.25% 3,598,792
Large Cambridge Investment Research Advisors, Inc. $94,020,641 1.94% 3,116,362
Large CAPTRUST FINANCIAL ADVISORS $89,731,953 1.86% 2,531,940
Mid IMC-Chicago, LLC $86,800,285 1.80% 2,449,218
Mega LPL Financial LLC $83,695,033 1.73% 2,361,598
Mid Bleakley Financial Group, LLC $78,670,279 1.63% 2,219,816
Mega RAYMOND JAMES FINANCIAL INC $71,132,685 1.47% 2,007,130
Small MATAURO, LLC $63,955,995 1.32% 2,119,854
Mega ENVESTNET ASSET MANAGEMENT INC $63,912,070 1.32% 1,803,388
Mega WELLS FARGO & COMPANY/MN $62,814,032 1.30% 1,772,405
Mid SPROTT INC. $61,970,477 1.28% 2,054,043
Mid SouthState Bank Corp Bank $61,503,887 1.27% 1,735,437
Large Cetera Investment Advisers $61,197,402 1.27% 1,726,789
Large Kestra Advisory Services, LLC $59,765,352 1.24% 1,980,953
Mid Beacon Pointe Advisors, LLC $55,155,768 1.14% 1,556,314
Small Forest Hill Capital, LLC $51,334,840 1.06% 1,448,500
Large COMMONWEALTH EQUITY SERVICES, LLC $50,687,032 1.05% 1,430,221
Mega JANE STREET GROUP, LLC $48,778,906 1.01% 1,376,380
Mega GOLDMAN SACHS GROUP INC $48,047,743 0.99% 1,355,749
Large HighTower Advisors, LLC $45,572,508 0.94% 1,285,906
Small Auxano Advisors, LLC $35,714,199 0.74% 1,007,737
Small Capital Wealth Alliance, LLC $33,900,699 0.70% 956,566
Small WIT Partners Advisory Pte. Ltd. $33,356,836 0.69% 941,220
Small Intesa Sanpaolo Wealth Management $32,484,189 0.67% 1,076,705
Small 3EDGE Asset Management, LP $31,568,952 0.65% 1,046,369
Large STIFEL FINANCIAL CORP $30,419,533 0.63% 858,339
Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $30,241,129 0.63% 853,305
Small VAN DEN BERG MANAGEMENT I, INC $29,591,017 0.61% 834,961
Mega BANK OF AMERICA CORP /DE/ Bank $29,515,955 0.61% 832,843
Large OSAIC HOLDINGS, INC. $28,901,922 0.60% 815,517
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $28,336,973 0.59% 799,576
Small Basepoint Wealth LLC $27,937,954 0.58% 788,317
Mega BANK OF MONTREAL /CAN/ Bank $27,039,159 0.56% 762,956
Large SCOTIA CAPITAL INC. $26,588,860 0.55% 750,250
Large CIBC WORLD MARKET INC. $25,676,067 0.53% 724,494
Large NATIONAL BANK OF CANADA /FI/ Bank $24,555,277 0.51% 692,869
Small TCP Asset Management, LLC $22,671,668 0.47% 751,464
Mid Integrated Wealth Concepts LLC $22,594,488 0.47% 637,542
Large Marex Group plc $22,506,383 0.47% 635,056
Mid Cannell & Spears LLC $21,876,757 0.45% 617,290
Small O'Brien Greene & Co. Inc $20,605,383 0.43% 581,416
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $19,992,904 0.41% 662,675
Small Meixler Investment Management, Ltd. $19,447,487 0.40% 548,744
Small FIDELIS CAPITAL PARTNERS, LLC $19,276,347 0.40% 543,915
Mid Laird Norton Wetherby Trust Company, LLC Bank $19,208,940 0.40% 542,013
Mid Kingsview Wealth Management, LLC $19,013,666 0.39% 536,503
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $18,817,059 0.39% 623,701
Small BIP Wealth, LLC $17,958,227 0.37% 506,722
Small K.J. Harrison & Partners Inc $17,907,052 0.37% 505,278
Mid Private Advisor Group, LLC $17,612,491 0.36% 583,775
Mid Cyndeo Wealth Partners, LLC $17,590,739 0.36% 583,054
Mid Weiss Asset Management LP $17,156,539 0.35% 484,101
Large Baird Financial Group, Inc. $17,046,675 0.35% 481,001
Mid Sanctuary Advisors, LLC $16,554,342 0.34% 467,109
Mid Wealthcare Advisory Partners LLC $16,461,777 0.34% 545,634
Large Tidal Investments LLC $16,106,558 0.33% 454,474
Small Mountain Lake Investment Management LLC $15,960,191 0.33% 450,344
Large Vident Advisory, LLC $15,791,815 0.33% 445,593
Large TD Waterhouse Canada Inc. $15,020,436 0.31% 497,860
Small Essential Partners LLC $14,879,554 0.31% 419,852
Mid JOHNSON INVESTMENT COUNSEL INC $14,403,399 0.30% 477,408
Mid Essex Financial Services, Inc. $14,354,156 0.30% 405,027
Mid Prospera Financial Services Inc $14,256,592 0.29% 472,542
Mid Summit Financial, LLC $14,151,581 0.29% 399,311
Small Global Endowment Management, LP Endowment $14,034,240 0.29% 396,000
Micro WEALTHCARE CAPITAL MANAGEMENT LLC $13,747,503 0.28% 455,668
Micro Harbour Wealth Management Group, Inc. $13,746,963 0.28% 387,894
Small Knoll Capital Management, LLC $13,717,229 0.28% 387,055
Mid TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $13,310,094 0.28% 375,567
Small Asset One Wealth Management LLC $13,229,220 0.27% 373,285
Small TRANSCEND CAPITAL ADVISORS, LLC $13,225,286 0.27% 373,174
Small HENGEHOLD CAPITAL MANAGEMENT LLC $13,108,442 0.27% 434,486
Small Kera Capital Partners, Inc. $12,807,307 0.26% 361,380
Mid Ancora Advisors LLC $12,330,709 0.26% 347,932
Mid Advisory Services Network, LLC $11,777,598 0.24% 332,325
Small Blueprint Financial Advisors LLC $11,641,650 0.24% 328,489
Small Blueprint Investment Partners LLC $11,641,650 0.24% 328,489
Small Pacific Sage Partners, LLC $11,616,381 0.24% 327,776
Mid Farther Finance Advisors, LLC $11,533,236 0.24% 382,275
Small Accordant Advisory Group Inc $11,467,677 0.24% 380,102
Micro Guild Investment Management, Inc. $11,097,883 0.23% 367,845
Mid PHILADELPHIA TRUST CO Bank $10,793,925 0.22% 304,569
Mid MAI Capital Management $10,749,093 0.22% 303,304
Large Janney Montgomery Scott LLC $10,593,051 0.22% 298,901
Large Mariner, LLC $10,457,670 0.22% 295,081
Mega JPMORGAN CHASE & CO $10,270,049 0.21% 289,787
Small Proactive Wealth Strategies LLC $10,170,854 0.21% 286,988
Micro TrustWell Financial Advisors, LLC $9,811,706 0.20% 325,214
Small MONEY CONCEPTS CAPITAL CORP $9,793,666 0.20% 276,345
Small Biltmore Family Office, LLC Family Office $9,745,645 0.20% 274,990
Small Ausdal Financial Partners, Inc. $9,668,350 0.20% 272,809
Micro COURAGE CAPITAL MANAGEMENT LLC $9,373,880 0.19% 264,500
Large MERCER GLOBAL ADVISORS INC /ADV $9,089,651 0.19% 256,480
Key facts CIK 1477049 CUSIP 85207H104 13F (30d) 248 filings 248 filers Visit website Investor relations

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