Evid Invest
Who owns PHYSWhat PHYS owns — n/a

Who owns Sprott Physical Gold Trust?

Institutional ownership of PHYS from SEC Form 13F filings across 367 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

367

13F holders

$2.87B

value, 2026 filers

21.8%

of shares outstanding (103.9M sh)

33

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PHYS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ROYAL BANK OF CANADA9.3M$280.2M0.0%1.9%+2.4%
2Cambridge Investment Research Advisors, Inc.6.2M$188,0420.4%1.3%+102.2%
3CENTRAL TRUST Co5.9M$177.8M3.2%1.2%+6.3%
4Federation des caisses Desjardins du Quebec5.9M$177.2M0.5%1.2%+1.2%
5MORGAN STANLEY5.2M$158.2M0.0%1.1%-5.3%
6Heritage Wealth Advisors4.7M$142.0M4.9%1%-1.8%
7Pekin Hardy Strauss, Inc.NEW4.5M$134.6M11.9%0.9%new
8CAPTRUST FINANCIAL ADVISORS2.5M$76.5M0.1%0.5%+0.2%
9LPL Financial LLC2.3M$69.9M0.0%0.5%-1.9%
10Bleakley Financial Group, LLC2.2M$67.4M0.9%0.5%+0.6%
11Ascentis Wealth Management, LLC2.2M$6.0M0.9%0.5%+3538.5%
12Kestra Advisory Services, LLC2.0M$59.8M0.2%0.4%+47.0%
13RAYMOND JAMES FINANCIAL INC2.0M$59.6M0.0%0.4%-1.5%
14ENVESTNET ASSET MANAGEMENT INC1.7M$51.6M0.0%0.4%-5.1%
15WELLS FARGO & COMPANY/MN1.7M$50.7M0.0%0.4%-5.2%
16Cetera Investment Advisers1.7M$50.0M0.0%0.3%-4.0%
17SouthState Bank Corp1.7M$49.8M2.1%0.3%-4.9%
18Weiss Asset Management LP1.6M$48.6M0.5%0.3%+232.9%
19GOLDMAN SACHS GROUP INC1.5M$46.0M0.0%0.3%+12.5%
20HighTower Advisors, LLC1.4M$42.1M0.0%0.3%+8.6%
21COMMONWEALTH EQUITY SERVICES, LLC1.4M$41.8M0.1%0.3%-3.2%
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.4M$40.8M0.0%0.3%+69.1%
23OSAIC HOLDINGS, INC.1.1M$34.3M0.0%0.2%+39.3%
24JPMORGAN CHASE & CO1.1M$33.6M0.0%0.2%+282.9%
25Intesa Sanpaolo Wealth Management1.1M$32.5M6.5%0.2%+114.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.