Sprott Physical Gold Trust (PHYS) — Institutional Holders, Q2 2026 (page 2)
658 institutional investment managers reported a PHYS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PHYS 13F holders ranked 101–200 of 658
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Ausdal Financial Partners#101 · 267,799 sh | 267,799 | $8.1M | 0.32% | -1.8% |
| 102 | Dakota Wealth Management#102 · 265,379 sh | 265,379 | $8.0M | 0.15% | +11.9% |
| 103 | COURAGE CAPITAL MANAGEMENT#103 · 264,500 sh | 264,500 | $8.0M | 11.86% | 0.0% |
| 104 | PFG Investments#104 · 255,745 sh | 255,745 | $7.7M | 0.30% | +4.1% |
| 105 | Hubbell Strickland Wealth Management#105 · 252,812 sh | 252,812 | $7.6M | 2.75% | +0.8% |
| 106 | Biltmore Family Office#106 · 251,740 sh | 251,740 | $7.6M | 1.00% | -8.5% |
| 107 | MERCER GLOBAL ADVISORS#107 · 251,623 sh | 251,623 | $7.6M | <0.01% | -1.9% |
| 108 | FULCRUM WEALTH ADVISORS#108 · 249,961 sh | 249,961 | $7.5M | — | -26.7% |
| 109 | ArchPoint Investors#109 · 249,200 sh | 249,200 | $7.5M | 1.59% | 0.0% |
| 110 | Elevate Capital Advisors#110 · 241,383 sh | 241,383 | $7.3M | 4.00% | +6.2% |
| 111 | BLAIR WILLIAM#111 · 240,543 sh | 240,543 | $7.3M | 0.02% | -0.5% |
| 112 | Alpha Advisors#112 · 235,739 sh | 235,739 | $7.1M | — | +0.9% |
| 113 | NewEdge Wealth#113 · 234,115 sh | 234,115 | $7.1M | 0.07% | 0.0% |
| 114 | Brookstone Capital Management#114 · 233,940 sh | 233,940 | $7.1M | — | +3.0% |
| 115 | CAMELOT TECHNOLOGY ADVISORS#115 · 233,645 sh | 233,645 | $7.0M | — | 0.0% |
| 116 | Mariner#116 · 233,622 sh | 233,622 | $7.0M | <0.01% | -20.8% |
| 117 | Steward Partners Investment Advisory#117 · 225,504 sh | 225,504 | $6.8M | 0.03% | -2.1% |
| 118 | OBERNDORF WILLIAM E#118 · 224,439 sh | 224,439 | $6.8M | 12.31% | 0.0% |
| 119 | SILVERCREST ASSET MANAGEMENT GROUP#119 · 222,113 sh | 222,113 | $6.7M | 0.04% | 0.0% |
| 120 | PNC FINANCIAL SERVICES GROUP#120 · 222,040 sh | 222,040 | $6.7M | <0.01% | +0.4% |
| 121 | Eaton Financial Company#121 · 218,561 sh | 218,561 | $6.6M | 1.81% | +2.3% |
| 122 | XTX Topco Ltd#122 · 215,362 sh | 215,362 | $6.5M | 0.08% | +76.3% |
| 123 | Latigo Investments#123 · 214,134 sh | 214,134 | $6.5M | 2.88% | 0.0% |
| 124 | Warwick Investment Management#124 · 209,390 sh | 209,390 | $6.3M | — | 0.0% |
| 125 | AQR CAPITAL MANAGEMENT#125 · 204,736 sh | 204,736 | $6.2M | <0.01% | +2.3% |
| 126 | OPPENHEIMER#126 · 203,742 sh | 203,742 | $6.1M | — | -2.5% |
| 127 | Palumbo Wealth Management#127 · 201,527 sh | 201,527 | $6.1M | 1.27% | -1.1% |
| 128 | Basecamp Wealth Advisors#128 · 201,458 sh | 201,458 | $6.1M | 1.13% | 0.0% |
| 129 | MACROVIEW INVESTMENT MANAGEMENT#129 · 197,437 sh | 197,437 | $6.0M | — | -1.0% |
| 130 | CERTUITY#130 · 196,585 sh | 196,585 | $5.9M | 0.29% | 0.0% |
| 131 | 49 WEALTH MANAGEMENT#131 · 195,849 sh | 195,849 | $5.9M | 1.13% | New |
| 132 | ALONGSIDE#132 · 195,849 sh | 195,849 | $5.9M | 1.13% | — |
| 133 | Creative Planning#133 · 195,564 sh | 195,564 | $5.9M | <0.01% | -2.7% |
| 134 | Lifetime Wealth Management P.C.#134 · 189,860 sh | 189,860 | $5.7M | 3.34% | -3.5% |
| 135 | Chicago Capital#135 · 186,978 sh | 186,978 | $5.6M | — | 0.0% |
| 136 | Geneos Wealth Management#136 · 186,947 sh | 186,947 | $5.6M | 0.12% | +3.6% |
| 137 | Sentinus#137 · 186,625 sh | 186,625 | $5.6M | 0.45% | -5.0% |
| 138 | BROWN BROTHERS HARRIMAN#138 · 184,501 sh | 184,501 | $5.6M | 0.02% | +6.7% |
| 139 | Pasadena Private Wealth#139 · 182,356 sh | 182,356 | $5.5M | 0.70% | +10.3% |
| 140 | Beaumont Financial Advisors#140 · 175,936 sh | 175,936 | $5.3M | — | -0.2% |
| 141 | Manatuck Hill Partners#141 · 175,000 sh | 175,000 | $5.3M | 1.75% | -12.5% |
| 142 | Abacus Planning Group#142 · 170,885 sh | 170,885 | $5.2M | 0.64% | 0.0% |
| 143 | LexAurum Advisors#143 · 170,117 sh | 170,117 | $5.1M | — | -50.7% |
| 144 | Empire Financial Management Company#144 · 167,721 sh | 167,721 | $5.1M | 2.00% | +1.3% |
| 145 | Stratos Wealth Partners, LTD.#145 · 167,225 sh | 167,225 | $5.0M | 0.05% | +2.6% |
| 146 | Gladstone Institutional Advisory#146 · 163,844 sh | 163,844 | $4.9M | 0.16% | -4.3% |
| 147 | M. Kulyk & Associates#147 · 153,681 sh | 153,681 | $4.6M | 0.76% | +74.5% |
| 148 | EVERGREEN CAPITAL MANAGEMENT#148 · 151,962 sh | 151,962 | $4.6M | — | -7.8% |
| 149 | Greenfield Seitz Capital Management#149 · 150,673 sh | 150,673 | $4.5M | 1.35% | -2.0% |
| 150 | KOM Wealth Management Group#150 · 149,208 sh | 149,208 | $4.5M | — | +10.9% |
| 151 | Valued Retirements#151 · 147,619 sh | 147,619 | $4.5M | 4.00% | -1.3% |
| 152 | Clearstead Advisors#152 · 147,094 sh | 147,094 | $4.4M | 0.04% | -2.0% |
| 153 | Entruity Wealth#153 · 142,351 sh | 142,351 | $4.3M | 2.78% | -1.8% |
| 154 | Capital Group Private Client Services#154 · 140,091 sh | 140,091 | $4.2M | 0.06% | +7.7% |
| 155 | Amitell Capital Pte Ltd#155 · 132,379 sh | 132,379 | $4.0M | 3.65% | +17.8% |
| 156 | Red Door Wealth Management#156 · 130,322 sh | 130,322 | $3.9M | 0.36% | +13.5% |
| 157 | Pine Valley Investments Ltd Liability#157 · 127,327 sh | 127,327 | $3.8M | 0.15% | +14.9% |
| 158 | D.A. DAVIDSON#158 · 123,477 sh | 123,477 | $3.7M | 0.02% | +8.4% |
| 159 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#159 · 120,947 sh | 120,947 | $3.6M | 0.40% | -5.5% |
| 160 | New Harbor Financial Group#160 · 118,358 sh | 118,358 | $3.6M | — | +8.9% |
| 161 | Cauble & Harre Wealth Management#161 · 116,587 sh | 116,587 | $3.5M | 2.82% | -17.7% |
| 162 | Layline Advisors#162 · 116,238 sh | 116,238 | $3.5M | 3.15% | +16.9% |
| 163 | AlTi Global#163 · 112,220 sh | 112,220 | $3.5M | 0.07% | New |
| 164 | Quadrant Private Wealth Management#164 · 115,564 sh | 115,564 | $3.5M | 0.78% | +1.2% |
| 165 | Bruce G. Allen Investments#165 · 114,835 sh | 114,835 | $3.5M | 2.21% | +1.6% |
| 166 | Rockefeller Capital Management L.P.#166 · 112,587 sh | 112,587 | $3.4M | <0.01% | -11.8% |
| 167 | Belpointe Asset Management#167 · 111,255 sh | 111,255 | $3.4M | 0.11% | +1.9% |
| 168 | IFC Advisors#168 · 111,110 sh | 111,110 | $3.4M | 0.43% | New |
| 169 | Farringdon Capital, Ltd.#169 · 110,704 sh | 110,704 | $3.3M | 1.65% | +232.2% |
| 170 | STEPHENS#170 · 110,221 sh | 110,221 | $3.3M | 0.04% | +0.1% |
| 171 | Quantinno Capital Management#171 · 107,725 sh | 107,725 | $3.3M | <0.01% | +79.7% |
| 172 | HARBOUR INVESTMENTS#172 · 107,453 sh | 107,453 | $3.2M | 0.04% | +33.1% |
| 173 | Freestone Capital#173 · 104,472 sh | 104,472 | $3.2M | 0.08% | +30.7% |
| 174 | FIDUCIARY#174 · 103,625 sh | 103,625 | $3.1M | 0.03% | 0.0% |
| 175 | Apella Capital#175 · 99,674 sh | 99,674 | $3.1M | — | +3.0% |
| 176 | NovaPoint Capital#176 · 100,763 sh | 100,763 | $3.0M | — | -28.2% |
| 177 | Grand Central Investment Group#177 · 100,422 sh | 100,422 | $3.0M | 2.53% | -8.6% |
| 178 | GUARDIAN WEALTH ADVISORS, / NC#178 · 99,431 sh | 99,431 | $3.0M | 0.17% | +17.5% |
| 179 | Vise Technologies#179 · 99,308 sh | 99,308 | $3.0M | 0.03% | +29.3% |
| 180 | BAILARD#180 · 97,366 sh | 97,366 | $2.9M | — | 0.0% |
| 181 | Corient Private Wealth#181 · 97,309 sh | 97,309 | $2.9M | <0.01% | -31.4% |
| 182 | Cypress Capital Management (WY)#182 · 96,239 sh | 96,239 | $2.9M | 2.43% | +9.9% |
| 183 | Sonoma Private Wealth#183 · 95,614 sh | 95,614 | $2.9M | 3.10% | -0.7% |
| 184 | E&G Advisors#184 · 91,968 sh | 91,968 | $2.8M | — | -0.1% |
| 185 | StoneX Group#185 · 88,662 sh | 88,662 | $2.8M | 0.11% | +82.1% |
| 186 | Proficio Capital Partners#186 · 89,840 sh | 89,840 | $2.7M | 0.10% | 0.0% |
| 187 | AE Wealth Management#187 · 88,178 sh | 88,178 | $2.7M | 0.01% | -0.5% |
| 188 | HOLLENCREST SECURITIES#188 · 87,633 sh | 87,633 | $2.6M | 0.17% | -1.3% |
| 189 | SPIREPOINT PRIVATE CLIENT#189 · 87,370 sh | 87,370 | $2.6M | 0.21% | +0.3% |
| 190 | IHT Wealth Management#190 · 85,749 sh | 85,749 | $2.6M | 0.06% | -6.7% |
| 191 | A. D. Beadell Investment Counsel#191 · 85,583 sh | 85,583 | $2.6M | — | -1.9% |
| 192 | Guardian Partners#192 · 85,260 sh | 85,260 | $2.6M | — | 0.0% |
| 193 | Connective Portfolio Management#193 · 85,000 sh | 85,000 | $2.6M | — | 0.0% |
| 194 | HRT FINANCIAL#194 · 83,623 sh | 83,623 | $2.5M | <0.01% | +272.9% |
| 195 | Montis Financial#195 · 83,305 sh | 83,305 | $2.5M | 0.51% | -1.3% |
| 196 | EverSource Wealth Advisors#196 · 82,485 sh | 82,485 | $2.5M | 0.08% | New |
| 197 | HC Advisors#197 · 81,666 sh | 81,666 | $2.5M | 1.50% | +8.1% |
| 198 | DAVENPORT#198 · 79,264 sh | 79,264 | $2.4M | — | -36.0% |
| 199 | NewEdge Advisors#199 · 79,141 sh | 79,141 | $2.4M | <0.01% | +15.5% |
| 200 | CITY NATIONAL BANK OF FLORIDA#200 · 79,023 sh | 79,023 | $2.4M | 1.00% | +9.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.