Sprott Physical Gold Trust (PHYS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 658
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Crown Wealth Group#301 · 35,982 sh | 35,982 | $1.1M | — | -2.2% |
| 302 | BRADLEY FOSTER & SARGENT#302 · 35,122 sh | 35,122 | $1.1M | 0.01% | 0.0% |
| 303 | Simplicity Wealth#303 · 34,877 sh | 34,877 | $1.1M | — | +78.6% |
| 304 | Pathstone#304 · 34,743 sh | 34,743 | $1.0M | <0.01% | 0.0% |
| 305 | Cedrus Wealth Group#305 · 33,614 sh | 33,614 | $1.0M | 0.89% | +26.7% |
| 306 | Sowell Financial Services#306 · 32,980 sh | 32,980 | $995.0K | — | +4.8% |
| 307 | SILVER OAK SECURITIES#307 · 32,732 sh | 32,732 | $987.5K | 0.06% | -15.0% |
| 308 | Insight Advisors, / PA#308 · 32,674 sh | 32,674 | $985.8K | — | -28.2% |
| 309 | Galvin, Gaustad & Stein#309 · 32,043 sh | 32,043 | $966.7K | — | -2.0% |
| 310 | Avidian Wealth Solutions#310 · 31,899 sh | 31,899 | $962.4K | — | 0.0% |
| 311 | Fisher Asset Management#311 · 31,808 sh | 31,808 | $959.6K | <0.01% | +11.0% |
| 312 | AdvisorNet Financial#312 · 31,489 sh | 31,489 | $950.0K | — | -0.3% |
| 313 | Merit Financial Group#313 · 31,113 sh | 31,113 | $938.7K | <0.01% | -0.9% |
| 314 | WHALEROCK POINT PARTNERS#314 · 31,000 sh | 31,000 | $935.3K | 0.16% | 0.0% |
| 315 | Magnus Financial Group#315 · 30,261 sh | 30,261 | $913.0K | — | 0.0% |
| 316 | Latitude Advisors#316 · 30,215 sh | 30,215 | $911.6K | — | +0.3% |
| 317 | Miracle Mile Advisors#317 · 30,069 sh | 30,069 | $907.2K | 0.01% | 0.0% |
| 318 | Pettinga Financial Advisors#318 · 30,007 sh | 30,007 | $905.3K | — | -7.0% |
| 319 | KAVAR CAPITAL PARTNERS GROUP#319 · 29,600 sh | 29,600 | $893.0K | 0.11% | -21.3% |
| 320 | WEDBUSH SECURITIES#320 · 29,402 sh | 29,402 | $887.0K | — | -9.6% |
| 321 | True North Advisors#321 · 29,049 sh | 29,049 | $876.4K | — | New |
| 322 | FIRST MANHATTAN#322 · 29,000 sh | 29,000 | $874.9K | <0.01% | 0.0% |
| 323 | Arkadios Wealth Advisors#323 · 28,946 sh | 28,946 | $873.3K | 0.01% | +39.3% |
| 324 | Canal Capital Management#324 · 28,910 sh | 28,910 | $872.2K | 0.11% | -23.5% |
| 325 | Sequoia Financial Advisors#325 · 28,865 sh | 28,865 | $870.9K | <0.01% | +1.1% |
| 326 | UNIQUE WEALTH#326 · 28,675 sh | 28,675 | $865.1K | — | New |
| 327 | Integrated Advisors Network#327 · 28,446 sh | 28,446 | $858.2K | — | +397.7% |
| 328 | Summit Trail Advisors#328 · 28,300 sh | 28,300 | $853.8K | 0.01% | New |
| 329 | INGALLS & SNYDER#329 · 28,199 sh | 28,199 | $851.0K | 0.02% | -0.7% |
| 330 | BCS Wealth Management#330 · 28,115 sh | 28,115 | $848.2K | 0.15% | +1.0% |
| 331 | SURIENCE PRIVATE WEALTH#331 · 27,882 sh | 27,882 | $841.2K | — | -22.0% |
| 332 | SRS Capital Advisors#332 · 27,785 sh | 27,785 | $838.3K | <0.01% | +3517.8% |
| 333 | IPG Investment Advisors#333 · 27,064 sh | 27,064 | $816.5K | 0.12% | -13.6% |
| 334 | Millennium Capital Advisors#334 · 26,988 sh | 26,988 | $814.2K | — | 0.0% |
| 335 | AXXCESS WEALTH MANAGEMENT#335 · 26,980 sh | 26,980 | $814.0K | — | New |
| 336 | Intrua Financial#336 · 26,713 sh | 26,713 | $805.9K | 0.07% | +50.1% |
| 337 | AMERIPRISE FINANCIAL#337 · 26,591 sh | 26,591 | $802.3K | <0.01% | +1.5% |
| 338 | Bank of New York Mellon#338 · 26,284 sh | 26,284 | $793.0K | <0.01% | 0.0% |
| 339 | RPS ADVISORY SOLUTIONS#339 · 26,040 sh | 26,040 | $785.6K | 0.52% | -61.0% |
| 340 | Sound View Wealth Advisors Group#340 · 25,975 sh | 25,975 | $783.7K | 0.05% | 0.0% |
| 341 | One Capital Management#341 · 21,500 sh | 21,500 | $762.0K | 0.02% | 0.0% |
| 342 | SIG North Trading, ULC#342 · 25,177 sh | 25,177 | $759.6K | 0.01% | -34.9% |
| 343 | Fortitude Advisory Group L.L.C.#343 · 25,156 sh | 25,156 | $759.0K | — | 0.0% |
| 344 | CM WEALTH ADVISORS#344 · 24,715 sh | 24,715 | $745.7K | 0.13% | 0.0% |
| 345 | Community Bank, N.A.#345 · 24,654 sh | 24,654 | $743.6K | 0.08% | 0.0% |
| 346 | BROWN ADVISORY#346 · 24,563 sh | 24,563 | $741.1K | <0.01% | 0.0% |
| 347 | J2 Capital Management#347 · 24,307 sh | 24,307 | $733.3K | — | -15.0% |
| 348 | RIA Advisory Group#348 · 24,261 sh | 24,261 | $732.0K | — | -0.9% |
| 349 | Nvest Financial#349 · 24,240 sh | 24,240 | $731.3K | 0.23% | 0.0% |
| 350 | Lumbard & Kellner#350 · 24,239 sh | 24,239 | $731.3K | 0.22% | +1.6% |
| 351 | SEMPER AUGUSTUS INVESTMENTS GROUP#351 · 23,869 sh | 23,869 | $720.1K | 0.08% | 0.0% |
| 352 | Meridian Wealth Advisors#352 · 23,469 sh | 23,469 | $708.1K | 0.08% | 0.0% |
| 353 | BSW Wealth Partners#353 · 23,327 sh | 23,327 | $703.8K | 0.08% | 0.0% |
| 354 | Equitable#354 · 23,089 sh | 23,089 | $696.6K | <0.01% | -4.2% |
| 355 | Badgley Phelps Wealth Managers#355 · 22,702 sh | 22,702 | $684.9K | — | -9.9% |
| 356 | Kiker Wealth Management#356 · 22,697 sh | 22,697 | $684.8K | 0.27% | +21.0% |
| 357 | MGO ONE SEVEN#357 · 22,547 sh | 22,547 | $680.2K | 0.01% | +3.6% |
| 358 | Ashton Thomas Private Wealth#358 · 22,357 sh | 22,357 | $674.5K | 0.01% | +8.4% |
| 359 | TOCQUEVILLE ASSET MANAGEMENT L.P.#359 · 22,330 sh | 22,330 | $673.7K | <0.01% | +0.5% |
| 360 | S.A. Mason#360 · 22,082 sh | 22,082 | $666.2K | — | -2.2% |
| 361 | Peak Financial Management#361 · 22,000 sh | 22,000 | $663.7K | — | 0.0% |
| 362 | Spectrum Advisors#362 · 21,950 sh | 21,950 | $662.2K | 0.47% | 0.0% |
| 363 | Highland Investment Advisors#363 · 21,860 sh | 21,860 | $659.5K | 0.29% | — |
| 364 | Cobblestone Asset Management#364 · 21,845 sh | 21,845 | $659.1K | — | -0.8% |
| 365 | Savant Capital#365 · 20,296 sh | 20,296 | $655.1K | <0.01% | +99.8% |
| 366 | Stratos Wealth Advisors#366 · 21,654 sh | 21,654 | $653.3K | 0.04% | +0.6% |
| 367 | UNITED CAPITAL FINANCIAL ADVISORS#367 · 21,583 sh | 21,583 | $651.2K | <0.01% | -9.7% |
| 368 | LITTLEJOHN FINANCIAL SERVICES#368 · 21,060 sh | 21,060 | $635.4K | 0.46% | 0.0% |
| 369 | Straight Path Wealth Management#369 · 21,050 sh | 21,050 | $635.1K | — | -19.5% |
| 370 | BOKF, NA#370 · 20,666 sh | 20,666 | $623.5K | <0.01% | -48.4% |
| 371 | Sankala Group#371 · 18,740 sh | 18,740 | $620.2K | 0.41% | 0.0% |
| 372 | OneAscent Financial Services#372 · 20,116 sh | 20,116 | $606.9K | 0.03% | +24.4% |
| 373 | BAROMETER CAPITAL MANAGEMENT#373 · 20,000 sh | 20,000 | $603.4K | 0.17% | +5.3% |
| 374 | Orgel Wealth Management#374 · 20,000 sh | 20,000 | $603.4K | — | 0.0% |
| 375 | WILEY BROS.-AINTREE CAPITAL#375 · 19,526 sh | 19,526 | $593.9K | <0.01% | +4.7% |
| 376 | CITADEL ADVISORS#376 · 19,621 sh | 19,621 | $592.0K | <0.01% | New |
| 377 | WELCH & FORBES#377 · 19,550 sh | 19,550 | $589.8K | <0.01% | 0.0% |
| 378 | INDEPENDENT FINANCIAL GROUP#378 · 19,275 sh | 19,275 | $581.5K | — | +17.9% |
| 379 | OneDigital Investment Advisors#379 · 19,095 sh | 19,095 | $576.1K | <0.01% | 0.0% |
| 380 | Convergence Financial#380 · 18,980 sh | 18,980 | $572.6K | 0.05% | New |
| 381 | MKT Advisors#381 · 18,350 sh | 18,350 | $569.0K | — | -40.2% |
| 382 | Nadler Financial Group#382 · 18,795 sh | 18,795 | $567.0K | — | +19.4% |
| 383 | FIFTH THIRD BANCORP#383 · 18,710 sh | 18,710 | $564.5K | <0.01% | 0.0% |
| 384 | TECTONIC ADVISORS#384 · 18,625 sh | 18,625 | $561.9K | — | 0.0% |
| 385 | Lineweaver Wealth Advisors#385 · 18,615 sh | 18,615 | $561.6K | — | 0.0% |
| 386 | Rice Partnership#386 · 18,548 sh | 18,548 | $559.6K | 0.07% | 0.0% |
| 387 | Perigon Wealth Management#387 · 18,383 sh | 18,383 | $554.6K | — | +7.5% |
| 388 | BEACON FINANCIAL GROUP#388 · 18,040 sh | 18,040 | $544.3K | — | 0.0% |
| 389 | LFA - Lugano Financial Advisors SA#389 · 18,000 sh | 18,000 | $543.2K | 0.33% | New |
| 390 | Manhattan West Asset Management#390 · 17,858 sh | 17,858 | $538.8K | 0.09% | New |
| 391 | ARMSTRONG ADVISORY GROUP#391 · 17,591 sh | 17,591 | $530.7K | — | 0.0% |
| 392 | FOUNDERS FINANCIAL SECURITIES#392 · 17,163 sh | 17,163 | $517.8K | 0.03% | +0.1% |
| 393 | Arcadia Wealth Management#393 · 17,154 sh | 17,154 | $517.5K | — | 0.0% |
| 394 | COMPASS CAPITAL /MA#394 · 15,204 sh | 15,204 | $511.9K | 0.17% | +10.8% |
| 395 | Apollon Financial#395 · 16,963 sh | 16,963 | $511.8K | — | 0.0% |
| 396 | Independent Advisor Alliance#396 · 16,930 sh | 16,930 | $510.8K | 0.01% | -62.2% |
| 397 | SpringVest Wealth Management#397 · 16,814 sh | 16,814 | $507.3K | 0.32% | +0.1% |
| 398 | Tradition Wealth Management#398 · 16,729 sh | 16,729 | $504.7K | 0.03% | 0.0% |
| 399 | Invariant Investment Management#399 · 15,875 sh | 15,875 | $498.6K | — | 0.0% |
| 400 | NORTHERN#400 · 16,389 sh | 16,389 | $494.5K | <0.01% | +73.1% |
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.