Sprott Physical Gold Trust (PHYS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 658
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Capital Investment Advisors#401 · 16,270 sh | 16,270 | $490.9K | — | 0.0% |
| 402 | HORIZON KINETICS ASSET MANAGEMENT#402 · 16,262 sh | 16,262 | $490.6K | <0.01% | 0.0% |
| 403 | Wealthspire Advisors#403 · 16,228 sh | 16,228 | $489.6K | <0.01% | -3.0% |
| 404 | Allworth Financial#404 · 16,153 sh | 16,153 | $487.3K | <0.01% | -48.4% |
| 405 | Veracity Capital#405 · 16,086 sh | 16,086 | $485.3K | — | -4.7% |
| 406 | IFG Advisory#406 · 15,843 sh | 15,843 | $478.0K | 0.02% | New |
| 407 | apricus wealth#407 · 15,700 sh | 15,700 | $473.7K | — | +8.3% |
| 408 | Synergy Financial Management#408 · 15,670 sh | 15,670 | $472.8K | 0.04% | -0.3% |
| 409 | TFR Capital#409 · 15,640 sh | 15,640 | $471.9K | 0.13% | 0.0% |
| 410 | Rockport Wealth#410 · 15,615 sh | 15,615 | $471.1K | 0.08% | +1.3% |
| 411 | TOWER BRIDGE ADVISORS#411 · 15,601 sh | 15,601 | $470.7K | 0.04% | +19.1% |
| 412 | Darwin Wealth Management#412 · 15,359 sh | 15,359 | $463.4K | 0.13% | 0.0% |
| 413 | Cannon Financial Strategists#413 · 15,327 sh | 15,327 | $462.4K | — | 0.0% |
| 414 | Financial Enhancement Group#414 · 15,191 sh | 15,191 | $458.3K | — | 0.0% |
| 415 | Family Capital#415 · 15,030 sh | 15,030 | $453.3K | — | 0.0% |
| 416 | Baker Ellis Asset Management#416 · 15,000 sh | 15,000 | $452.6K | — | 0.0% |
| 417 | SIGNATUREFD#417 · 15,000 sh | 15,000 | $452.6K | — | 0.0% |
| 418 | Bank Julius Baer & Ltd, Zurich#418 · 14,850 sh | 14,850 | $450.1K | <0.01% | +4.0% |
| 419 | AlphaStar Capital Management#419 · 14,892 sh | 14,892 | $449.3K | — | -19.2% |
| 420 | Focus Financial Network#420 · 14,891 sh | 14,891 | $449.3K | — | -27.7% |
| 421 | Alpha Financial Partners#421 · 14,622 sh | 14,622 | $441.2K | 0.23% | New |
| 422 | Vawter Financial, Ltd.#422 · 14,500 sh | 14,500 | $437.5K | 0.16% | 0.0% |
| 423 | Burton Enright Welch#423 · 14,071 sh | 14,071 | $424.5K | 0.05% | 0.0% |
| 424 | SAPIENT CAPITAL#424 · 13,889 sh | 13,889 | $419.0K | — | 0.0% |
| 425 | UHLMANN PRICE SECURITIES#425 · 13,881 sh | 13,881 | $418.8K | 0.02% | New |
| 426 | Heritage#426 · 13,847 sh | 13,847 | $417.8K | 0.04% | 0.0% |
| 427 | Koshinski Asset Management#427 · 13,764 sh | 13,764 | $415.3K | 0.02% | 0.0% |
| 428 | Coppell Advisory Solutions#428 · 220 sh | 220 | $411.8K | 0.03% | New |
| 429 | Investor's Fiduciary Advisor Network#429 · 13,595 sh | 13,595 | $410.0K | 0.14% | 0.0% |
| 430 | Advisors Capital Management#430 · 13,555 sh | 13,555 | $409.0K | <0.01% | +104.3% |
| 431 | Soltis Investment Advisors#431 · 13,430 sh | 13,430 | $405.2K | 0.02% | -2.0% |
| 432 | Neuberger Berman Group#432 · 13,374 sh | 13,374 | $403.5K | <0.01% | 0.0% |
| 433 | Wealth Alliance Advisory Group#433 · 13,289 sh | 13,289 | $400.9K | — | 0.0% |
| 434 | HBK Sorce Advisory#434 · 12,273 sh | 12,273 | $394.3K | <0.01% | -19.7% |
| 435 | BEARING POINT CAPITAL#435 · 13,000 sh | 13,000 | $392.2K | 0.05% | 0.0% |
| 436 | Hunter Perkins Capital Management#436 · 12,819 sh | 12,819 | $387.0K | 0.09% | +18.5% |
| 437 | Kovack Advisors#437 · 12,737 sh | 12,737 | $386.1K | 0.02% | +48.9% |
| 438 | Clarity Financial#438 · 12,658 sh | 12,658 | $381.9K | 0.03% | +4.9% |
| 439 | Bleichroeder#439 · 12,540 sh | 12,540 | $378.3K | 0.07% | 0.0% |
| 440 | NATIONS FINANCIAL GROUP , /IA#440 · 12,519 sh | 12,519 | $377.7K | 0.02% | -31.1% |
| 441 | HM PAYSON#441 · 12,504 sh | 12,504 | $377.2K | <0.01% | +14.7% |
| 442 | Oliver Luxxe Assets#442 · 12,495 sh | 12,495 | $377.0K | — | 0.0% |
| 443 | 55 North Private Wealth#443 · 12,262 sh | 12,262 | $369.9K | — | -7.3% |
| 444 | Atria Investments#444 · 12,254 sh | 12,254 | $369.7K | — | -63.0% |
| 445 | FSA Advisors#445 · 12,129 sh | 12,129 | $365.9K | 0.17% | +1.7% |
| 446 | WCG Wealth Advisors#446 · 12,100 sh | 12,100 | $365.1K | <0.01% | 0.0% |
| 447 | CWA Asset Management Group#447 · 12,087 sh | 12,087 | $364.7K | — | 0.0% |
| 448 | MENLO ADVISORS#448 · 12,000 sh | 12,000 | $362.0K | 0.16% | 0.0% |
| 449 | Capital Asset Advisory Services#449 · 11,621 sh | 11,621 | $350.6K | 0.01% | +9.4% |
| 450 | Forza Wealth Management#450 · 11,613 sh | 11,613 | $350.4K | — | 0.0% |
| 451 | HARMONY ASSET MANAGEMENT#451 · 11,579 sh | 11,579 | $349.3K | — | -46.4% |
| 452 | Stonehage Fleming Financial Services Ltd#452 · 11,551 sh | 11,551 | $348.5K | 0.01% | +95.5% |
| 453 | NICOLET BANKSHARES#453 · 11,035 sh | 11,035 | $346.6K | 0.01% | 0.0% |
| 454 | Fairway Wealth#454 · 11,111 sh | 11,111 | $335.2K | 0.08% | 0.0% |
| 455 | Beacon Financial Advisory#455 · 11,027 sh | 11,027 | $332.7K | — | -2.6% |
| 456 | HOEY INVESTMENTS#456 · 11,000 sh | 11,000 | $331.9K | 0.04% | 0.0% |
| 457 | Crusonia Wealth Advisors#457 · 10,949 sh | 10,949 | $330.3K | — | -26.0% |
| 458 | Apriem Advisors#458 · 10,871 sh | 10,871 | $328.0K | 0.03% | -2.4% |
| 459 | Allied Private Wealth#459 · 10,654 sh | 10,654 | $327.3K | 0.21% | — |
| 460 | Princeton Global Asset Management#460 · 10,800 sh | 10,800 | $325.8K | — | -16.3% |
| 461 | Stillwater Wealth Management Group#461 · 10,800 sh | 10,800 | $325.8K | — | 0.0% |
| 462 | Modera Wealth Management#462 · 10,776 sh | 10,776 | $325.1K | <0.01% | 0.0% |
| 463 | Douglass Winthrop Advisors#463 · 10,670 sh | 10,670 | $321.9K | <0.01% | 0.0% |
| 464 | INTEGRITY ALLIANCE#464 · 10,639 sh | 10,639 | $321.0K | 0.01% | +11.3% |
| 465 | Almanack Investment Partners#465 · 10,594 sh | 10,594 | $319.6K | 0.04% | 0.0% |
| 466 | B. Riley Wealth Advisors#466 · 10,458 sh | 10,458 | $316.6K | — | -4.6% |
| 467 | Diligent Investors#467 · 10,485 sh | 10,485 | $316.3K | — | 0.0% |
| 468 | Dorsey & Whitney#468 · 10,380 sh | 10,380 | $313.2K | 0.02% | 0.0% |
| 469 | WealthBridge Capital Management#469 · 10,297 sh | 10,297 | $310.7K | — | +1.3% |
| 470 | Investment Partners Asset Management#470 · 10,254 sh | 10,254 | $309.4K | — | +0.8% |
| 471 | CAPITAL CITY#471 · 10,250 sh | 10,250 | $309.2K | — | -6.0% |
| 472 | Carnegie Lake Advisors#472 · 10,200 sh | 10,200 | $307.7K | 0.11% | 0.0% |
| 473 | Secure Asset Management#473 · 10,167 sh | 10,167 | $306.7K | — | 0.0% |
| 474 | Mutual Advisors#474 · 10,116 sh | 10,116 | $305.2K | <0.01% | 0.0% |
| 475 | MONETA GROUP INVESTMENT ADVISORS#475 · 10,104 sh | 10,104 | $304.8K | <0.01% | -9.5% |
| 476 | Resurgent Financial Advisors#476 · 10,065 sh | 10,065 | $303.7K | 0.08% | +0.7% |
| 477 | Snowden Capital Advisors#477 · 10,035 sh | 10,035 | $302.8K | <0.01% | -9.1% |
| 478 | Clientfirst Wealth Management#478 · 10,000 sh | 10,000 | $301.7K | 0.25% | 0.0% |
| 479 | Mendota Financial Group#479 · 10,000 sh | 10,000 | $301.7K | — | 0.0% |
| 480 | GLENMEDE NA#480 · 10,000 sh | 10,000 | $301.7K | <0.01% | 0.0% |
| 481 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#481 · 10,000 sh | 10,000 | $301.7K | — | 0.0% |
| 482 | Smithfield#482 · 9,850 sh | 9,850 | $298.0K | 0.01% | +0.5% |
| 483 | ZACKS INVESTMENT MANAGEMENT#483 · 9,866 sh | 9,866 | $297.7K | <0.01% | +12.7% |
| 484 | Stonebridge Capital Advisors#484 · 9,850 sh | 9,850 | $297.2K | 0.02% | 0.0% |
| 485 | Willis Johnson & Associates#485 · 9,823 sh | 9,823 | $296.4K | 0.02% | -9.2% |
| 486 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#486 · 9,716 sh | 9,716 | $295.1K | 0.02% | -0.9% |
| 487 | J.E. Simmons & , P.C.#487 · 9,700 sh | 9,700 | $292.6K | 0.16% | 0.0% |
| 488 | Inspire Advisors#488 · 9,594 sh | 9,594 | $289.6K | 0.02% | -1.0% |
| 489 | Wealth Dimensions Group, Ltd.#489 · 9,500 sh | 9,500 | $286.6K | 0.05% | 0.0% |
| 490 | CFO4Life Group#490 · 9,494 sh | 9,494 | $286.4K | 0.04% | New |
| 491 | BCV Asset Management#491 · 9,377 sh | 9,377 | $284.2K | <0.01% | New |
| 492 | OAK FAMILY ADVISORS#492 · 9,373 sh | 9,373 | $282.8K | — | -11.1% |
| 493 | STANSBERRY ASSET MANAGEMENT#493 · 9,150 sh | 9,150 | $276.1K | 0.03% | +14.4% |
| 494 | Clear Harbor Asset Management#494 · 9,119 sh | 9,119 | $275.1K | 0.02% | 0.0% |
| 495 | CENTAURUS FINANCIAL#495 · 9,095 sh | 9,095 | $274.0K | 0.01% | +27.9% |
| 496 | Plan Group Financial#496 · 9,000 sh | 9,000 | $271.5K | — | -3.2% |
| 497 | HARBOR INVESTMENT ADVISORY#497 · 8,940 sh | 8,940 | $269.7K | — | 0.0% |
| 498 | Accurate Wealth Management#498 · 8,595 sh | 8,595 | $266.4K | — | 0.0% |
| 499 | Pinnacle Family Advisors#499 · 8,790 sh | 8,790 | $265.2K | 0.11% | New |
| 500 | CoreCap Advisors#500 · 8,745 sh | 8,745 | $263.8K | — | -2.6% |
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.