Sprott Physical Gold Trust (PHYS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 658
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | PECAUT#501 · 8,700 sh | 8,700 | $262.5K | 0.08% | 0.0% |
| 502 | Strait & Sound Wealth Management#502 · 8,686 sh | 8,686 | $262.1K | 0.09% | -1.1% |
| 503 | Allen Capital Group#503 · 8,658 sh | 8,658 | $261.2K | 0.02% | 0.0% |
| 504 | Spectrum Planning & Advisory Services#504 · 8,650 sh | 8,650 | $261.0K | 0.12% | 0.0% |
| 505 | Asset Advisors Investment Management#505 · 8,600 sh | 8,600 | $259.5K | — | 0.0% |
| 506 | Western Wealth Management#506 · 8,545 sh | 8,545 | $257.8K | <0.01% | -2.6% |
| 507 | RWA WEALTH PARTNERS#507 · 8,500 sh | 8,500 | $256.4K | <0.01% | 0.0% |
| 508 | Quotient Wealth Partners#508 · 8,382 sh | 8,382 | $252.9K | <0.01% | -2.5% |
| 509 | Live Oak Private Wealth#509 · 8,295 sh | 8,295 | $250.3K | 0.03% | 0.0% |
| 510 | Nelson, Van Denburg & Campbell Wealth Management Group#510 · 8,232 sh | 8,232 | $248.4K | — | -1.6% |
| 511 | Focus Partners Advisor Solutions#511 · 8,188 sh | 8,188 | $247.0K | <0.01% | -7.9% |
| 512 | Forum Financial Management#512 · 8,169 sh | 8,169 | $246.5K | — | 0.0% |
| 513 | Ledyard National Bank#513 · 8,124 sh | 8,124 | $245.1K | — | -0.8% |
| 514 | BLB&B Advisors#514 · 8,095 sh | 8,095 | $244.2K | <0.01% | +0.2% |
| 515 | HB Wealth Management#515 · 8,084 sh | 8,084 | $243.9K | — | +0.5% |
| 516 | Parallel Advisors#516 · 8,053 sh | 8,053 | $243.0K | <0.01% | 0.0% |
| 517 | WOODMONT INVESTMENT COUNSEL#517 · 8,050 sh | 8,050 | $242.9K | 0.01% | 0.0% |
| 518 | Summit Financial Wealth Advisors#518 · 8,000 sh | 8,000 | $241.4K | — | 0.0% |
| 519 | ROBINSON SMITH WEALTH ADVISORS#519 · 8,000 sh | 8,000 | $241.4K | — | 0.0% |
| 520 | Uniting Wealth Partners#520 · 8,000 sh | 8,000 | $241.4K | 0.05% | 0.0% |
| 521 | ANCHYRA PARTNERS#521 · 8,000 sh | 8,000 | $241.4K | — | 0.0% |
| 522 | Hamrick Investment Counsel#522 · 8,000 sh | 8,000 | $241.4K | 0.16% | -1.2% |
| 523 | Total Clarity Wealth Management#523 · 7,960 sh | 7,960 | $240.2K | — | New |
| 524 | Cannon Advisors#524 · 7,817 sh | 7,817 | $239.0K | — | 0.0% |
| 525 | IEQ CAPITAL#525 · 7,921 sh | 7,921 | $239.0K | <0.01% | -48.2% |
| 526 | GWN SECURITIES#526 · 7,818 sh | 7,818 | $235.9K | 0.04% | +21.1% |
| 527 | Box Hill Private Wealth#527 · 7,750 sh | 7,750 | $233.8K | — | 0.0% |
| 528 | McAdam#528 · 7,697 sh | 7,697 | $232.2K | — | -20.6% |
| 529 | PROFESSIONAL ADVISORY SERVICES#529 · 7,700 sh | 7,700 | $232.0K | — | +10.0% |
| 530 | Sigma Planning#530 · 7,675 sh | 7,675 | $231.6K | — | -1.5% |
| 531 | Towneley Capital Management, / DE#531 · 7,510 sh | 7,510 | $226.6K | — | 0.0% |
| 532 | Forvis Mazars Wealth Advisors#532 · 7,492 sh | 7,492 | $226.0K | — | 0.0% |
| 533 | Prime Capital Investment Advisors#533 · 7,487 sh | 7,487 | $225.9K | — | -13.2% |
| 534 | MANCHESTER FINANCIAL#534 · 7,360 sh | 7,360 | $222.1K | — | 0.0% |
| 535 | TOTAL INVESTMENT MANAGEMENT#535 · 7,191 sh | 7,191 | $220.0K | — | 0.0% |
| 536 | BESSEMER GROUP#536 · 7,263 sh | 7,263 | $219.0K | <0.01% | 0.0% |
| 537 | Coastwise Capital Group#537 · 7,200 sh | 7,200 | $217.2K | 0.13% | 0.0% |
| 538 | NFP Retirement#538 · 7,079 sh | 7,079 | $213.6K | 0.01% | +0.6% |
| 539 | Redhawk Wealth Advisors#539 · 7,019 sh | 7,019 | $211.8K | — | 0.0% |
| 540 | Meredith Wealth Planning#540 · 6,890 sh | 6,890 | $207.9K | — | 0.0% |
| 541 | Joseph P. Lucia & Associates#541 · 6,855 sh | 6,855 | $206.8K | 0.06% | -1.4% |
| 542 | Principia Wealth Advisory#542 · 6,845 sh | 6,845 | $206.5K | 0.10% | +4.2% |
| 543 | Summit Financial Strategies#543 · 6,692 sh | 6,692 | $201.9K | — | +1.4% |
| 544 | Willow Creek Wealth Management#544 · 6,680 sh | 6,680 | $201.5K | — | — |
| 545 | Wilmington Savings Fund Society, FSB#545 · 6,500 sh | 6,500 | $196.1K | — | 0.0% |
| 546 | Birchwood Financial Partners#546 · 5,957 sh | 5,957 | $179.7K | 0.15% | -2.3% |
| 547 | Community Financial Services Group#547 · 5,420 sh | 5,420 | $164.6K | — | +8.0% |
| 548 | Colonial Advisors#548 · 5,450 sh | 5,450 | $164.4K | 0.01% | +9.0% |
| 549 | Evergreen Private Wealth#549 · 5,400 sh | 5,400 | $162.9K | 0.06% | 0.0% |
| 550 | Medallion Wealth Advisors#550 · 5,265 sh | 5,265 | $158.8K | 0.05% | +9.5% |
| 551 | Nalls Sherbakoff Group#551 · 5,226 sh | 5,226 | $157.7K | 0.11% | 0.0% |
| 552 | Arlington#552 · 5,206 sh | 5,206 | $157.1K | — | 0.0% |
| 553 | MTM Investment Management#553 · 5,200 sh | 5,200 | $156.9K | 0.04% | +333.3% |
| 554 | PRIVATE NA#554 · 5,000 sh | 5,000 | $150.8K | — | 0.0% |
| 555 | Bulwark Capital#555 · 4,782 sh | 4,782 | $144.3K | — | +231.4% |
| 556 | Pacific Center for Financial Services#556 · 4,705 sh | 4,705 | $141.9K | — | 0.0% |
| 557 | Ronald Blue#557 · 4,216 sh | 4,216 | $127.2K | — | +29.6% |
| 558 | Smartleaf Asset Management#558 · 3,937 sh | 3,937 | $119.2K | <0.01% | 0.0% |
| 559 | WEBSTER BANK, N. A.#559 · 3,925 sh | 3,925 | $118.4K | 0.01% | +3.7% |
| 560 | EVERMAY WEALTH MANAGEMENT#560 · 3,906 sh | 3,906 | $117.8K | 0.01% | 0.0% |
| 561 | Keating Financial Advisory Services#561 · 3,747 sh | 3,747 | $113.0K | 0.01% | 0.0% |
| 562 | Dogwood Wealth Management#562 · 3,602 sh | 3,602 | $108.7K | 0.04% | 0.0% |
| 563 | ACTION POINT FINANCIAL PLANNING#563 · 3,581 sh | 3,581 | $108.0K | 0.01% | New |
| 564 | Caldwell#564 · 3,485 sh | 3,485 | $105.1K | <0.01% | -50.0% |
| 565 | Purpose Unlimited#565 · 3,300 sh | 3,300 | $99.7K | <0.01% | 0.0% |
| 566 | Evelyn Partners Group Ltd#566 · 3,250 sh | 3,250 | $98.1K | <0.01% | — |
| 567 | Continuum Advisory#567 · 3,231 sh | 3,231 | $97.5K | <0.01% | New |
| 568 | Ritter Daniher Financial Advisory / DE#568 · 3,200 sh | 3,200 | $96.5K | 0.01% | 0.0% |
| 569 | Salomon & Ludwin#569 · 3,059 sh | 3,059 | $92.8K | <0.01% | 0.0% |
| 570 | First Command Advisory Services#570 · 2,812 sh | 2,812 | $84.8K | <0.01% | 0.0% |
| 571 | ATLAS CAPITAL ADVISORS#571 · 2,700 sh | 2,700 | $81.5K | <0.01% | 0.0% |
| 572 | 1620 INVESTMENT ADVISORS#572 · 2,622 sh | 2,622 | $79.1K | 0.05% | -9.5% |
| 573 | Bellecapital International Ltd.#573 · 2,600 sh | 2,600 | $78.4K | — | New |
| 574 | FRANKLIN RESOURCES#574 · 2,580 sh | 2,580 | $77.8K | 0.00% | -26.3% |
| 575 | BlackRock#575 · 2,570 sh | 2,570 | $77.6K | 0.00% | 0.0% |
| 576 | Plante Moran Financial Advisors#576 · 2,478 sh | 2,478 | $74.8K | <0.01% | New |
| 577 | Halbert, Hargrove/Russell#577 · 2,400 sh | 2,400 | $72.4K | — | 0.0% |
| 578 | Regatta Research & Money Management#578 · 2,335 sh | 2,335 | $70.4K | 0.07% | — |
| 579 | Game Plan Financial Advisors#579 · 2,245 sh | 2,245 | $67.7K | 0.03% | New |
| 580 | NBC SECURITIES#580 · 2,225 sh | 2,225 | $67.1K | — | 0.0% |
| 581 | Wilkerson Advisory Group#581 · 2,198 sh | 2,198 | $66.3K | — | 0.0% |
| 582 | Pinnacle Wealth Planning Services#582 · 2,177 sh | 2,177 | $65.7K | <0.01% | 0.0% |
| 583 | DiNuzzo Private Wealth#583 · 2,135 sh | 2,135 | $64.4K | — | 0.0% |
| 584 | CALDWELL SUTTER CAPITAL#584 · 2,005 sh | 2,005 | $60.5K | 0.02% | -3.4% |
| 585 | MCGUIRE CAPITAL ADVISORS#585 · 1,950 sh | 1,950 | $58.8K | 0.03% | 0.0% |
| 586 | US BANCORP \DE\#586 · 1,874 sh | 1,874 | $56.5K | <0.01% | +4.1% |
| 587 | Global Retirement Partners#587 · 1,829 sh | 1,829 | $55.2K | <0.01% | — |
| 588 | MARSHALL INVESTMENT MANAGEMENT#588 · 1,785 sh | 1,785 | $53.9K | 0.02% | New |
| 589 | CHILTON CAPITAL MANAGEMENT#589 · 1,701 sh | 1,701 | $51.3K | <0.01% | 0.0% |
| 590 | ASSETMARK#590 · 1,609 sh | 1,609 | $48.5K | — | +15.8% |
| 591 | Concord Wealth Partners#591 · 1,600 sh | 1,600 | $48.3K | <0.01% | New |
| 592 | Main Street Group, LTD#592 · 1,530 sh | 1,530 | $46.2K | 0.01% | 0.0% |
| 593 | Intelligent Financial Strategies#593 · 1,518 sh | 1,518 | $45.8K | — | 0.0% |
| 594 | TrueNorth#594 · 1,500 sh | 1,500 | $45.3K | <0.01% | New |
| 595 | Quent Capital#595 · 1,461 sh | 1,461 | $44.1K | <0.01% | -27.0% |
| 596 | Strategic Advocates#596 · 1,444 sh | 1,444 | $43.6K | 0.17% | -16.6% |
| 597 | EASTERN BANK#597 · 1,434 sh | 1,434 | $43.3K | — | 0.0% |
| 598 | Spire Wealth Management#598 · 1,377 sh | 1,377 | $41.5K | <0.01% | -91.7% |
| 599 | Cheviot Value Management#599 · 1,365 sh | 1,365 | $41.2K | <0.01% | 0.0% |
| 600 | Corsicana#600 · 1,364 sh | 1,364 | $41.2K | 0.02% | New |
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.