SPROTT PHYSICAL GOLD TRUST (PHYS) Institutional Ownership Changes & 13F Activity

SPROTT PHYSICAL GOLD TRUST (PHYS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Matrix Private Capital Group, Sequoia Financial Advisors, Semper Augustus Investments Group, Scion Asset Management, and First Eagle U.S. Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Matrix Private Capital GroupBuy30,76970,408$2,495,260
Q1 2026Sequoia Financial AdvisorsBuy1,04828,546$1,011,671
Q4 2025Matrix Private Capital GroupBuy17,57739,639$1,308,880
Q4 2025Sequoia Financial AdvisorsBuy73327,498$907,984
Q3 2025Sequoia Financial AdvisorsBuy9,13126,765$792,780
Q3 2025Matrix Private Capital GroupBuy8,63222,062$653,476
Q2 2025Matrix Private Capital GroupSell-6,29013,430$340,451
Q2 2025Sequoia Financial AdvisorsBuy4,37517,634$447,022
Q1 2025Sequoia Financial AdvisorsBuy53513,259$319,012
Q4 2024Sequoia Financial AdvisorsBuy12,72412,724$256,262
Q2 2024Semper Augustus Investments GroupBuy23,86923,869$431,074
Q1 2024Scion Asset ManagementBuy440,729440,729$7,624,612
Q1 2022Matrix Private Capital GroupBuy1,10019,720$303
Q3 2021Matrix Private Capital GroupBuy2,50018,620$257
Q2 2021Matrix Private Capital GroupBuy70016,120$226
Q1 2021Matrix Private Capital GroupBuy15,42015,420$207
Q1 2017First Eagle U.S. ValueBuy12,54012,540$128

Frequently asked questions about PHYS activity

  • Which institutional owners are buying PHYS?

    Institutional owners buying PHYS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PHYS activity?

    "Buy" means an investor increased their reported position in PHYS compared to the prior reporting period. This reflects growing exposure to SPROTT PHYSICAL GOLD TRUST (PHYS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PHYS increasing?

    Institutional interest in PHYS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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