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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Weiss Asset Management Lp, Susquehanna International Group, Llp, Jane Street Group, Llc, Osaic Holdings, Inc., and Blueprint Financial Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+9,833+1.5%647,375$19.53MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-400-53.3%350$10.56KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+19,62119,621$591.97KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-44,518-31.4%97,309$2.94MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+42,123+7.9%578,626$17.46MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-4,857-1.9%251,623$7.59MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+195,849195,849$5.91MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-45,612-2.9%1,510,702$45.58MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-100-1.1%8,686$262.06KQ2 2026Aug 18, 2026
Parvin Asset Management, LlcSell-8,775-97.0%270$8.15KQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Sell-6,867-3.5%189,860$5.73MQ2 2026Aug 17, 2026
Stonehage Fleming Financial Services Holdings LtdBuy+5,643+95.5%11,551$348.49KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,318-9.7%21,583$651.16KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,985+27.9%9,095$274.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,013-4.2%23,089$696.60KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+201+1.7%12,129$365.93KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+50+20.0%300$9.05KQ2 2026Aug 17, 2026
Weiss Asset Management LpBuy+1,611,6471,611,647$48.62MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+867,637+2345.4%904,630$27.29MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-651,449-47.3%724,931$21.87MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+320,321+39.3%1,135,838$34.27MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcSell-273,896-83.4%54,593$1.65MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+247,898+881.5%276,021$8.33MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+222,049+2.4%9,287,092$280.19MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+215,554+228.6%309,862$9.35MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+169,317+12.5%1,525,066$46.01MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+152,989+83.9%335,233$10.11MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+93,183+76.3%215,362$6.50MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-91,773-5.2%1,680,632$50.67MQ2 2026Aug 14, 2026
Heritage Wealth AdvisorsSell-87,815-1.8%4,706,640$142.00MQ2 2026Aug 14, 2026
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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.