PHYS Institutional Ownership & Shareholders
SPROTT PHYSICAL GOLD TRUST (PHYS) is currently held by 651 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of PHYS tracked by InsiderSet, reporting ownership valued at approximately $280.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $284.84M, representing an estimated gain of +1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed PHYS value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Central Trust Co, Federation Des Caisses Desjardins Du Quebec, and several other long-term asset managers with concentrated positions in SPROTT PHYSICAL GOLD TRUST (PHYS).
This page ranks the largest institutional PHYS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
651
Total Reported Value
$4.22B
Largest Holder
Royal Bank Of Canada
Largest Position
$280.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.05% | 9,287,092 | $280,193,000 | $284,835,112 | +$4,642,112 | +1.66% | |
| Central Trust Co | 3.21% | 5,891,785 | $177,755,146 | $180,701,046 | +$2,945,900 | +1.66% | |
| Federation Des Caisses Desjardins Du Quebec | 0.54% | 5,889,428 | $177,180,747 | $180,628,757 | +$3,448,010 | +1.95% | |
| Morgan Stanley | 0.01% | 5,242,209 | $158,157,448 | $160,778,550 | +$2,621,102 | +1.66% | |
| Heritage Wealth Advisors | 4.87% | 4,706,640 | $141,999,329 | $144,352,649 | +$2,353,320 | +1.66% | |
| Pekin Hardy Strauss, Inc. | 12.15% | 4,418,942 | $138,180,316 | $135,528,951 | -$2,651,365 | -1.92% | |
| Evanson Asset Management, Llc | 7.30% | 3,839,307 | $136,065,027 | $117,751,546 | -$18,313,481 | -13.46% | |
| Jupiter Asset Management Ltd | 0.52% | 3,426,260 | $103,798,547 | $105,083,394 | +$1,284,847 | +1.24% | |
| Imc-Chicago, Llc | 0.90% | 3,250,316 | $98,062,034 | $99,687,192 | +$1,625,158 | +1.66% | |
| Captrust Financial Advisors | 0.12% | 2,536,730 | $76,533,144 | $77,801,509 | +$1,268,365 | +1.66% | |
| Lpl Financial Llc | 0.02% | 2,315,840 | $69,868,890 | $71,026,813 | +$1,157,923 | +1.66% | |
| Matauro, Llc | 8.35% | 2,174,512 | $67,996,982 | $66,692,283 | -$1,304,699 | -1.92% | |
| Bleakley Financial Group, Llc | 0.86% | 2,234,144 | $67,404,115 | $68,521,196 | +$1,117,081 | +1.66% | |
| Kestra Advisory Services, Llc | 0.19% | 2,107,253 | $65,893,801 | $64,629,450 | -$1,264,351 | -1.92% | |
| Intesa Sanpaolo Wealth Management | 10.70% | 2,026,555 | $63,370,374 | $62,154,442 | -$1,215,932 | -1.92% | |
| Sprott Inc. | 2.05% | 2,054,043 | $61,972,156 | $62,997,499 | +$1,025,343 | +1.65% | |
| Raymond James Financial Inc | 0.02% | 1,976,995 | $59,645,940 | $60,634,437 | +$988,497 | +1.66% | |
| Envestnet Asset Management Inc | 0.01% | 1,711,864 | $51,646,932 | $52,502,869 | +$855,937 | +1.66% | |
| Wells Fargo & Company/Mn | 0.01% | 1,680,632 | $50,673,301 | $51,544,983 | +$871,682 | +1.72% | |
| Cetera Investment Advisers | 0.05% | 1,658,246 | $50,029,283 | $50,858,405 | +$829,122 | +1.66% | |
| Southstate Bank Corp | 2.08% | 1,651,138 | $49,814,834 | $50,640,402 | +$825,568 | +1.66% | |
| Weiss Asset Management Lp | 0.54% | 1,611,647 | $48,623,390 | $49,429,213 | +$805,823 | +1.66% | |
| Goldman Sachs Group Inc | 0.00% | 1,525,066 | $46,011,241 | $46,773,774 | +$762,533 | +1.66% | |
| Beacon Pointe Advisors, Llc | 0.21% | 1,510,702 | $45,577,878 | $46,333,230 | +$755,352 | +1.66% | |
| Forest Hill Capital, Llc | 33.63% | 1,448,500 | $43,701,245 | $44,425,495 | +$724,250 | +1.66% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,346,014 | $42,089,860 | $41,282,249 | -$807,611 | -1.92% | |
| Osaic Holdings, Inc. | 0.04% | 1,135,838 | $34,267,914 | $34,836,151 | +$568,237 | +1.66% | |
| Jpmorgan Chase & Co | 0.00% | 1,109,628 | $33,588,440 | $34,032,291 | +$443,851 | +1.32% | |
| Capital Wealth Alliance, Llc | 13.42% | 982,615 | $30,729,839 | $30,136,802 | -$593,037 | -1.93% | |
| Auxano Advisors, Llc | 5.32% | 929,843 | $28,053,364 | $28,518,285 | +$464,921 | +1.66% | |
| Susquehanna International Group, Llp | 0.02% | 904,630 | $27,292,687 | $27,745,002 | +$452,315 | +1.66% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 4.87% | 845,580 | $25,511,496 | $25,933,939 | +$422,443 | +1.66% | |
| Van Den Berg Management I, Inc | 5.29% | 829,987 | $25,040,707 | $25,455,701 | +$414,994 | +1.66% | |
| Bank Of America Corp | 0.00% | 818,688 | $24,699,817 | $25,109,161 | +$409,344 | +1.66% | |
| Cibc World Market Inc. | 0.04% | 811,023 | $24,468,564 | $24,874,075 | +$405,511 | +1.66% | |
| Tcp Asset Management, Llc | 2.74% | 776,853 | $24,245,592 | $23,826,082 | -$419,510 | -1.73% | |
| Tidal Investments Llc | 0.06% | 774,770 | $23,374,811 | $23,762,196 | +$387,385 | +1.66% | |
| Bank Of Montreal | 0.01% | 773,714 | $23,336,682 | $23,729,808 | +$393,126 | +1.68% | |
| Stifel Financial Corp | 0.02% | 764,656 | $23,069,691 | $23,452,000 | +$382,309 | +1.66% | |
| Basepoint Wealth Llc | 12.62% | 730,965 | $22,053,214 | $22,418,697 | +$365,483 | +1.66% | |
| Jane Street Group, Llc | 0.01% | 724,931 | $21,871,169 | $22,233,634 | +$362,465 | +1.66% | |
| Cyndeo Wealth Partners, Llc | 0.93% | 659,619 | $20,626,294 | $20,230,515 | -$395,779 | -1.92% | |
| Integrated Wealth Concepts Llc | 0.13% | 647,375 | $19,531,309 | $19,854,991 | +$323,682 | +1.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 623,444 | $19,451,447 | $19,121,027 | -$330,420 | -1.70% | |
| Leavell Investment Management, Inc. | 0.69% | 623,701 | $18,817,385 | $19,128,910 | +$311,525 | +1.66% | |
| Cannell & Spears Llc | 0.33% | 617,290 | $18,623,639 | $18,932,284 | +$308,645 | +1.66% | |
| Marex Group Plc | 0.16% | 613,413 | $18,506,670 | $18,813,377 | +$306,707 | +1.66% | |
| O'Brien Greene & Co. Inc | 4.92% | 591,138 | $17,834,633 | $18,130,202 | +$295,569 | +1.66% | |
| Private Advisor Group, Llc | 0.08% | 583,775 | $17,612,528 | $17,904,379 | +$291,851 | +1.66% | |
| Wealthcare Advisory Partners Llc | 0.30% | 559,996 | $17,511,075 | $17,175,077 | -$335,998 | -1.92% |
Frequently asked questions about PHYS
Who are the largest institutional holders of PHYS?
The largest institutional holders of PHYS reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Central Trust Co, Federation Des Caisses Desjardins Du Quebec, Morgan Stanley, and Heritage Wealth Advisors. InsiderSet ranks institutional holders by their latest reported PHYS position.
What is PHYS institutional ownership?
This page tracks PHYS positions reported by institutional investment managers through SEC Form 13F. SPROTT PHYSICAL GOLD TRUST (PHYS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PHYS?
InsiderSet currently tracks 651 institutional managers reporting PHYS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PHYS shareholders.
How much PHYS stock do institutions own?
Institutional investment managers disclosed approximately $4.22B in PHYS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PHYS institutional ownership last updated?
The latest PHYS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PHYS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PHYS position after the reporting date.
Are institutions buying or selling PHYS?
Institutional buying and selling can be analyzed by comparing PHYS positions across consecutive 13F reporting periods. InsiderSet's PHYS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PHYS ownership changes.
How has PHYS institutional ownership changed over time?
InsiderSet tracks PHYS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.