SPROTT PHYSICAL GOLD TRUST (PHYS) Institutional Shareholders
SPROTT PHYSICAL GOLD TRUST (PHYS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.20B in PHYS holdings during the latest filing period.
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 $328.11M, representing an estimated gain of +17.10% 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
642
Total Reported Value
$4.20B
Largest Holder
Royal Bank Of Canada
Largest Position
$280.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | $328,112,960 | +$47,919,960 | +17.10% | |
| Central Trust Co | 3.21% | 5,891,785 | $177,755,146 | $208,156,764 | +$30,401,618 | +17.10% | |
| Federation Des Caisses Desjardins Du Quebec | 0.54% | 5,889,428 | $177,180,747 | $208,073,491 | +$30,892,744 | +17.44% | |
| Morgan Stanley | 0.01% | 5,242,209 | $158,157,448 | $185,207,244 | +$27,049,796 | +17.10% | |
| Heritage Wealth Advisors | 4.87% | 4,706,640 | $141,999,329 | $166,285,591 | +$24,286,262 | +17.10% | |
| Evanson Asset Management, Llc | 7.30% | 3,839,307 | $136,065,027 | $135,642,716 | -$422,311 | -0.31% | |
| Pekin Hardy Strauss, Inc. | 11.86% | 4,460,932 | $134,586,318 | $157,604,728 | +$23,018,410 | +17.10% | |
| Jupiter Asset Management Ltd | 0.52% | 3,426,260 | $103,798,547 | $121,049,766 | +$17,251,219 | +16.62% | |
| Imc-Chicago, Llc | 0.90% | 3,250,316 | $98,062,034 | $114,833,664 | +$16,771,630 | +17.10% | |
| Captrust Financial Advisors | 0.12% | 2,536,730 | $76,533,144 | $89,622,671 | +$13,089,527 | +17.10% | |
| Lpl Financial Llc | 0.02% | 2,315,840 | $69,868,890 | $81,818,627 | +$11,949,737 | +17.10% | |
| Bleakley Financial Group, Llc | 0.86% | 2,234,144 | $67,404,115 | $78,932,308 | +$11,528,193 | +17.10% | |
| Matauro, Llc | 8.46% | 2,119,854 | $63,955,985 | $74,894,442 | +$10,938,457 | +17.10% | |
| Sprott Inc. | 2.05% | 2,054,043 | $61,972,156 | $72,569,339 | +$10,597,183 | +17.10% | |
| Kestra Advisory Services, Llc | 0.19% | 1,980,953 | $59,765,348 | $69,987,069 | +$10,221,721 | +17.10% | |
| Raymond James Financial Inc | 0.02% | 1,976,995 | $59,645,940 | $69,847,233 | +$10,201,293 | +17.10% | |
| Envestnet Asset Management Inc | 0.01% | 1,711,864 | $51,646,932 | $60,480,155 | +$8,833,223 | +17.10% | |
| Wells Fargo & Company/Mn | 0.01% | 1,680,632 | $50,673,301 | $59,376,729 | +$8,703,428 | +17.18% | |
| Cetera Investment Advisers | 0.05% | 1,658,246 | $50,029,283 | $58,585,831 | +$8,556,548 | +17.10% | |
| Southstate Bank Corp | 2.08% | 1,651,138 | $49,814,834 | $58,334,706 | +$8,519,872 | +17.10% | |
| Weiss Asset Management Lp | 0.54% | 1,611,647 | $48,623,390 | $56,939,489 | +$8,316,099 | +17.10% | |
| Goldman Sachs Group Inc | 0.00% | 1,525,066 | $46,011,241 | $53,880,582 | +$7,869,341 | +17.10% | |
| Beacon Pointe Advisors, Llc | 0.21% | 1,510,702 | $45,577,878 | $53,373,102 | +$7,795,224 | +17.10% | |
| Forest Hill Capital, Llc | 33.63% | 1,448,500 | $43,701,245 | $51,175,505 | +$7,474,260 | +17.10% | |
| Wit Partners Advisory Pte. Ltd. | 19.85% | 1,401,170 | $42,273,299 | $49,503,336 | +$7,230,037 | +17.10% | |
| Hightower Advisors, Llc | 0.04% | 1,397,071 | $42,149,634 | $49,358,518 | +$7,208,884 | +17.10% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,384,395 | $41,767,200 | $48,910,675 | +$7,143,475 | +17.10% | |
| Osaic Holdings, Inc. | 0.04% | 1,135,838 | $34,267,914 | $40,129,157 | +$5,861,243 | +17.10% | |
| Jpmorgan Chase & Co | 0.00% | 1,109,628 | $33,588,440 | $39,203,157 | +$5,614,717 | +16.72% | |
| Intesa Sanpaolo Wealth Management | 6.50% | 1,076,705 | $32,484,189 | $38,039,988 | +$5,555,799 | +17.10% | |
| 3Edge Asset Management, Lp | 1.41% | 1,046,369 | $31,568,953 | $36,968,217 | +$5,399,264 | +17.10% | |
| Capital Wealth Alliance, Llc | 13.55% | 967,562 | $29,193,268 | $34,183,965 | +$4,990,697 | +17.10% | |
| Auxano Advisors, Llc | 5.32% | 929,843 | $28,053,364 | $32,851,353 | +$4,797,989 | +17.10% | |
| Susquehanna International Group, Llp | 0.02% | 904,630 | $27,292,687 | $31,960,578 | +$4,667,891 | +17.10% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 4.87% | 845,580 | $25,511,496 | $29,874,341 | +$4,362,845 | +17.10% | |
| Van Den Berg Management I, Inc | 5.29% | 829,987 | $25,040,707 | $29,323,441 | +$4,282,734 | +17.10% | |
| Bank Of America Corp | 0.00% | 818,688 | $24,699,817 | $28,924,247 | +$4,224,430 | +17.10% | |
| Cibc World Market Inc. | 0.04% | 811,023 | $24,468,564 | $28,653,443 | +$4,184,879 | +17.10% | |
| Tidal Investments Llc | 0.06% | 774,770 | $23,374,811 | $27,372,624 | +$3,997,813 | +17.10% | |
| Bank Of Montreal | 0.01% | 773,714 | $23,336,682 | $27,335,316 | +$3,998,634 | +17.13% | |
| Stifel Financial Corp | 0.02% | 764,656 | $23,069,691 | $27,015,296 | +$3,945,605 | +17.10% | |
| Tcp Asset Management, Llc | 2.57% | 751,464 | $22,671,669 | $26,549,223 | +$3,877,554 | +17.10% | |
| Basepoint Wealth Llc | 12.62% | 730,965 | $22,053,214 | $25,824,993 | +$3,771,779 | +17.10% | |
| Jane Street Group, Llc | 0.01% | 724,931 | $21,871,169 | $25,611,812 | +$3,740,643 | +17.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 662,675 | $20,536,294 | $23,412,308 | +$2,876,014 | +14.00% | |
| Integrated Wealth Concepts Llc | 0.10% | 669,243 | $20,191,070 | $23,644,355 | +$3,453,285 | +17.10% | |
| Leavell Investment Management, Inc. | 0.69% | 623,701 | $18,817,385 | $22,035,356 | +$3,217,971 | +17.10% | |
| Cannell & Spears Llc | 0.33% | 617,290 | $18,623,639 | $21,808,856 | +$3,185,217 | +17.10% | |
| Marex Group Plc | 0.16% | 613,413 | $18,506,670 | $21,671,881 | +$3,165,211 | +17.10% | |
| O'Brien Greene & Co. Inc | 4.92% | 591,138 | $17,834,633 | $20,884,906 | +$3,050,273 | +17.10% |
Frequently asked questions about PHYS
Who owns the most PHYS stock?
The largest holders of PHYS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPROTT PHYSICAL GOLD TRUST (PHYS).
Is PHYS widely held by superinvestors?
Many widely followed stocks like PHYS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PHYS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.