TORONTO, A6
SPROTT PHYSICAL GOLD TRUSTPHYS— Latest position per institution from SEC 13F filings
15
Institutional holders
76.64M
Total shares held
2.45B
Estimated value
3.83M
Avg. position size
ROYAL BANK OF CANADA
CIK 1000275
Shares
9.07M
Value
321.27M
Filed
Mar 31, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
6.06M
Value
200.06M
Filed
Dec 31, 2025
FEDERATION DES CAISSES DESJARDINS DU QUEBEC
CIK 2022297
Shares
5.82M
Value
205.63M
Filed
Mar 31, 2026
CENTRAL TRUST CO
CIK 44365
Shares
5.54M
Value
196.43M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
5.54M
Value
196.26M
Filed
Mar 31, 2026
HERITAGE WEALTH ADVISORS
CIK 1591122
Shares
4.79M
Value
169.92M
Filed
Mar 31, 2026
PEKIN HARDY STRAUSS, INC.
CIK 1020317
Shares
4.32M
Value
142.58M
Filed
Dec 31, 2025
SIMPLICITY SOLUTIONS, LLC
CIK 1486066
Shares
3.94M
Value
62.82M
Filed
Dec 31, 2023
EVANSON ASSET MANAGEMENT, LLC
CIK 1626379
Shares
3.84M
Value
136.07M
Filed
Mar 31, 2026
EVANSON FINANCIAL, LLC
CIK 2140235
Shares
3.60M
Value
108.58M
Filed
Jun 30, 2026
JUPITER ASSET MANAGEMENT LTD
CIK 1215838
Shares
3.27M
Value
115.65M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
3.08M
Value
109.24K
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
2.53M
Value
89.73M
Filed
Mar 31, 2026
IMC-CHICAGO, LLC
CIK 1452861
Shares
2.45M
Value
86.80M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
2.36M
Value
83.70M
Filed
Mar 31, 2026
BLEAKLEY FINANCIAL GROUP, LLC
CIK 1936953
Shares
2.22M
Value
78.67M
Filed
Mar 31, 2026
SPROTT INC.
CIK 1512920
Shares
2.11M
Value
74.76M
Filed
Mar 31, 2026
MATAURO, LLC
CIK 2052964
Shares
2.07M
Value
73.20M
Filed
Mar 31, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC
CIK 1144208
Shares
2.02M
Value
35.01M
Filed
Mar 31, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
2.01M
Value
71.13M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1000275 | 9.07M | 321.27M | Mar 31, 2026 |
| 2 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 6.06M | 200.06M | Dec 31, 2025 |
| 3 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 2022297 | 5.82M | 205.63M | Mar 31, 2026 |
| 4 | CENTRAL TRUST CO | 44365 | 5.54M | 196.43M | Mar 31, 2026 |
| 5 | MORGAN STANLEY | 895421 | 5.54M | 196.26M | Mar 31, 2026 |
| 6 | HERITAGE WEALTH ADVISORS | 1591122 | 4.79M | 169.92M | Mar 31, 2026 |
| 7 | PEKIN HARDY STRAUSS, INC. | 1020317 | 4.32M | 142.58M | Dec 31, 2025 |
| 8 | SIMPLICITY SOLUTIONS, LLC | 1486066 | 3.94M | 62.82M | Dec 31, 2023 |
| 9 | EVANSON ASSET MANAGEMENT, LLC | 1626379 | 3.84M | 136.07M | Mar 31, 2026 |
| 10 | EVANSON FINANCIAL, LLC | 2140235 | 3.60M | 108.58M | Jun 30, 2026 |
| 11 | JUPITER ASSET MANAGEMENT LTD | 1215838 | 3.27M | 115.65M | Mar 31, 2026 |
| 12 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 3.08M | 109.24K | Mar 31, 2026 |
| 13 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 2.53M | 89.73M | Mar 31, 2026 |
| 14 | IMC-CHICAGO, LLC | 1452861 | 2.45M | 86.80M | Mar 31, 2026 |
| 15 | LPL FINANCIAL LLC | 1403438 | 2.36M | 83.70M | Mar 31, 2026 |
| 16 | BLEAKLEY FINANCIAL GROUP, LLC | 1936953 | 2.22M | 78.67M | Mar 31, 2026 |
| 17 | SPROTT INC. | 1512920 | 2.11M | 74.76M | Mar 31, 2026 |
| 18 | MATAURO, LLC | 2052964 | 2.07M | 73.20M | Mar 31, 2026 |
| 19 | BLUEFIN CAPITAL MANAGEMENT, LLC | 1144208 | 2.02M | 35.01M | Mar 31, 2024 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 2.01M | 71.13M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.