We are live on ! Find out more
PHYS icon

Sprott Physical Gold

320 hedge funds and large institutions have $1.3B invested in Sprott Physical Gold in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

25% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$72.3M)

3% more funds holding

Funds holding: 312320 (+8)

0.3% less ownership

Funds ownership: 28.05%27.75% (-0.3%)

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
34
Increased
89
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
226
CWA Asset Management Group
Florida
$246K
WIC
227
Whitegate Investment Counselors
New Hampshire
$246K
BWP
228
BSW Wealth Partners
Colorado
$244K
IF
229
Intrua Financial
Texas
$244K +$252K +17,529 New
HKAM
230
Horizon Kinetics Asset Management
New York
$242K
WF
231
Welch & Forbes
Massachusetts
$242K
SS
232
Simplicity Solutions
Minnesota
$235K +$241K +16,724 New
MPCG
233
Matrix Private Capital Group
New York
$226K +$10.1K +700 +5%
CA
234
Cetera Advisors
Colorado
$216K +$222K +15,408 New
CIC
235
Carnegie Investment Counsel
Ohio
$210K -$6.85K -476 -3%
CG
236
Clarus Group
Texas
$210K
LFG
237
Larson Financial Group
Missouri
$210K
IWP
238
Icon Wealth Partners
Texas
$205K +$245 +17 +0.1%
HCM
239
Highlander Capital Management
New Jersey
$199K -$14.4K -1,000 -7%
EH
240
Equitable Holdings
New York
$196K +$201K +13,950 New
MIAN
241
Mariner Independent Advisor Network
Kansas
$193K +$198K +13,786 New
MSAM
242
Moloney Securities Asset Management
Missouri
$190K
VHAM
243
Van Hulzen Asset Management
California
$189K
DI
244
Diligent Investors
California
$187K
BW
245
Bison Wealth
Georgia
$183K -$6.93K -482 -4%
IWM
246
IHT Wealth Management
Illinois
$182K +$186K +12,957 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$180K +$184K +12,821 New
BL
248
Bleichroeder LP
New York
$176K
C
249
Certuity
Florida
$175K +$180K +12,500 New
LNB
250
Ledyard National Bank
$170K

PHYS Hedge Fund Activity: Q2 2021 in Review

320 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2021, worth a combined $1.3B — up 5.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PHYS positions and 23 closed out — a net gain of 11 holders — while 89 added to existing stakes and 71 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $6.88M. The largest seller was Private Advisor Group, cutting an estimated $8.71M.

  • 320 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2021, up from 312 in Q1 2021.
  • Funds reported $1.3B of Sprott Physical Gold stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 34 funds opened new Sprott Physical Gold positions in Q2 2021 and 23 closed out, a net change of +11 holders.
  • The largest Sprott Physical Gold buyer in Q2 2021 was Jupiter Asset Management, an estimated $6.88M added.
  • The largest Sprott Physical Gold seller in Q2 2021 was Private Advisor Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q2 2021.