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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
Central Trust Company
Missouri
$95.6M
4
EAM
Evanson Asset Management
California
$104M
5
NW
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
Morgan Stanley
New York
$60.9M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
226
Legacy Private Trust
Wisconsin
$295K – – –
CT
227
Cambridge Trust
Massachusetts
$294K – – –
SSWM
228
Smith Salley Wealth Management
North Carolina
$291K – – –
RFC
229
Regions Financial Corp
Alabama
$287K – – –
LW
230
Linscomb Wealth
Texas
$286K -$111K -7,730 -28%
SI
231
Stephens Inc
Arkansas
$286K – – –
GC
232
Garde Capital
Washington
$283K – – –
WAM
233
Wolverine Asset Management
Illinois
$282K +$45.2K +3,152 +19%
NHFG
234
New Harbor Financial Group
Massachusetts
$274K -$143 -10 -0.1%
SCM
235
Soros Capital Management
New York
$269K – – –
RA
236
RFG Advisory
Alabama
$268K +$268K +18,650 New
MPCG
237
Matrix Private Capital Group
New York
$267K – – –
LWA
238
Lineweaver Wealth Advisors
Ohio
$267K – – –
JAWM
239
J. Arnold Wealth Management
Ohio
$264K – – –
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$264K +$87.1K +6,072 +49%
HSA
241
HBK Sorce Advisory
Pennsylvania
$260K – – –
BW
242
Bison Wealth
Georgia
$259K – – –
MIAN
243
Mariner Independent Advisor Network
Kansas
$253K +$4.29K +300 +2%
FWM
244
Foresight Wealth Management
Utah
$252K -$6.43K -447 -2%
CAMG
245
CWA Asset Management Group
Florida
$251K – – –
CA
246
Cetera Advisors
Colorado
$250K -$5.75K -400 -2%
BWP
247
BSW Wealth Partners
Colorado
$250K – – –
WF
248
Welch & Forbes
Massachusetts
$248K – – –
HKAM
249
Horizon Kinetics Asset Management
New York
$248K – – –
CIC
250
Carnegie Investment Counsel
Ohio
$244K – – –
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