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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$61.1M
2
QP
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
Bluefin Capital Management
New York
$34.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
OTA Financial Group
New York
$0
5
JAM
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBA
226
Tower Bridge Advisors
Pennsylvania
$363K – – –
Corient Private Wealth
227
Corient Private Wealth
Florida
$362K – – –
KWM
228
Kingsview Wealth Management
Oregon
$360K +$5.41K +350 +2%
ISL
229
Ingalls & Snyder LLC
New York
$358K – – –
JPMorgan Chase & Co
230
JPMorgan Chase & Co
New York
$354K -$260K -16,806 -42%
BWP
231
BSW Wealth Partners
Colorado
$350K – – –
FTC
232
Farmers Trust Company
Ohio
$349K – – –
JWCA
233
J.W. Cole Advisors
Florida
$344K +$49.5K +3,200 +17%
PFO
234
Pathstone Family Office
New Jersey
$343K -$361K -23,338 -51%
PFM
235
Peak Financial Management
Massachusetts
$340K – – –
LW
236
Linscomb Wealth
Texas
$334K +$1.55K +100 +0.5%
AF
237
Apexium Financial
Texas
$332K +$332K +21,500 New
WF
238
Welch & Forbes
Massachusetts
$329K -$386 -25 -0.1%
PWLP
239
Prio Wealth Limited Partnership
Massachusetts
$325K – – –
NHFG
240
New Harbor Financial Group
Massachusetts
$322K -$4.64K -300 -1%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$322K -$27.1K -1,750 -8%
GL
242
Graypoint LLC
New York
$320K – – –
FFN
243
Focus Financial Network
Minnesota
$319K -$8.57K -554 -3%
LPT
244
Legacy Private Trust
Wisconsin
$318K – – –
RA
245
RFG Advisory
Alabama
$315K – – –
BAM
246
Belpointe Asset Management
Nevada
$314K +$171K +11,054 +119%
RJT
247
Raymond James Trust
Florida
$311K -$36.6K -2,369 -11%
WSTAM
248
Wilbanks Smith & Thomas Asset Management
Virginia
$311K -$15.5K -1,000 -5%
TNA
249
True North Advisors
Texas
$310K +$310K +20,050 New
GC
250
Garde Capital
Washington
$305K – – –
8 9
10
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