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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$471K -$127K -7,985 -21%
BEAM
227
Baker Ellis Asset Management
Washington
$470K – – –
OIA
228
Optimum Investment Advisors
Illinois
$465K -$79.7K -5,000 -15%
CWM
229
Congress Wealth Management
Massachusetts
$453K +$453K +28,425 New
CCB
230
Cutter & Co Brokerage
Missouri
$449K -$23.9K -1,500 -5%
AAS
231
Ameritas Advisory Services
Nebraska
$449K -$2.34M -149,624 -84%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$438K +$25.3K +1,585 +6%
TBA
233
Tower Bridge Advisors
Pennsylvania
$438K +$119K +7,481 +37%
IF
234
Intrua Financial
Texas
$437K +$437K +27,435 New
KWA
235
Kingswood Wealth Advisors
California
$435K – – –
HAM
236
Harmony Asset Management
Arizona
$430K +$430K +26,987 New
LA
237
Latitude Advisors
Florida
$430K – – –
USCWA
238
U.S. Capital Wealth Advisors
Texas
$423K +$4.78K +300 +1%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$421K – – –
AM
240
Account Management
Massachusetts
$401K – – –
CCA
241
Cobblestone Capital Advisors
New York
$400K – – –
Citadel Advisors
242
Citadel Advisors
Florida
$399K -$8.18M -513,291 -95%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$394K +$394K +24,717 New
CB
244
Community Bank
New York
$393K – – –
TAM
245
Tocqueville Asset Management
New York
$388K – – –
Corient Private Wealth
246
Corient Private Wealth
Florida
$382K -$81.4K -5,102 -18%
HI
247
Harbour Investments
Wisconsin
$381K +$26.8K +1,682 +8%
SCA
248
Sandy Cove Advisors
Massachusetts
$381K +$79.7K +5,000 +26%
AWM
249
Apollon Wealth Management
South Carolina
$370K +$5.93K +372 +2%
AW
250
Apricus Wealth
South Carolina
$366K – – –
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