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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
226
CWA Asset Management Group
Florida
$512K – – –
IA
227
IFP Advisors
Florida
$511K – – –
BEAM
228
Baker Ellis Asset Management
Washington
$510K – – –
OIA
229
Optimum Investment Advisors
Illinois
$505K – – –
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$496K +$21K +1,216 +4%
NHFG
231
New Harbor Financial Group
Massachusetts
$489K -$189K -10,946 -28%
LA
232
Latitude Advisors
Florida
$477K +$10.4K +600 +2%
KWA
233
Kingswood Wealth Advisors
California
$472K – – –
USCWA
234
U.S. Capital Wealth Advisors
Texas
$464K +$5.19K +300 +1%
TSS
235
Two Sigma Securities
New York
$451K +$451K +26,082 New
AWM
236
Apollon Wealth Management
South Carolina
$440K +$37.9K +2,190 +9%
AM
237
Account Management
Massachusetts
$435K – – –
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$428K – – –
PCS
239
Private Client Services
Kentucky
$426K -$956K -55,282 -69%
CB
240
Community Bank
New York
$426K – – –
VAM
241
Verity Asset Management
North Carolina
$425K -$197K -11,368 -32%
TAM
242
Tocqueville Asset Management
New York
$421K – – –
CCA
243
Cobblestone Capital Advisors
New York
$409K -$25.6K -1,478 -6%
AW
244
Apricus Wealth
South Carolina
$398K – – –
BWP
245
BSW Wealth Partners
Colorado
$391K – – –
CB
246
Commerce Bank
Missouri
$389K +$389K +22,473 New
Corient Private Wealth
247
Corient Private Wealth
Florida
$386K -$28.6K -1,654 -7%
PFM
248
Peak Financial Management
Massachusetts
$381K – – –
AF
249
Apexium Financial
Texas
$372K – – –
RJT
250
Raymond James Trust
Florida
$370K – – –
8 9
10
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