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Sprott Physical Gold
PHYS

Overview Fund Activity

326 hedge funds and large institutions have $1.36B invested in Sprott Physical Gold in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
5.73%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
80
Reduced
91
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$172M
2
CTC
Central Trust Company
Missouri
$88.7M
3
EAM
Evanson Asset Management
California
$97.8M
4
QP
Quilter Plc
United Kingdom
$10.4M
5
IWC
Integrated Wealth Concepts
Massachusetts
$4.27M

Top Sellers

1
II
Inspire Investing
Idaho
$0
2
RJA
Raymond James & Associates
Florida
$8.36M
3
SAM
Silvercrest Asset Management
New York
$366K
4
NL
NEPC LLC
Massachusetts
$0
5
NWA
New World Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
251
Certuity
Florida
$173K – – –
BL
252
Bleichroeder LP
New York
$173K – – –
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$170K +$170K +12,341 New
LNB
254
Ledyard National Bank
$167K – – –
KWM
255
Kingsview Wealth Management
Oregon
$167K +$5.52K +400 +3%
LIA
256
LS Investment Advisors
Michigan
$167K +$167K +12,108 New
VFA
257
Valeo Financial Advisors
Indiana
$164K – – –
VHAM
258
Van Hulzen Asset Management
California
$161K -$24.7K -1,793 -13%
Vontobel Holding
259
Vontobel Holding
Switzerland
$161K – – –
OCM
260
Orleans Capital Management
Louisiana
$160K – – –
WCM
261
WealthBridge Capital Management
Ohio
$159K – – –
SFWA
262
Summit Financial Wealth Advisors
Louisiana
$159K – – –
CF
263
Clarity Financial
Texas
$159K +$159K +11,500 New
IWN
264
Independent Wealth Network
Iowa
$156K +$156K +11,136 New
PFS
265
Prospera Financial Services
Texas
$152K +$152K +10,985 New
HCM
266
Hengehold Capital Management
Ohio
$151K – – –
SIM
267
Sonora Investment Management
Arizona
$150K +$76.1K +5,500 +103%
NFG
268
Nadler Financial Group
Illinois
$149K +$149K +10,785 New
LCC
269
Lincoln Capital Corp
Rhode Island
$147K – – –
FNT
270
First National Trust
Pennsylvania
$146K +$146K +10,591 New
SCA
271
Stonebridge Capital Advisors
Minnesota
$141K -$141K -10,250 -50%
CCB
272
Cutter & Co Brokerage
Missouri
$141K – – –
VCM
273
Violich Capital Management
California
$138K – – –
ACA
274
Atlas Capital Advisors
Wyoming
$124K – – –
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K – – –
9 10
11
12 13