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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 %
FHB
251
First Hawaiian Bank
Hawaii
$237K +$28.7K +2,000 +14%
TIA
252
Tiemann Investment Advisors
California
$236K – – –
BAM
253
Belpointe Asset Management
Nevada
$233K +$233K +16,231 New
SWA
254
Stratos Wealth Advisors
Ohio
$228K +$228K +15,880 New
IWP
255
Icon Wealth Partners
Texas
$210K – – –
LFG
256
Larson Financial Group
Missouri
$208K -$7.19K -500 -3%
SC
257
Sepio Capital
Utah
$204K – – –
SVWAG
258
Sound View Wealth Advisors Group
Georgia
$200K +$200K +13,925 New
SAM
259
S.A. Mason
Michigan
$196K +$196K +13,680 New
MSAM
260
Moloney Securities Asset Management
Missouri
$190K -$172 -12 -0.1%
HCM
261
Highlander Capital Management
New Jersey
$190K – – –
TA
262
TKG Advisors
Indiana
$190K +$190K +13,223 New
KWM
263
Kingsview Wealth Management
Oregon
$184K +$9.79K +680 +6%
PTC
264
Philadelphia Trust Company
Pennsylvania
$183K +$183K +12,750 New
C
265
Certuity
Florida
$182K +$2.16K +150 +1%
BL
266
Bleichroeder LP
New York
$180K – – –
UBS Group
267
UBS Group
Switzerland
$175K +$72.4K +5,049 +71%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$170K -$28.7K -2,000 -14%
VFA
269
Valeo Financial Advisors
Indiana
$170K – – –
IWN
270
Independent Wealth Network
Iowa
$169K +$9.01K +627 +6%
IF
271
Intrua Financial
Texas
$168K -$104K -7,232 -38%
Vontobel Holding
272
Vontobel Holding
Switzerland
$168K – – –
VHAM
273
Van Hulzen Asset Management
California
$168K – – –
AFAS
274
Acorn Financial Advisory Services
Virginia
$168K +$168K +11,700 New
OCM
275
Orleans Capital Management
Louisiana
$167K – – –
9 10
11
12 13