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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 %
OC
251
Oppenheimer & Close
New York
$301K – – –
CIA
252
Capital Investment Advisors
Georgia
$301K – – –
IAMOG
253
Investors Asset Management of Georgia
Georgia
$295K – – –
AW
254
Apricus Wealth
South Carolina
$294K +$294K +19,000 New
LWA
255
Lineweaver Wealth Advisors
Ohio
$288K – – –
AWM
256
AE Wealth Management
Kansas
$285K -$1.34M -86,729 -82%
HSA
257
HBK Sorce Advisory
Pennsylvania
$280K -$280K -18,138 -50%
PWA
258
Physician Wealth Advisors
Utah
$279K – – –
BW
259
Bison Wealth
Georgia
$277K – – –
SAMC
260
Spectrum Asset Management (California)
California
$276K – – –
CWM
261
Catalyst Wealth Management
Georgia
$273K – – –
CAMG
262
CWA Asset Management Group
Florida
$271K – – –
PC
263
Pecaut & Co
Iowa
$267K -$46.4K -3,000 -15%
BTI
264
Blue Trust Inc
Georgia
$266K +$246K +17,483 +1,244%
BBHC
265
Brown Brothers Harriman & Co
New York
$266K – – –
BSC
266
Brown Shipley & Co
United Kingdom
$263K +$263K +17,000 New
BCM
267
Brookstone Capital Management
Illinois
$259K +$259K +16,592 New
TRCT
268
Tower Research Capital (TRC)
New York
$258K +$67.1K +4,340 +35%
HKAM
269
Horizon Kinetics Asset Management
New York
$257K +$1.55K +100 +0.6%
TIA
270
Tiemann Investment Advisors
California
$252K – – –
SVWAG
271
Sound View Wealth Advisors Group
Georgia
$247K – – –
NFG
272
Nadler Financial Group
Illinois
$244K – – –
CG
273
Clarus Group
Texas
$235K +$23.2K +1,500 +11%
Lido Advisors
274
Lido Advisors
California
$232K -$1.81K -117 -0.8%
FHB
275
First Hawaiian Bank
Hawaii
$232K – – –
9 10
11
12 13