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Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
1
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
BCM
3
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
5
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$389K
2
MAM
2
Monaco Asset Management
Monaco
$0
3
MCC
3
Money Concepts Capital
Florida
$643K
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
5
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
251
Focus Financial Network
Minnesota
$308K – – –
LPT
252
Legacy Private Trust
Wisconsin
$307K – – –
RA
253
RFG Advisory
Alabama
$304K – – –
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$300K – – –
TNA
255
True North Advisors
Texas
$299K -$597 -40 -0.2%
TBA
256
Tower Bridge Advisors
Pennsylvania
$298K -$52.2K -3,500 -15%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$298K -$12.3K -825 -4%
SG Americas Securities
258
SG Americas Securities
New York
$298K +$298K +20,000 New
GC
259
Garde Capital
Washington
$294K – – –
OC
260
Oppenheimer & Close
New York
$291K – – –
SCA
261
Sandy Cove Advisors
Massachusetts
$282K +$282K +18,900 New
LWA
262
Lineweaver Wealth Advisors
Ohio
$278K – – –
HSA
263
HBK Sorce Advisory
Pennsylvania
$271K – – –
PWA
264
Physician Wealth Advisors
Utah
$269K – – –
BW
265
Bison Wealth
Georgia
$263K – – –
CAMG
266
CWA Asset Management Group
Florida
$261K – – –
PC
267
Pecaut & Co
Iowa
$258K – – –
BBHC
268
Brown Brothers Harriman & Co
New York
$257K – – –
HKAM
269
Horizon Kinetics Asset Management
New York
$248K – – –
IA
270
Inspire Advisors
Idaho
$245K +$245K +16,441 New
SWA
271
Stratos Wealth Advisors
Ohio
$241K +$38.8K +2,600 +19%
TIA
272
Tiemann Investment Advisors
California
$240K – – –
SVWAG
273
Sound View Wealth Advisors Group
Georgia
$238K – – –
SL
274
Sentinus LLC
Illinois
$228K +$29.8K +2,000 +15%
NFG
275
Nadler Financial Group
Illinois
$228K -$7.24K -485 -3%
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11
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