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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
251
BSW Wealth Partners
Colorado
$360K – – –
PFM
252
Peak Financial Management
Massachusetts
$350K – – –
AF
253
Apexium Financial
Texas
$342K – – –
RJT
254
Raymond James Trust
Florida
$341K – – –
KWM
255
Kingsview Wealth Management
Oregon
$339K – – –
WF
256
Welch & Forbes
Massachusetts
$339K – – –
CIA
257
Capital Investment Advisors
Georgia
$335K – – –
PWLP
258
Prio Wealth Limited Partnership
Massachusetts
$335K – – –
FTC
259
Farmers Trust Company
Ohio
$332K – – –
RA
260
RFG Advisory
Alabama
$325K – – –
TNA
261
True North Advisors
Texas
$319K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$316K – – –
GC
263
Garde Capital
Washington
$314K – – –
VC
264
Veracity Capital
Georgia
$313K -$41.6K -2,611 -12%
OC
265
Oppenheimer & Close
New York
$311K – – –
PGAM
266
Princeton Global Asset Management
New Jersey
$311K – – –
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
$306K – – –
FIA
268
Foundations Investment Advisors
Arizona
$303K +$303K +19,065 New
EWA
269
EP Wealth Advisors
California
$302K -$55.8K -3,500 -16%
LWA
270
Lineweaver Wealth Advisors
Ohio
$297K – – –
SWA
271
Stratos Wealth Advisors
Ohio
$295K +$66.6K +4,180 +29%
FCT
272
Family Capital Trust
Massachusetts
$287K – – –
NFG
273
Nadler Financial Group
Illinois
$287K – – –
CAM
274
Cobblestone Asset Management
Virginia
$286K +$104K +6,547 +57%
PWA
275
Physician Wealth Advisors
Utah
$280K – – –
9 10
11
12 13