PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$368K – – –
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$363K – – –
FFN
253
Focus Financial Network
Minnesota
$359K -$215K -11,645 -37%
CF
254
Clarity Financial
Texas
$353K +$353K +20,395 New
SOS
255
Silver Oak Securities
Tennessee
$348K -$530K -30,654 -60%
LFG
256
Larson Financial Group
Missouri
$344K +$76.3K +4,410 +28%
GC
257
Garde Capital
Washington
$340K – – –
FIA
258
Foundations Investment Advisors
Arizona
$339K +$8.98K +519 +3%
OC
259
Oppenheimer & Close
New York
$337K – – –
WSTAM
260
Wilbanks Smith & Thomas Asset Management
Virginia
$333K – – –
PWA
261
Physician Wealth Advisors
Utah
$332K – – –
CIA
262
Capital Investment Advisors
Georgia
$332K -$32K -1,847 -9%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$332K +$332K +19,180 New
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$331K -$12.1K -700 -4%
NL
265
NDWM LLC
California
$330K +$85K +4,911 +35%
VC
266
Veracity Capital
Georgia
$328K -$12.5K -725 -4%
CAM
267
Cozad Asset Management
Illinois
$326K +$133K +7,679 +69%
LWA
268
Lineweaver Wealth Advisors
Ohio
$322K – – –
BFG
269
Beacon Financial Group
Texas
$322K +$119K +6,901 +59%
FCT
270
Family Capital Trust
Massachusetts
$311K – – –
CAM
271
Cobblestone Asset Management
Virginia
$311K – – –
EWA
272
EP Wealth Advisors
California
$310K -$17.3K -1,000 -5%
BCI
273
Brinker Capital Investments
Pennsylvania
$306K +$52.4K +3,030 +21%
OPS
274
Orion Portfolio Solutions
Nebraska
$306K +$52.4K +3,030 +21%
NFG
275
Nadler Financial Group
Illinois
$302K -$9.69K -560 -3%
9 10
11
12 13