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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 %
WCM
276
WealthBridge Capital Management
Ohio
$166K – – –
CF
277
Clarity Financial
Texas
$165K – – –
SFWA
278
Summit Financial Wealth Advisors
Louisiana
$164K – – –
CIC
279
Chase Investment Counsel
Virginia
$163K -$122K -8,518 -43%
SIMG
280
Sonora Investment Management Group
Arizona
$160K +$160K +11,135 New
HCM
281
Hengehold Capital Management
Ohio
$157K – – –
NFG
282
Nadler Financial Group
Illinois
$155K – – –
LCC
283
Lincoln Capital Corp
Rhode Island
$153K – – –
DI
284
Diligent Investors
California
$152K -$38.7K -2,700 -20%
LNB
285
Ledyard National Bank
$152K -$22.5K -1,567 -13%
FNT
286
First National Trust
Pennsylvania
$152K – – –
SCA
287
Stonebridge Capital Advisors
Minnesota
$147K – – –
CCB
288
Cutter & Co Brokerage
Missouri
$146K – – –
WAAG
289
Wealth Alliance Advisory Group
Kansas
$145K +$145K +10,089 New
TFS
290
Thoroughbred Financial Services
Tennessee
$145K +$145K +10,150 New
ACA
291
Atlas Capital Advisors
Wyoming
$129K – – –
TC
292
TAP Consulting
Missouri
$129K +$129K +9,000 New
PWC
293
PYA Waltman Capital
Tennessee
$128K +$128K +8,900 New
PCFFS
294
Pacific Center for Financial Services
California
$126K – – –
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
CA
296
Cornerstone Advisory
Maryland
$117K +$117K +8,178 New
EPAM
297
Euro Pacific Asset Management
Puerto Rico
$104K -$929K -70,601 -90%
PGAM
298
Princeton Global Asset Management
New Jersey
$101K – – –
CA
299
CoreCap Advisors
Michigan
$96K +$96K +6,658 New
CBT
300
Central Bank & Trust
Kentucky
$87K – – –
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12
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