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

Top Sellers

1
EWA
EP Wealth Advisors
California
$389K
2
MAM
Monaco Asset Management
Monaco
$0
3
MCC
Money Concepts Capital
Florida
$643K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenmede Trust
Pennsylvania
$225K – – –
WS
277
Wedbush Securities
California
$224K +$52.4K +3,510 +31%
Lido Advisors
278
Lido Advisors
California
$224K – – –
VF
279
Vawter Financial
Ohio
$224K – – –
FHB
280
First Hawaiian Bank
Hawaii
$224K – – –
LFG
281
Larson Financial Group
Missouri
$216K – – –
SAM
282
S.A. Mason
Michigan
$211K – – –
CW
283
Channel Wealth
California
$201K -$895 -60 -0.4%
HCM
284
Highlander Capital Management
New Jersey
$197K – – –
TWM
285
Tradition Wealth Management
Minnesota
$197K +$74.5K +5,000 +61%
DI
286
Diligent Investors
California
$192K +$18.7K +1,250 +11%
LA
287
LexAurum Advisors
Kansas
$192K +$192K +12,850 New
EFG
288
Ethos Financial Group
Pennsylvania
$191K – – –
CWM
289
ClientFirst Wealth Management
Arkansas
$190K +$190K +12,500 New
MWM
290
Modera Wealth Management
New Jersey
$189K +$2.98K +200 +2%
BL
291
Bleichroeder LP
New York
$187K – – –
OCM
292
Orleans Capital Management
Louisiana
$178K +$4.48K +300 +3%
HI
293
Harbour Investments
Wisconsin
$176K +$33.3K +2,230 +23%
CWM
294
Campbell Wealth Management
Virginia
$175K – – –
Vontobel Holding
295
Vontobel Holding
Switzerland
$175K – – –
FWM
296
Forza Wealth Management
Florida
$173K – – –
WAAG
297
Wealth Alliance Advisory Group
Kansas
$173K +$7.46K +500 +5%
WCM
298
WealthBridge Capital Management
Ohio
$172K – – –
PCM
299
Prelude Capital Management
New York
$172K – – –
EWA
300
EverSource Wealth Advisors
Alabama
$170K +$19.2K +1,286 +13%
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12
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