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Sprott Physical Gold

387 hedge funds and large institutions have $2.35B invested in Sprott Physical Gold in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 124 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

2.76% more ownership

Funds ownership: 27.75%30.51% (+2.8%)

1% more funds holding

Funds holding: 382387 (+5)

5% more capital invested

Capital invested by funds: $2.24B → $2.35B (+$106M)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

24% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 124

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.14%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
29
Increased
94
Reduced
124
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
Nadler Financial Group
Illinois
$258K +$40.7K +2,710 +18%
PC
277
Pecaut & Co
Iowa
$248K
BBHC
278
Brown Brothers Harriman & Co
New York
$246K
GL
279
Graypoint LLC
New York
$244K -$54.6K -3,640 -18%
BW
280
Bison Wealth
Georgia
$243K -$10K -668 -4%
CWG
281
Crown Wealth Group
North Carolina
$241K +$253K +16,845 New
AI
282
AXS Investments
New York
$239K +$250K +16,665 New
HKAM
283
Horizon Kinetics Asset Management
New York
$238K
SAM
284
S.A. Mason
Michigan
$237K +$42.6K +2,840 +21%
TIA
285
Tiemann Investment Advisors
California
$231K
SVWAG
286
Sound View Wealth Advisors Group
Georgia
$229K
ETIA
287
Epic Trust Investment Advisors
Washington
$222K +$233K +15,525 New
LFG
288
Larson Financial Group
Missouri
$222K +$15.2K +1,010 +7%
FHB
289
First Hawaiian Bank
Hawaii
$215K
SWA
290
Stratos Wealth Advisors
Ohio
$205K -$27K -1,800 -11%
TFS
291
Thoroughbred Financial Services
Tennessee
$199K +$56.2K +3,747 +37%
WS
292
Wedbush Securities
California
$197K -$18.8K -1,250 -8%
GT
293
Glenmede Trust
Pennsylvania
$194K -$15K -1,000 -7%
CW
294
Channel Wealth
California
$193K
HSA
295
HBK Sorce Advisory
Pennsylvania
$191K -$72K -4,800 -26%
HCM
296
Highlander Capital Management
New Jersey
$189K
DI
297
Diligent Investors
California
$184K
LA
298
LexAurum Advisors
Kansas
$184K
EPAM
299
Euro Pacific Asset Management
Puerto Rico
$181K +$190K +12,675 New
BL
300
Bleichroeder LP
New York
$180K

PHYS Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2023, worth a combined $2.35B — up 4.7% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHYS positions and 21 closed out — a net gain of 8 holders — while 94 added to existing stakes and 124 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $53.3M. The largest seller was Jupiter Asset Management, cutting an estimated $9.62M.

  • 387 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2023, up from 382 in Q2 2023.
  • Funds reported $2.35B of Sprott Physical Gold stock for Q3 2023, up 4.7% quarter-over-quarter.
  • 29 funds opened new Sprott Physical Gold positions in Q3 2023 and 21 closed out, a net change of +8 holders.
  • The largest Sprott Physical Gold buyer in Q3 2023 was Susquehanna International Group, an estimated $53.3M added.
  • The largest Sprott Physical Gold seller in Q3 2023 was Jupiter Asset Management, an estimated $9.62M sold.

Based on aggregated 13F filings for Q3 2023.