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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 %
WF
276
Welch & Forbes
Massachusetts
$299K -$69.2K -4,000 -19%
BBHC
277
Brown Brothers Harriman & Co
New York
$298K – – –
AWMNH
278
Arcadia Wealth Management (New Hampshire)
New Hampshire
$297K – – –
Koshinski Asset Management
279
Koshinski Asset Management
Illinois
$294K +$24.3K +1,405 +9%
BW
280
Bison Wealth
Georgia
$293K – – –
HKAM
281
Horizon Kinetics Asset Management
New York
$288K – – –
SAM
282
S.A. Mason
Michigan
$286K – – –
GL
283
Graypoint LLC
New York
$284K -$11.1K -640 -4%
SWA
284
Stratos Wealth Advisors
Ohio
$282K -$38.6K -2,233 -12%
HT
285
Headlands Technologies
Illinois
$281K +$281K +16,245 New
WS
286
Wedbush Securities
California
$279K +$3.89K +225 +1%
SVWAG
287
Sound View Wealth Advisors Group
Georgia
$276K – – –
TIA
288
Tiemann Investment Advisors
California
$271K – – –
ETIA
289
Epic Trust Investment Advisors
Washington
$268K +$13.5K +780 +5%
VF
290
Vawter Financial
Ohio
$260K – – –
FHB
291
First Hawaiian Bank
Hawaii
$260K – – –
CFS
292
Cannon Financial Strategists
Georgia
$260K +$260K +15,000 New
Vontobel Holding
293
Vontobel Holding
Switzerland
$260K +$260K +15,000 New
PGAM
294
Princeton Global Asset Management
New Jersey
$248K -$89.8K -5,191 -27%
SIA
295
Soltis Investment Advisors
Utah
$245K – – –
RA
296
RFG Advisory
Alabama
$242K -$111K -6,429 -32%
SC
297
Sapient Capital
Indiana
$240K -$51.5K -2,975 -18%
WCM
298
WealthBridge Capital Management
Ohio
$235K +$363 +21 +0.2%
GT
299
Glenmede Trust
Pennsylvania
$234K – – –
AI
300
AXS Investments
New York
$234K -$26K -1,500 -10%
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12
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