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Sprott Physical Gold
PHYS

464 hedge funds and large institutions have $2.38B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$258M)

8% more funds holding

Funds holding: 431 → 464 (+33)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

7% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 122

0.39% less ownership

Funds ownership: 29.46% → 29.07% (-0.39%)

Holders
464
Holders Change
+33
Holders Change %
+7.66%
% of All Funds
6.66%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
56
Increased
130
Reduced
122
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$52.9M
2
WCM
Wealthcare Capital Management
Virginia
+$33.9M
3
RJA
Raymond James & Associates
Florida
+$13M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.39M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$72.5M
2
Morgan Stanley
Morgan Stanley
New York
-$25.8M
3
BFG
Bleakley Financial Group
New Jersey
-$14.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.87M
5
Jane Street
Jane Street
New York
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
276
Oxbow Advisors
Texas
$469K +$59.2K +3,080 +15%
AW
277
Apricus Wealth
South Carolina
$469K – – –
FHB
278
First Hawaiian Bank
Hawaii
$464K +$150K +7,778 +52%
CWG
279
Crown Wealth Group
North Carolina
$450K +$219K +11,410 +107%
BEAM
280
Baker Ellis Asset Management
Washington
$448K -$144K -7,500 -25%
PFM
281
Peak Financial Management
Massachusetts
$448K – – –
CCA
282
Cobblestone Capital Advisors
New York
$447K – – –
AF
283
Apexium Financial
Texas
$438K – – –
RP
284
Rice Partnership
Hawaii
$438K – – –
CAP
285
Columbia Advisory Partners
Washington
$437K -$183K -9,523 -31%
AWM
286
Apollon Wealth Management
South Carolina
$433K -$104K -5,390 -20%
PWLP
287
Prio Wealth Limited Partnership
Massachusetts
$428K – – –
WF
288
Welch & Forbes
Massachusetts
$424K – – –
FFN
289
Focus Financial Network
Minnesota
$422K -$137K -7,115 -26%
MG
290
Marex Group
$411K – – –
FIA
291
Foundations Investment Advisors
Arizona
$409K +$17.6K +917 +5%
BWA
292
Beam Wealth Advisors
Louisiana
$396K +$374K +19,446 New
EWA
293
EP Wealth Advisors
California
$394K +$48.1K +2,500 +15%
SAM
294
S.A. Mason
Michigan
$392K – – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$389K – – –
NL
296
NDWM LLC
California
$389K – – –
LWA
297
Lineweaver Wealth Advisors
Ohio
$379K – – –
BFG
298
Beacon Financial Group
Texas
$378K -$789 -41 -0.2%
VC
299
Veracity Capital
Georgia
$377K +$22.9K +1,191 +7%
PWA
300
Physician Wealth Advisors
Utah
$371K – – –
10 11
12
13 14

PHYS Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2024, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PHYS positions and 20 closed out — a net gain of 36 holders — while 130 added to existing stakes and 122 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $52.9M. The largest seller was Simplicity Wealth, cutting an estimated $72.5M.

  • 464 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2024, up from 431 in Q2 2024.
  • Funds reported $2.38B of Sprott Physical Gold stock for Q3 2024, up 12% quarter-over-quarter.
  • 56 funds opened new Sprott Physical Gold positions in Q3 2024 and 20 closed out, a net change of +36 holders.
  • The largest Sprott Physical Gold buyer in Q3 2024 was International Assets Investment Management, an estimated $52.9M added.
  • The largest Sprott Physical Gold seller in Q3 2024 was Simplicity Wealth, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2024.