PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
$36M
2
RJA
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
BFG
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
276
Crown Wealth Group
North Carolina
$450K +$233K +11,410 +107%
BEAM
277
Baker Ellis Asset Management
Washington
$448K -$153K -7,500 -25%
PFM
278
Peak Financial Management
Massachusetts
$448K – – –
CCA
279
Cobblestone Capital Advisors
New York
$447K – – –
AF
280
Apexium Financial
Texas
$438K – – –
RP
281
Rice Partnership
Hawaii
$438K – – –
CAP
282
Columbia Advisory Partners
Washington
$437K -$194K -9,523 -31%
AWM
283
Apollon Wealth Management
South Carolina
$433K -$110K -5,390 -20%
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
$428K – – –
WF
285
Welch & Forbes
Massachusetts
$424K – – –
FFN
286
Focus Financial Network
Minnesota
$422K -$145K -7,115 -26%
FIA
287
Foundations Investment Advisors
Arizona
$409K +$18.7K +917 +5%
BWA
288
Beam Wealth Advisors
Louisiana
$396K +$396K +19,446 New
EWA
289
EP Wealth Advisors
California
$394K +$51K +2,500 +15%
SAM
290
S.A. Mason
Michigan
$392K – – –
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$389K – – –
NL
292
NDWM LLC
California
$389K – – –
LWA
293
Lineweaver Wealth Advisors
Ohio
$379K – – –
BFG
294
Beacon Financial Group
Texas
$378K -$836 -41 -0.2%
VC
295
Veracity Capital
Georgia
$377K +$24.3K +1,191 +7%
PWA
296
Physician Wealth Advisors
Utah
$371K – – –
Bank of New York Mellon
297
Bank of New York Mellon
New York
$367K -$326K -16,000 -47%
FCT
298
Family Capital Trust
Massachusetts
$367K – – –
GL
299
Graypoint LLC
New York
$357K – – –
CAM
300
Cobblestone Asset Management
Virginia
$355K -$5.54K -272 -2%
10 11
12
13 14