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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
Central Trust Company
Missouri
$95.6M
4
EAM
Evanson Asset Management
California
$104M
5
NW
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
Morgan Stanley
New York
$60.9M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Sugarloaf Wealth Management
Georgia
$86K +$14.3K +1,000 +20%
FAG
302
Fortitude Advisory Group
Washington
$83K +$83K +5,760 New
HIA
303
Harbor Investment Advisory
Maryland
$81K – – –
IAG
304
Investmark Advisory Group
Connecticut
$81K +$81K +5,680 New
FPFS
305
First Personal Financial Services
North Carolina
$78K -$14.4K -1,000 -16%
CFRPA
306
Castle Financial & Retirement Planning Associates
New Jersey
$75K +$75K +5,166 New
CCM
307
Covington Capital Management
California
$67K – – –
US Bancorp
308
US Bancorp
Minnesota
$62K – – –
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$60.1K – – –
JPMorgan Chase & Co
310
JPMorgan Chase & Co
New York
$59K +$32.5K +2,271 +122%
AWM
311
Avior Wealth Management
Nebraska
$57K – – –
WT
312
Washington Trust
Rhode Island
$50K – – –
FP
313
Financial Perspectives
Minnesota
$48.4K – – –
CHA
314
Carmichael Hill & Associates
Maryland
$47K – – –
KFI
315
Key Financial Inc
Pennsylvania
$47K +$47K +3,246 New
SCA
316
Sandy Cove Advisors
Massachusetts
$46K +$46K +3,200 New
TFS
317
TrustCore Financial Services
Tennessee
$45K – – –
RG
318
Retirement Group
California
$39K -$2.03K -140 -5%
SWM
319
Spire Wealth Management
Virginia
$37K +$32.5K +2,262 +723%
TWM
320
Tradition Wealth Management
Minnesota
$32K – – –
EVM
321
Eaton Vance Management
Massachusetts
$26K – – –
HPC
322
HM Payson & Co
Maine
$24K – – –
BWP
323
Baldwin Wealth Partners
Massachusetts
$24K – – –
BAM
324
Barrett Asset Management
New York
$24K – – –
CWP
325
Concord Wealth Partners
Virginia
$23K +$23K +1,600 New
11 12
13
14 15