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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$61.1M
2
QP
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
Bluefin Capital Management
New York
$34.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
OTA Financial Group
New York
$0
5
JAM
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
301
Prelude Capital Management
New York
$178K -$156K -10,068 -47%
WS
302
Wedbush Securities
California
$178K +$178K +11,505 New
TWA
303
TCI Wealth Advisors
Arizona
$175K – – –
WAAG
304
Wealth Alliance Advisory Group
Kansas
$171K +$15.5K +1,000 +10%
SFWA
305
Summit Financial Wealth Advisors
Louisiana
$170K -$7.73K -500 -4%
First Manhattan
306
First Manhattan
New York
$170K – – –
MCM
307
MAI Capital Management
Ohio
$169K +$169K +10,906 New
RRCM
308
Rappaport Reiches Capital Management
Illinois
$168K – – –
AC
309
Addison Capital
Pennsylvania
$165K – – –
LCC
310
Lincoln Capital Corp
Rhode Island
$165K – – –
AWA
311
Arkadios Wealth Advisors
Georgia
$162K – – –
DWT
312
Dorsey & Whitney Trust
South Dakota
$160K +$160K +10,380 New
CCB
313
Cutter & Co Brokerage
Missouri
$160K – – –
SCA
314
Stonebridge Capital Advisors
Minnesota
$158K – – –
IWN
315
Independent Wealth Network
Iowa
$158K -$417 -27 -0.3%
EWA
316
EverSource Wealth Advisors
Alabama
$157K +$57.4K +3,714 +58%
ETIA
317
Epic Trust Investment Advisors
Washington
$157K -$14.2K -920 -8%
CBC
318
Coombe, Bender & Co
New York
$157K – – –
TDC
319
Thompson Davis & Co
Virginia
$156K -$46.4K -3,000 -23%
TFS
320
Thoroughbred Financial Services
Tennessee
$156K – – –
LNB
321
Ledyard National Bank
$155K – – –
HI
322
Harbour Investments
Wisconsin
$148K -$8.49K -549 -5%
PGAM
323
Princeton Global Asset Management
New Jersey
$147K – – –
ACA
324
Atlas Capital Advisors
Wyoming
$139K – – –
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K – – –
11 12
13
14 15