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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$120M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.78M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$4.32M
4
FTUS
Flow Traders U.S.
New York
+$4.02M
5
BCM
Bluefin Capital Management
New York
+$2.57M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54M
2
SAS
SMI Advisory Services
Indiana
-$31.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.18M
5
JAM
Jupiter Asset Management
United Kingdom
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
301
Elequin Capital
New York
$220K -$123K -7,695 -36%
GT
302
Glenmede Trust
Pennsylvania
$216K – – –
WCM
303
WealthBridge Capital Management
Ohio
$216K +$32K +2,009 +17%
HSA
304
HBK Sorce Advisory
Pennsylvania
$212K – – –
UBS Group
305
UBS Group
Switzerland
$210K -$106K -6,629 -33%
HCM
306
Highlander Capital Management
New Jersey
$210K – – –
EW
307
Evoke Wealth
California
$207K +$207K +13,000 New
SPWM
308
Straight Path Wealth Management
Michigan
$205K +$34.3K +2,150 +20%
BL
309
Bleichroeder LP
New York
$200K – – –
MWM
310
Modera Wealth Management
New Jersey
$199K – – –
OCM
311
Orleans Capital Management
Louisiana
$190K – – –
IA
312
Inspire Advisors
Idaho
$189K -$134K -8,385 -41%
LA
313
LexAurum Advisors
Kansas
$188K -$16.7K -1,050 -8%
PFA
314
Pure Financial Advisors
California
$187K +$187K +11,723 New
BFG
315
Beacon Financial Group
Texas
$187K +$187K +11,712 New
Lido Advisors
316
Lido Advisors
California
$186K -$797 -50 -0.4%
FWM
317
Forza Wealth Management
Florida
$185K – – –
WAAG
318
Wealth Alliance Advisory Group
Kansas
$185K – – –
PCM
319
Prelude Capital Management
New York
$184K – – –
EWA
320
EverSource Wealth Advisors
Alabama
$182K – – –
NWA
321
Navis Wealth Advisors
New York
$181K – – –
RRCM
322
Rappaport Reiches Capital Management
Illinois
$181K – – –
IPAM
323
Investment Partners Asset Management
New Jersey
$178K +$178K +11,178 New
IA
324
IFG Advisory
Georgia
$178K +$178K +11,149 New
CAM
325
Cozad Asset Management
Illinois
$177K +$177K +11,142 New
11 12
13
14 15