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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
301
Park Avenue Securities
New York
$232K +$232K +13,393 New
HSA
302
HBK Sorce Advisory
Pennsylvania
$231K – – –
HCM
303
Highlander Capital Management
New Jersey
$228K – – –
EW
304
Evoke Wealth
California
$225K – – –
PC
305
Pecaut & Co
Iowa
$221K -$77.9K -4,500 -26%
BL
306
Bleichroeder LP
New York
$217K – – –
MWM
307
Modera Wealth Management
New Jersey
$216K – – –
BWM
308
BCS Wealth Management
Tennessee
$208K +$208K +12,009 New
Lido Advisors
309
Lido Advisors
California
$208K +$5.99K +346 +3%
PFA
310
Pure Financial Advisors
California
$203K – – –
EWA
311
EverSource Wealth Advisors
Alabama
$202K – – –
FWM
312
Forza Wealth Management
Florida
$201K – – –
LA
313
LexAurum Advisors
Kansas
$201K -$3.46K -200 -2%
WAAG
314
Wealth Alliance Advisory Group
Kansas
$200K – – –
PCM
315
Prelude Capital Management
New York
$199K – – –
NWA
316
Navis Wealth Advisors
New York
$198K +$727 +42 +0.4%
RRCM
317
Rappaport Reiches Capital Management
Illinois
$197K – – –
IPAM
318
Investment Partners Asset Management
New Jersey
$193K -$17 -1 -0%
IA
319
IFG Advisory
Georgia
$193K – – –
First Manhattan
320
First Manhattan
New York
$190K – – –
SI
321
SCP Investment
California
$187K -$125K -7,200 -40%
VH
322
Visionary Horizons
Tennessee
$186K – – –
MCM
323
MAI Capital Management
Ohio
$185K – – –
AWA
324
Arkadios Wealth Advisors
Georgia
$182K – – –
CT
325
Cambridge Trust
Massachusetts
$182K – – –
11 12
13
14 15