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Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
Morgan Stanley
New York
$83.4M
3
BCM
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
EP Wealth Advisors
California
$389K
2
MAM
Monaco Asset Management
Monaco
$0
3
MCC
Money Concepts Capital
Florida
$643K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
326
Red Tortoise LLC
Georgia
$101K – – –
HIA
327
Harbor Investment Advisory
Maryland
$90.9K – – –
CBT
328
Central Bank & Trust
Kentucky
$90.1K – – –
SWM
329
Sugarloaf Wealth Management
Georgia
$89.5K – – –
CT
330
Colonial Trust
South Carolina
$85.3K – – –
NSG
331
Nalls Sherbakoff Group
Tennessee
$80.6K – – –
GI
332
Gradient Investments
Minnesota
$79.6K +$1.9K +127 +2%
AF
333
Allworth Financial
California
$74.6K – – –
CTA
334
Colonial Trust Advisors
South Carolina
$74.6K – – –
AWM
335
Avior Wealth Management
Nebraska
$74.6K – – –
UBS Group
336
UBS Group
Switzerland
$67.2K +$67.2K +4,504 New
US Bancorp
337
US Bancorp
Minnesota
$64.7K – – –
RVM
338
Robinson Value Management
Texas
$52.2K – – –
WT
339
Washington Trust
Rhode Island
$52.1K – – –
1832 Asset Management
340
1832 Asset Management
Ontario, Canada
$50K -$496K -33,250 -91%
CHA
341
Carmichael Hill & Associates
Maryland
$48.9K – – –
CFGS
342
Concourse Financial Group Securities
Alabama
$46.6K +$7.76K +520 +20%
GAG
343
Goodman Advisory Group
Massachusetts
$45.7K – – –
IGWM
344
ICA Group Wealth Management
Colorado
$43.3K +$43.3K +2,904 New
FFA
345
Farther Finance Advisors
California
$39K +$39K +2,615 New
PA
346
Parallel Advisors
California
$35.4K – – –
RG
347
Retirement Group
California
$31.9K – – –
DSC
348
Duncker Streett & Co
Missouri
$29.3K +$29.3K +1,965 New
BWP
349
Baldwin Wealth Partners
Massachusetts
$25.1K – – –
HPC
350
HM Payson & Co
Maine
$24.7K – – –
12 13
14
15 16