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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 %
DWT
326
Dorsey & Whitney Trust
South Dakota
$180K – – –
DI
327
Diligent Investors
California
$179K – – –
SCA
328
Stonebridge Capital Advisors
Minnesota
$177K – – –
TFS
329
Thoroughbred Financial Services
Tennessee
$175K -$64.6K -3,747 -27%
HFS
330
Howard Financial Services
Texas
$175K +$175K +10,090 New
TRCT
331
Tower Research Capital (TRC)
New York
$174K +$168K +9,730 +3,243%
MFG
332
Mendota Financial Group
Wisconsin
$173K – – –
IAMOG
333
Investors Asset Management of Georgia
Georgia
$173K – – –
ACA
334
Atlas Capital Advisors
Wyoming
$156K – – –
LWCFA
335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K – – –
PCFFS
336
Pacific Center for Financial Services
California
$151K – – –
AAG
337
Armstrong Advisory Group
Massachusetts
$124K – – –
WWP
338
WR Wealth Planners
Missouri
$123K +$123K +7,129 New
PA
339
Parallel Advisors
California
$121K -$23.4K -1,350 -16%
CA
340
CoreCap Advisors
Michigan
$111K +$111K +6,428 New
HIA
341
Harbor Investment Advisory
Maryland
$105K – – –
UBS Group
342
UBS Group
Switzerland
$105K -$123K -7,119 -54%
CBT
343
Central Bank & Trust
Kentucky
$104K – – –
SWM
344
Sugarloaf Wealth Management
Georgia
$104K – – –
SJIM
345
St. Johns Investment Management
Florida
$104K +$104K +6,000 New
CT
346
Colonial Trust
South Carolina
$98.9K – – –
RTL
347
Red Tortoise LLC
Georgia
$96.9K – – –
GI
348
Gradient Investments
Minnesota
$92.2K – – –
AWM
349
Avior Wealth Management
Nebraska
$88.1K – – –
AF
350
Allworth Financial
California
$86.5K -$19.6K -1,135 -19%
12 13
14
15 16