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Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
$36M
2
RJA
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
BFG
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Sapient Capital
Indiana
$283K – – –
HR
327
Howe & Rusling
New York
$283K +$64.9K +3,185 +30%
BRWA
328
B. Riley Wealth Advisors
Florida
$282K -$30.9K -1,500 -10%
OFA
329
Oak Family Advisors
Illinois
$279K +$1.28K +63 +0.5%
Barclays
330
Barclays
United Kingdom
$275K – – –
HSA
331
HBK Sorce Advisory
Pennsylvania
$272K – – –
WCM
332
WealthBridge Capital Management
Ohio
$270K -$6.46K -317 -2%
EW
333
Evoke Wealth
California
$265K – – –
PGAM
334
Princeton Global Asset Management
New Jersey
$263K +$26.5K +1,300 +11%
ATPW
335
Ashton Thomas Private Wealth
Arizona
$257K +$72.3K +3,548 +39%
TFS
336
Thoroughbred Financial Services
Tennessee
$256K – – –
BL
337
Bleichroeder LP
New York
$256K – – –
MWM
338
Modera Wealth Management
New Jersey
$255K – – –
Lido Advisors
339
Lido Advisors
California
$255K +$9.21K +452 +4%
SF
340
Summit Financial
New Jersey
$254K +$254K +12,474 New
AAS
341
Avantax Advisory Services
Texas
$247K +$247K +12,133 New
AA
342
Apriem Advisors
California
$247K +$247K +12,113 New
AFG
343
Argent Financial Group
Louisiana
$244K +$244K +11,987 New
BWM
344
BCS Wealth Management
Tennessee
$244K -$754 -37 -0.3%
MA
345
Menlo Advisors
California
$244K – – –
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$244K +$856 +42 +0.4%
SAM
347
Secure Asset Management
Michigan
$238K – – –
FWM
348
Forza Wealth Management
Florida
$237K – – –
LA
349
LexAurum Advisors
Kansas
$236K – – –
WAAG
350
Wealth Alliance Advisory Group
Kansas
$236K – – –
12 13
14
15 16