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Sprott Physical Gold
PHYS

Overview Fund Activity

378 hedge funds and large institutions have $1.54B invested in Sprott Physical Gold in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.39%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.51%
New
35
Increased
110
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$114M
2
CAN
2
Cetera Advisor Networks
California
$15.6M
3
SAS
3
SMI Advisory Services
Indiana
$44M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.1M
5
CTC
5
Central Trust Company
Missouri
$104M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$67.7M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.3M
3
II
3
Inspire Investing
Idaho
$11.2M
4
LPL Financial
4
LPL Financial
California
$9.58M
5
AWS
5
Atria Wealth Solutions
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
351
GeoWealth Management
Illinois
$17K +$2.3K +160 +16%
BONH
352
Bank of New Hampshire
New Hampshire
$15K – – –
GCM
353
Gables Capital Management
Florida
$14K – – –
SIS
354
Sound Income Strategies
Florida
$14K +$14K +1,000 New
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$13.9K +$1.79K +125,119 +15%
TCM
356
Tradewinds Capital Management
Washington
$10K -$4.27M -290,898 -100%
JWA
357
JFS Wealth Advisors
Pennsylvania
$10K – – –
BCM
358
Blume Capital Management
California
$10K +$10K +688 New
IHWM
359
Iron Horse Wealth Management
Iowa
$9K -$62.8K -4,447 -87%
BWM
360
Baystate Wealth Management
Massachusetts
$9K – – –
BBPWM
361
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
EWM
362
Evermay Wealth Management
Virginia
$8K – – –
FF
363
FourThought Financial
Florida
$8K +$727 +50 +10%
KFS
364
Kelly Financial Services
Massachusetts
$7.09K – – –
JFA
365
JNBA Financial Advisors
Minnesota
$7K – – –
CDIA
366
Capital Directions Investment Advisors
Georgia
$5K – – –
HI
367
Harbour Investments
Wisconsin
$5K +$5K +350 New
TRCT
368
Tower Research Capital (TRC)
New York
$4K – – –
BA
369
Bivin & Associates
Oklahoma
$4K – – –
BRWM
370
B. Riley Wealth Management
Tennessee
$2.36K +$36 +2,573 +2%
SC
371
Schubert & Co
Texas
$2K – – –
MA
372
Montag & Associates
Georgia
$1K – – –
TFA
373
Toth Financial Advisory
Virginia
$1K – – –
KFI
374
Key Financial Inc
Pennsylvania
$1K – – –
IFO
375
Independent Family Office
New York
$970 – – –
13 14
15
16 17