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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
Truist Financial
Truist Financial
North Carolina
$1.6M
3
SPA
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
SMI Advisory Services
Indiana
$9.16M
5
SAM
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
351
Colonial Trust Advisors
South Carolina
$86.5K – – –
PTC
352
Private Trust Company
Ohio
$86.5K +$86.5K +5,000 New
FFA
353
Farther Finance Advisors
California
$78.4K – – –
US Bancorp
354
US Bancorp
Minnesota
$75K – – –
EWM
355
Evermay Wealth Management
Virginia
$67.6K +$57.5K +3,321 +568%
CFGS
356
Concourse Financial Group Securities
Alabama
$64.1K +$8.44K +488 +15%
WT
357
Washington Trust
Rhode Island
$60.4K – – –
1832 Asset Management
358
1832 Asset Management
Ontario, Canada
$58K – – –
CHA
359
Carmichael Hill & Associates
Maryland
$56.7K – – –
RVM
360
Robinson Value Management
Texas
$51.9K – – –
RTC
361
Riverview Trust Company
Washington
$51.9K +$51.9K +3,000 New
IGWM
362
ICA Group Wealth Management
Colorado
$50.2K – – –
NS
363
NBC Securities
Alabama
$44K -$1.11K -65 -2%
HPC
364
HM Payson & Co
Maine
$42.5K -$24.2K -1,400 -36%
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$36.9K – – –
DSC
366
Duncker Streett & Co
Missouri
$34K – – –
MG
367
Mather Group
Illinois
$32.8K +$32.8K +2,062 New
BWP
368
Baldwin Wealth Partners
Massachusetts
$29.1K – – –
CWP
369
Concord Wealth Partners
Virginia
$27.7K – – –
ADL
370
Asset Dedication LLC
California
$25K – – –
HNB
371
Hilltop National Bank
Wyoming
$21.9K +$21.9K +1,264 New
RG
372
Retirement Group
California
$19.7K – – –
GAG
373
Goodman Advisory Group
Massachusetts
$19.6K -$16.1K -930 -45%
MTIC
374
Missouri Trust & Investment Company
Missouri
$17.8K +$536 +31 +3%
SIS
375
Sound Income Strategies
Florida
$17.3K – – –
13 14
15
16 17