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Sprott Physical Gold
PHYS

464 hedge funds and large institutions have $2.38B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$258M)

8% more funds holding

Funds holding: 431 → 464 (+33)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

7% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 122

0.39% less ownership

Funds ownership: 29.46% → 29.07% (-0.39%)

Holders
464
Holders Change
+33
Holders Change %
+7.66%
% of All Funds
6.66%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
56
Increased
130
Reduced
122
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$52.9M
2
WCM
Wealthcare Capital Management
Virginia
+$33.9M
3
RJA
Raymond James & Associates
Florida
+$13M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.39M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$72.5M
2
Morgan Stanley
Morgan Stanley
New York
-$25.8M
3
BFG
Bleakley Financial Group
New Jersey
-$14.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.87M
5
Jane Street
Jane Street
New York
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$244K +$808 +42 +0.4%
SAM
352
Secure Asset Management
Michigan
$238K – – –
FWM
353
Forza Wealth Management
Florida
$237K – – –
LA
354
LexAurum Advisors
Kansas
$236K – – –
WAAG
355
Wealth Alliance Advisory Group
Kansas
$236K – – –
PCM
356
Prelude Capital Management
New York
$235K – – –
EWA
357
EverSource Wealth Advisors
Alabama
$233K – – –
IPAM
358
Investment Partners Asset Management
New Jersey
$233K +$4.81K +250 +2%
RRCM
359
Rappaport Reiches Capital Management
Illinois
$232K – – –
GWP
360
Gateway Wealth Partners
Wisconsin
$229K +$216K +11,220 New
TRCT
361
Tower Research Capital (TRC)
New York
$228K +$214K +11,111 +11,111%
FCA
362
FinTrust Capital Advisors
South Carolina
$228K -$47.5K -2,468 -18%
IA
363
IFG Advisory
Georgia
$227K – – –
GT
364
Glenmede Trust
Pennsylvania
$224K -$49.1K -2,550 -19%
PAS
365
Park Avenue Securities
New York
$224K -$44.5K -2,314 -17%
TWM
366
Tradition Wealth Management
Minnesota
$222K +$209K +10,870 New
RAS
367
RPS Advisory Solutions
Kentucky
$219K +$207K +10,770 New
Natixis Advisors
368
Natixis Advisors
Massachusetts
$219K +$207K +10,740 New
IA
369
Inspire Advisors
Idaho
$217K +$205K +10,634 New
AWA
370
Arkadios Wealth Advisors
Georgia
$214K – – –
DWT
371
Dorsey & Whitney Trust
South Dakota
$212K – – –
VH
372
Visionary Horizons
Tennessee
$210K – – –
SCA
373
Stonebridge Capital Advisors
Minnesota
$209K – – –
CCT
374
Capital City Trust
Florida
$209K +$197K +10,250 New
CLA
375
Carnegie Lake Advisors
New Jersey
$208K +$196K +10,200 New
13 14
15
16 17

PHYS Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2024, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PHYS positions and 20 closed out — a net gain of 36 holders — while 130 added to existing stakes and 122 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $52.9M. The largest seller was Simplicity Wealth, cutting an estimated $72.5M.

  • 464 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2024, up from 431 in Q2 2024.
  • Funds reported $2.38B of Sprott Physical Gold stock for Q3 2024, up 12% quarter-over-quarter.
  • 56 funds opened new Sprott Physical Gold positions in Q3 2024 and 20 closed out, a net change of +36 holders.
  • The largest Sprott Physical Gold buyer in Q3 2024 was International Assets Investment Management, an estimated $52.9M added.
  • The largest Sprott Physical Gold seller in Q3 2024 was Simplicity Wealth, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2024.