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Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
Morgan Stanley
New York
$83.4M
3
BCM
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
EP Wealth Advisors
California
$389K
2
MAM
Monaco Asset Management
Monaco
$0
3
MCC
Money Concepts Capital
Florida
$643K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
376
O'Dell Group
Ohio
$1.49K +$1.49K +100 New
MA
377
Montag & Associates
Georgia
$970 – – –
KFI
378
Key Financial Inc
Pennsylvania
$686 – – –
PWMG
379
Prestige Wealth Management Group
New Jersey
$75 – – –
HNB
380
Huntington National Bank
Ohio
$15 -$15 – –
MAM
381
Monaco Asset Management
Monaco
– -$18.5M -1,196,000 Closed
MFG
382
Mendota Financial Group
Wisconsin
– -$4.27M -277,783 Closed
GMA
383
Glassy Mountain Advisors
Maryland
– -$3.31M -214,134 Closed
BFM
384
Boothbay Fund Management
New York
– -$1.26M -81,386 Closed
LOPW
385
Live Oak Private Wealth
North Carolina
– -$1.25M -80,605 Closed
MML Investors Services
386
MML Investors Services
Massachusetts
– -$868K -56,147 Closed
NCM
387
Northside Capital Management
Oregon
– -$794K -51,378 Closed
UCFA
388
United Capital Financial Advisors
Texas
– -$780K -50,473 Closed
GWS
389
Glassman Wealth Services
Virginia
– -$494K -31,965 Closed
Brown Advisory
390
Brown Advisory
Maryland
– -$456K -29,511 Closed
HF
391
HRT Financial
New York
– -$383K -24,812 Closed
LW
392
Linscomb Wealth
Texas
– -$334K -21,600 Closed
BAM
393
Belpointe Asset Management
Nevada
– -$314K -20,331 Closed
SAMC
394
Spectrum Asset Management (California)
California
– -$276K -17,880 Closed
BSC
395
Brown Shipley & Co
United Kingdom
– -$263K -17,000 Closed
CG
396
Clarus Group
Texas
– -$235K -15,218 Closed
CCWA
397
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$222K -14,330 Closed
SC
398
Savant Capital
Illinois
– -$214K -13,848 Closed
Millennium Management
399
Millennium Management
New York
– -$207K -13,400 Closed
KAM
400
Knightsbridge Asset Management
California
– -$193K -12,460 Closed
13 14 15
16
17