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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 %
SIS
376
Sound Income Strategies
Florida
$17.3K – – –
GCM
377
Gables Capital Management
Florida
$17.3K – – –
RFA
378
Register Financial Advisors
Georgia
$17.3K +$17.3K +1,000 New
PP
379
Pacifica Partners
Canada
$16.9K – – –
BONH
380
Bank of New Hampshire
New Hampshire
$13.8K – – –
UB
381
UMB Bank
Missouri
$13.8K +$13.8K +800 New
SSB
382
Sandy Spring Bank
Maryland
$13K – – –
PFBT
383
Parkside Financial Bank & Trust
Missouri
$12.5K -$13.5K -780 -52%
TCM
384
Tradewinds Capital Management
Washington
$11.8K – – –
BEI
385
Benjamin Edwards Inc
Missouri
$11K – – –
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$10.6K – – –
CA
387
Continuum Advisory
Idaho
$10.2K +$10.2K +560 New
JFA
388
JNBA Financial Advisors
Minnesota
$8.75K – – –
BlackRock
389
BlackRock
New York
$8.22K +$8.22K +475 New
BTI
390
Blue Trust Inc
Georgia
$5.99K +$5.99K +346 New
PS
391
Principal Securities
Iowa
$5.45K – – –
CJ
392
Caitlin John
Michigan
$5.19K – – –
PA
393
Pineridge Advisors
Missouri
$5.19K – – –
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$4.79K -$4.69K -271 -49%
FGAM
395
Financial Gravity Asset Management
Texas
$4.78K – – –
FCAS
396
First Command Advisory Services
Texas
$3.53K +$3.53K +204 New
TAM
397
Tucker Asset Management
Colorado
$2.7K – – –
GRP
398
Global Retirement Partners
California
$1.78K +$1.78K +103 New
MA
399
Montag & Associates
Georgia
$1.13K – – –
Toronto Dominion Bank
400
Toronto Dominion Bank
Ontario, Canada
$1.06K -$57K -3,294 -98%
14 15
16
17 18