PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
$36M
2
RJA
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
BFG
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
376
Mendota Financial Group
Wisconsin
$204K – – –
MCM
377
MAI Capital Management
Ohio
$204K – – –
Vontobel Holding
378
Vontobel Holding
Switzerland
$204K +$204K +10,000 New
WC
379
Wexford Capital
Florida
$204K +$204K +10,000 New
OLA
380
Oliver Luxxe Assets
New Jersey
$203K +$203K +9,985 New
PFA
381
Pure Financial Advisors
California
$200K -$38.7K -1,900 -16%
UBS Group
382
UBS Group
Switzerland
$188K +$183K +8,996 +3,598%
ACA
383
Atlas Capital Advisors
Wyoming
$183K – – –
PCFFS
384
Pacific Center for Financial Services
California
$178K – – –
AAG
385
Armstrong Advisory Group
Massachusetts
$159K – – –
PTC
386
Private Trust Company
Ohio
$153K +$51K +2,500 +50%
PA
387
Parallel Advisors
California
$153K +$10.2K +500 +7%
EPW
388
Evergreen Private Wealth
Colorado
$149K -$10.4K -509 -7%
CA
389
CoreCap Advisors
Michigan
$145K +$14.3K +700 +11%
EB
390
Eastern Bank
Massachusetts
$145K +$145K +7,103 New
CFGS
391
Concourse Financial Group Securities
Alabama
$140K +$12.5K +615 +10%
IAIM
392
International Assets Investment Management
Florida
$140K +$135K +2,748,335 +2,472%
WSFS
393
Wilmington Savings Fund Society
Delaware
$132K +$132K +6,500 New
WWP
394
WR Wealth Planners
Missouri
$129K -$16.5K -810 -11%
HIA
395
Harbor Investment Advisory
Maryland
$124K – – –
SWM
396
Sugarloaf Wealth Management
Georgia
$122K – – –
RTL
397
Red Tortoise LLC
Georgia
$114K – – –
AT
398
Arlington Trust
Alabama
$106K +$106K +5,206 New
CT
399
Colonial Trust
South Carolina
$106K – – –
AF
400
Allworth Financial
California
$104K +$2.16K +106 +2%
14 15
16
17 18