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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
401
Bard Financial Services
Connecticut
– -$1.52M -106,220 Closed
Federated Hermes
402
Federated Hermes
Pennsylvania
– -$1.43M -100,000 Closed
BTI
403
Blue Trust Inc
Georgia
– -$1.01M -67,886 Closed
OP
404
ORG Partners
Indiana
– -$904K -63,130 Closed
TSS
405
Two Sigma Securities
New York
– -$604K -42,187 Closed
AWM
406
Axxcess Wealth Management
California
– -$481K -33,581 Closed
SC
407
Sepio Capital
Utah
– -$445K -31,081 Closed
SW
408
SVB Wealth
Massachusetts
– -$388K -27,065 Closed
CA
409
Cambridge Advisors
Nebraska
– -$345K -24,116 Closed
LPT
410
Legacy Private Trust
Wisconsin
– -$295K -20,575 Closed
MG
411
Mather Group
Illinois
– -$276K -19,300 Closed
CWG
412
Crown Wealth Group
North Carolina
– -$241K -16,845 Closed
CW
413
Channel Wealth
California
– -$193K -13,457 Closed
EFG
414
Ethos Financial Group
Pennsylvania
– -$177K -12,329 Closed
CWM
415
Campbell Wealth Management
Virginia
– -$168K -11,700 Closed
Vontobel Holding
416
Vontobel Holding
Switzerland
– -$168K -11,700 Closed
TWA
417
TCI Wealth Advisors
Arizona
– -$162K -11,309 Closed
OIA
418
OneDigital Investment Advisors
Kansas
– -$146K -10,200 Closed
WWP
419
WR Wealth Planners
Missouri
– -$114K -7,985 Closed
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
– -$7.58K -529 Closed
NMG
421
New Millennium Group
Utah
– -$7.16K -500 Closed
CIA
422
Cape Investment Advisory
Georgia
– -$4.3K -300 Closed
LFA
423
LGT Financial Advisors
Texas
– -$1.29K -90 Closed
VAG
424
VisionPoint Advisory Group
Texas
– -$945 -66 Closed
CAM
425
Cidel Asset Management
Ontario, Canada
– -$166K – –
13 14 15 16
17