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 %
AWM
401
Avior Wealth Management
Nebraska
$104K – – –
CTA
402
Colonial Trust Advisors
South Carolina
$102K – – –
JFA
403
JNBA Financial Advisors
Minnesota
$87.6K +$77.2K +3,790 +749%
EWM
404
Evermay Wealth Management
Virginia
$79.6K – – –
WT
405
Washington Trust
Rhode Island
$71.1K – – –
CHA
406
Carmichael Hill & Associates
Maryland
$66.8K – – –
1IA
407
1620 Investment Advisors
Massachusetts
$62.5K – – –
RVM
408
Robinson Value Management
Texas
$61.1K – – –
SS
409
Sunbelt Securities
Texas
$61.1K +$4.08K +200 +7%
FHA
410
First Horizon Advisors
Tennessee
$53.8K +$53.8K +2,639 New
MTIC
411
Missouri Trust & Investment Company
Missouri
$53.2K +$32.8K +1,609 +161%
SJIM
412
St. Johns Investment Management
Florida
$50.5K +$50.5K +2,480 New
NS
413
NBC Securities
Alabama
$50K – – –
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$43.5K – – –
DSC
415
Duncker Streett & Co
Missouri
$40K – – –
BWP
416
Baldwin Wealth Partners
Massachusetts
$34.3K – – –
HPC
417
HM Payson & Co
Maine
$33.7K -$16.3K -800 -33%
MG
418
Mather Group
Illinois
$32.7K -$334K -16,399 -91%
CWP
419
Concord Wealth Partners
Virginia
$32.6K – – –
ADL
420
Asset Dedication LLC
California
$29.3K – – –
LIS
421
Legacy Investment Solutions
Idaho
$27.7K +$27.7K +1,400 New
LWMI
422
Legacy Wealth Management (Idaho)
Idaho
$27.7K +$27.7K +1,400 New
HNB
423
Hilltop National Bank
Wyoming
$25.8K – – –
GAG
424
Goodman Advisory Group
Massachusetts
$23.1K – – –
TC
425
Trust Company
Kansas
$22.2K +$22.2K +1,090 New
15 16
17
18 19