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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 %
CAS
451
Coppell Advisory Solutions
Texas
$3.48K -$905 -44 -21%
CPA
452
Capital Performance Advisors
California
$3.41K +$3.41K +167 New
TAM
453
Tucker Asset Management
Colorado
$3.18K – – –
PCMC
454
Planning Capital Management Corporation
Pennsylvania
$2.55K +$2.55K +125 New
TC
455
Truvestments Capital
Florida
$2.04K +$2.04K +100 New
AF
456
Advisornet Financial
Minnesota
$1.02K – – –
KFI
457
Key Financial Inc
Pennsylvania
$937 – – –
PWMG
458
Prestige Wealth Management Group
New Jersey
$102 – – –
IHWM
459
Iron Horse Wealth Management
Iowa
$41 – – –
HNB
460
Huntington National Bank
Ohio
$20 -$18 – –
BDF
461
Black Diamond Financial
Maryland
– -$665K -36,800 Closed
LPP
462
Life Planning Partners
Florida
– -$594K -32,910 Closed
AM
463
Account Management
Massachusetts
– -$454K -25,150 Closed
Millennium Management
464
Millennium Management
New York
– -$401K -22,200 Closed
HTC
465
Haverford Trust Company
Pennsylvania
– -$369K -20,405 Closed
BW
466
Bison Wealth
Georgia
– -$293K -16,951 Closed
CPIG
467
Chicago Partners Investment Group
Illinois
– -$216K -11,549 Closed
NWA
468
Navis Wealth Advisors
New York
– -$206K -11,431 Closed
AG
469
Advocate Group
Minnesota
– -$197K -10,884 Closed
CBT
470
Central Bank & Trust
Kentucky
– -$109K -6,040 Closed
GI
471
Gradient Investments
Minnesota
– -$96.3K -5,332 Closed
1832 Asset Management
472
1832 Asset Management
Ontario, Canada
– -$60.5K -3,350 Closed
BCV
473
Banque Cantonale Vaudoise
Switzerland
– -$36K -2,000 Closed
RFA
474
Register Financial Advisors
Georgia
– -$27.5K -1,525 Closed
BEI
475
Benjamin Edwards Inc
Missouri
– -$22K -1,206 Closed
16 17 18
19
20