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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
3
Central Trust Company
Missouri
$95.6M
4
EAM
4
Evanson Asset Management
California
$104M
5
NW
5
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.9M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
4
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
5
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$10.8M +$10.8M +754,641 New
KOC
27
Koss-Olinger Consulting
Florida
$10.7M – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$10.4M +$1.85M +128,521 +22%
QP
29
Quilter Plc
United Kingdom
$9.96M -$731K -51,742 -7%
CF
30
Concorde Financial
Texas
$9.88M +$9.88M +693,131 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$9.84M -$578K -40,220 -6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$9.77M -$135K -9,476 -1%
HighTower Advisors
33
HighTower Advisors
Illinois
$9.64M -$63.5K -4,419 -0.7%
VDBMI
34
Van Den Berg Management I
Texas
$9.63M -$115K -8,008 -1%
LPL Financial
35
LPL Financial
California
$9.24M +$438K +30,495 +5%
SDWIA
36
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$8.85M +$127K +8,850 +1%
RJA
37
Raymond James & Associates
Florida
$8.22M -$475K -33,059 -5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$7.88M +$3.45M +239,921 +78%
OFG
39
OTA Financial Group
New York
$7.64M +$2.79M +194,067 +57%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$7.37M -$18.4K -1,280 -0.2%
TC
41
Telemus Capital
Michigan
$6.77M -$392K -27,285 -5%
PCM
42
Perritt Capital Management
Illinois
$6.66M +$320K +22,261 +5%
GEM
43
Global Endowment Management
North Carolina
$6.47M +$1.01M +70,570 +19%
Truist Financial
44
Truist Financial
North Carolina
$6.4M +$315K +21,920 +5%
OBGC
45
O'Brien Greene & Co
Pennsylvania
$5.83M +$88.9K +6,195 +2%
DTIM
46
Danda Trouve Investment Management
Kansas
$5.63M -$407K -28,336 -7%
EFS
47
Essex Financial Services
Connecticut
$5.63M -$13.1K -913 -0.2%
LCP
48
Legacy Capital Partners
Wisconsin
$5.3M -$303K -21,078 -5%
BFO
49
Biltmore Family Office
North Carolina
$4.63M -$638K -44,430 -12%
OLVIG
50
Oliver Lagore Vanvalin Investment Group
Michigan
$4.6M +$4.6M +320,670 New
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