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Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
1
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
BCM
3
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
5
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$389K
2
MAM
2
Monaco Asset Management
Monaco
$0
3
MCC
3
Money Concepts Capital
Florida
$643K
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
5
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$13.1M -$576K -38,625 -4%
CC
27
Cannell & Co
New York
$13.1M – – –
CWA
28
Capital Wealth Alliance
Arizona
$12.9M +$362K +24,272 +3%
CF
29
Concorde Financial
Texas
$12.8M +$1.3M +87,412 +11%
SPA
30
Sentinel Pension Advisors
Massachusetts
$12.8M +$295K +19,785 +2%
MIM
31
Meixler Investment Management
Arizona
$12.6M -$128K -8,592 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$12.2M -$369K -24,711 -3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$12M +$109K +7,291 +0.9%
BA
34
Bridge Advisory
California
$11.8M -$203K -13,629 -2%
SDWIA
35
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.5M +$86.8K +5,815 +0.8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$9.8M +$2.27M +151,867 +30%
IWC
37
Integrated Wealth Concepts
Massachusetts
$9.53M -$150K -10,052 -2%
VDBMI
38
Van Den Berg Management I
Texas
$9.06M +$2.27M +152,437 +33%
RJA
39
Raymond James & Associates
Florida
$8.98M +$499K +33,425 +6%
CWP
40
Cyndeo Wealth Partners
Florida
$8.89M +$162K +10,826 +2%
PTC
41
Philadelphia Trust Company
Pennsylvania
$8.63M -$245K -16,418 -3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$8.04M -$182K -12,233 -2%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$7.54M +$306K +15,968 +4%
GEM
44
Global Endowment Management
North Carolina
$7.1M – – –
William Blair & Company
45
William Blair & Company
Illinois
$6.78M +$3.01M +201,650 +80%
GIM
46
Guild Investment Management
California
$6.76M -$38.8K -2,600 -0.6%
BPA
47
Beacon Pointe Advisors
California
$6.7M -$2.68M -179,345 -29%
Cohen & Steers
48
Cohen & Steers
New York
$6.65M +$254K +17,040 +4%
AWS
49
Atria Wealth Solutions
New York
$6.52M +$108K +7,256 +2%
EFS
50
Essex Financial Services
Connecticut
$6.34M +$174K +11,665 +3%
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