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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.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.84%
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
1
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
3
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
4
Flow Traders U.S.
New York
$5.57M
5
BCM
5
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
2
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
4
Citadel Advisors
Florida
$399K
5
JAM
5
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$14.7M +$543K +34,069 +4%
SAS
27
SMI Advisory Services
Indiana
$14.3M -$31.5M -2,008,397 -69%
CWA
28
Capital Wealth Alliance
Arizona
$13.8M +$23.6K +1,482 +0.2%
Bank of America
29
Bank of America
North Carolina
$13.8M +$123K +7,741 +0.9%
CF
30
Concorde Financial
Texas
$13.7M +$16.9K +1,063 +0.1%
MIM
31
Meixler Investment Management
Arizona
$13.5M +$175K +10,974 +1%
HighTower Advisors
32
HighTower Advisors
Illinois
$13.3M +$1.17M +73,412 +10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$12.9M +$308K +19,303 +2%
BA
34
Bridge Advisory
California
$12.7M +$512K +32,130 +4%
SDWIA
35
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$12.2M -$215K -13,470 -2%
RJA
36
Raymond James & Associates
Florida
$12.2M +$1.64M +102,796 +16%
VDBMI
37
Van Den Berg Management I
Texas
$11.3M +$133K +8,329 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$10.4M +$319K +19,780 +3%
CC
39
Cannell & Co
New York
$9.85M -$3.88M -243,725 -28%
CWP
40
Cyndeo Wealth Partners
Florida
$9.78M +$79K +4,961 +0.8%
BPA
41
Beacon Pointe Advisors
California
$9.5M -$308K -19,329 -3%
QP
42
Quilter Plc
United Kingdom
$9.23M -$336K -21,086 -4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$8.89M -$320K -20,087 -3%
PTC
44
Philadelphia Trust Company
Pennsylvania
$8.71M -$343K -21,530 -4%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$8.12M -$321K -20,260 -4%
Cohen & Steers
46
Cohen & Steers
New York
$7.92M +$1.24M +78,000 +19%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$7.86M +$712K +44,687 +10%
LNWTC
48
Laird Norton Wetherby Trust Company
Washington
$7.69M -$6.53M -409,928 -46%
EH
49
Equitable Holdings
New York
$7.63M +$1.09M +68,189 +17%
GEM
50
Global Endowment Management
North Carolina
$7.58M – – –
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