Sprott Physical Gold
PHYS
464 hedge funds and large institutions have $2.38B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 20 closing their positions.
180% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $2.12B → $2.38B (+$258M)
8% more funds holding
Funds holding: 431 → 464 (+33)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
7% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 122
0.39% less ownership
Funds ownership: 29.46% → 29.07% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$52.9M |
| 2 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$33.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$72.5M |
| 2 |
Morgan Stanley
New York
|
-$25.8M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$14.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.87M |
| 5 |
Jane Street
New York
|
-$5.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
476
Gradient Investments
Arden Hills,
Minnesota
| – | -$96.3K | -5,332 | Closed |
|
477
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$60.5K | -3,350 | Closed |
|
|
BCV
478
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$36K | -2,000 | Closed |
|
|
RFA
479
Register Financial Advisors
Atlanta,
Georgia
| – | -$27.5K | -1,525 | Closed |
|
|
BEI
480
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$22K | -1,206 | Closed |
|
|
PA
481
Pineridge Advisors
St. Charles,
Missouri
| – | -$5.42K | -300 | Closed |
|
|
FCAS
482
First Command Advisory Services
Fort Worth,
Texas
| – | -$3.68K | -204 | Closed |
|
|
CFD
483
Creative Financial Designs
Kokomo,
Indiana
| – | -$3.61K | -200 | Closed |
|
484
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2.82K | -156 | Closed |
|
|
CP
485
Castleview Partners
Dallas,
Texas
| – | -$1.19K | -66 | Closed |
|
PHYS Hedge Fund Activity: Q3 2024 in Review
464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2024, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PHYS positions and 20 closed out — a net gain of 36 holders — while 130 added to existing stakes and 122 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $52.9M. The largest seller was Simplicity Wealth, cutting an estimated $72.5M.
- 464 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2024, up from 431 in Q2 2024.
- Funds reported $2.38B of Sprott Physical Gold stock for Q3 2024, up 12% quarter-over-quarter.
- 56 funds opened new Sprott Physical Gold positions in Q3 2024 and 20 closed out, a net change of +36 holders.
- The largest Sprott Physical Gold buyer in Q3 2024 was International Assets Investment Management, an estimated $52.9M added.
- The largest Sprott Physical Gold seller in Q3 2024 was Simplicity Wealth, an estimated $72.5M sold.
Based on aggregated 13F filings for Q3 2024.