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Sprott Physical Gold
PHYS

Overview Fund Activity

273 hedge funds and large institutions have $1.18B invested in Sprott Physical Gold in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+14
Holders Change %
+5.41%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
34
Increased
114
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$45M
2
CTC
2
Central Trust Company
Missouri
$37.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$66.8M
4
F
4
Filament
Washington
$16.4M
5
Wells Fargo
5
Wells Fargo
California
$33.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
CWA
2
Capital Wealth Alliance
Arizona
$10.4M
3
OFG
3
OTA Financial Group
New York
$0
4
QP
4
Quilter Plc
United Kingdom
$6.58M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SVB Wealth
Massachusetts
$3.08M +$2.04M +135,745 +198%
BA
52
Bennicas & Associates
California
$2.99M – – –
Stifel Financial
53
Stifel Financial
Missouri
$2.97M +$374K +24,835 +14%
SAM
54
Silvercrest Asset Management
New York
$2.91M – – –
CC
55
Chicago Capital
Illinois
$2.77M – – –
SJIC
56
St. James Investment Company
Texas
$2.69M +$38K +2,525 +1%
ADBIC
57
A.D. Beadell Investment Counsel
Wisconsin
$2.65M +$7.52K +500 +0.3%
HSWM
58
Hubbell Strickland Wealth Management
Louisiana
$2.53M +$1.35M +89,896 +115%
BFO
59
Biltmore Family Office
North Carolina
$2.48M +$1.05M +69,430 +73%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.33M -$895K -59,437 -28%
NSIM
61
North Star Investment Management
Illinois
$2.19M +$730K +48,500 +50%
BRWM
62
B. Riley Wealth Management
Tennessee
$2.08M +$935K +62,133 +82%
TCM
63
Tradewinds Capital Management
Washington
$2.06M +$345K +22,902 +20%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$2.02M -$94.5K -6,278 -4%
TF
65
TIAA FSB
Florida
$1.99M +$826K +54,925 +71%
SPIA
66
Steward Partners Investment Advisory
New York
$1.96M +$473K +31,427 +32%
BAM
67
Belpointe Asset Management
Nevada
$1.94M +$716K +47,564 +59%
CA
68
Clearstead Advisors
Ohio
$1.92M +$1.92M +127,469 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.76M +$1.45M +96,438 +465%
WP
70
WealthShield Partners
North Carolina
$1.74M +$1.74M +115,786 New
RDWM
71
Red Door Wealth Management
Tennessee
$1.74M – – –
William Blair & Company
72
William Blair & Company
Illinois
$1.7M -$138K -9,182 -8%
VC
73
Veracity Capital
Georgia
$1.7M -$178K -11,832 -9%
EFS
74
Essex Financial Services
Connecticut
$1.67M +$65.4K +11 +4%
BS
75
Boenning & Scattergood
Pennsylvania
$1.65M – – –
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3
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