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Sprott Physical Gold

312 hedge funds and large institutions have $1.23B invested in Sprott Physical Gold in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

5% more funds holding

Funds holding: 297312 (+15)

0.03% less ownership

Funds ownership: 28.08%28.05% (-0.03%)

7% less capital invested

Capital invested by funds: $1.33B → $1.23B (-$99M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
312
Holders Change
+15
Holders Change %
+5.05%
% of All Funds
5.48%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
39
Increased
100
Reduced
77
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$3.93M +$611K +43,130 +17%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$3.82M -$771K -54,412 -16%
NC
53
NovaPoint Capital
Georgia
$3.47M +$278K +19,584 +8%
Millennium Management
54
Millennium Management
New York
$3.42M -$1.1M -77,714 -23%
FP
55
Financial Perspectives
Minnesota
$3.37M +$593K +41,822 +1,241%
BFO
56
Biltmore Family Office
North Carolina
$3.23M +$1.08M +76,111 +46%
GEM
57
Global Endowment Management
North Carolina
$3.22M +$2.14M +151,300 +171%
SI
58
Sprott Inc
Ontario, Canada
$3.2M +$1.49M +105,341 +79%
SW
59
SVB Wealth
Massachusetts
$3.12M
HSWM
60
Hubbell Strickland Wealth Management
Louisiana
$2.92M +$196K +13,847 +7%
ST
61
Sentinel Trust
Texas
$2.88M
TCM
62
Tradewinds Capital Management
Washington
$2.84M +$621K +43,827 +26%
BA
63
Bennicas & Associates
California
$2.63M -$35.4K -2,500 -1%
SAM
64
Silvercrest Asset Management
New York
$2.59M
CC
65
Chicago Capital
Illinois
$2.47M
Stifel Financial
66
Stifel Financial
Missouri
$2.42M +$32.4K +2,284 +1%
ADBIC
67
A.D. Beadell Investment Counsel
Wisconsin
$2.36M -$539 -38 -0%
BFA
68
Beaumont Financial Advisors
Massachusetts
$2.34M -$2.05M -144,772 -45%
AA
69
Ancora Advisors
Ohio
$2.31M -$19K -1,341 -0.8%
SCM
70
Sterneck Capital Management
Missouri
$2.28M +$2.41M +170,084 New
Jane Street
71
Jane Street
New York
$2.25M +$1.18M +83,138 +98%
ECM
72
Evergreen Capital Management
Washington
$2.22M +$301K +21,200 +15%
SJIC
73
St. James Investment Company
Texas
$2.18M -$238K -16,800 -9%
MCC
74
Money Concepts Capital
Florida
$2.08M +$495K +34,908 +29%
Truist Financial
75
Truist Financial
North Carolina
$2.07M +$2.19M +154,423 New

PHYS Hedge Fund Activity: Q1 2021 in Review

312 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q1 2021, worth a combined $1.23B — down 7.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PHYS positions and 23 closed out — a net gain of 16 holders — while 100 added to existing stakes and 77 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $32.9M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $42.3M sold.

  • 312 institutional investors held Sprott Physical Gold (PHYS) as of Q1 2021, up from 297 in Q4 2020.
  • Funds reported $1.23B of Sprott Physical Gold stock for Q1 2021, down 7.5% quarter-over-quarter.
  • 39 funds opened new Sprott Physical Gold positions in Q1 2021 and 23 closed out, a net change of +16 holders.
  • The largest Sprott Physical Gold buyer in Q1 2021 was Jupiter Asset Management, an estimated $32.9M added.
  • The largest Sprott Physical Gold seller in Q1 2021 was Boothbay Fund Management, an estimated $42.3M sold.

Based on aggregated 13F filings for Q1 2021.