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Sprott Physical Gold
PHYS

Overview Fund Activity

319 hedge funds and large institutions have $1.29B invested in Sprott Physical Gold in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
34
Increased
89
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$79.2M
2
SC
2
SouthState Corp
Florida
$23.7M
3
II
3
Inspire Investing
Idaho
$4.36M
4
Truist Financial
4
Truist Financial
North Carolina
$6M
5
Bank of America
5
Bank of America
North Carolina
$12M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$101M
2
OFG
2
OTA Financial Group
New York
$3.09M
3
LPL Financial
3
LPL Financial
California
$8.25M
4
PPW
4
Pasadena Private Wealth
California
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
51
Essex Financial Services
Connecticut
$3.93M – – –
BFO
52
Biltmore Family Office
North Carolina
$3.91M +$523K +37,283 +15%
TCM
53
Tradewinds Capital Management
Washington
$3.72M +$741K +52,842 +25%
NC
54
NovaPoint Capital
Georgia
$3.61M -$17.5K -1,248 -0.5%
SI
55
Sprott Inc
Ontario, Canada
$3.52M +$168K +11,952 +5%
SW
56
SVB Wealth
Massachusetts
$3.27M – – –
HSWM
57
Hubbell Strickland Wealth Management
Louisiana
$3.12M +$67.4K +4,803 +2%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$3.1M +$2.15M +153,488 +227%
OFG
59
OTA Financial Group
New York
$3.09M -$7.32M -521,474 -70%
ST
60
Sentinel Trust
Texas
$3.02M – – –
AFP
61
Ausdal Financial Partners
Iowa
$2.9M +$2.08M +148,555 +254%
IA
62
Inspire Advisors
Idaho
$2.81M +$2.81M +200,214 New
BA
63
Bennicas & Associates
California
$2.75M – – –
SCM
64
Sterneck Capital Management
Missouri
$2.74M +$309K +21,594 +13%
SAM
65
Silvercrest Asset Management
New York
$2.71M – – –
Stifel Financial
66
Stifel Financial
Missouri
$2.62M +$90.1K +6,423 +4%
William Blair & Company
67
William Blair & Company
Illinois
$2.6M +$1.02M +72,432 +64%
CC
68
Chicago Capital
Illinois
$2.58M – – –
GWM
69
Geneos Wealth Management
Colorado
$2.56M +$556K +39,224 +28%
SPIA
70
Steward Partners Investment Advisory
New York
$2.54M +$1.34M +95,250 +112%
AA
71
Ancora Advisors
Ohio
$2.5M +$77.2K +5,500 +3%
MLIM
72
Mountain Lake Investment Management
Florida
$2.46M -$2.17M -155,000 -47%
ADBIC
73
A.D. Beadell Investment Counsel
Wisconsin
$2.45M -$28.1K -2,000 -1%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.38M +$341K +24,281 +17%
ECM
75
Evergreen Capital Management
Washington
$2.34M +$12.6K +900 +0.5%
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