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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
51
CIBC World Market
Ontario, Canada
$8.39M -$142K -8,217 -2%
Cohen & Steers
52
Cohen & Steers
New York
$8.34M -$259K -15,000 -3%
GEM
53
Global Endowment Management
North Carolina
$8.23M – – –
LNWTC
54
Laird Norton Wetherby Trust Company
Washington
$8.23M -$122K -7,078 -1%
IWC
55
Integrated Wealth Concepts
Massachusetts
$8.1M +$530K +30,659 +7%
AWS
56
Atria Wealth Solutions
New York
$7.88M +$305K +17,624 +4%
Stifel Financial
57
Stifel Financial
Missouri
$7.85M +$464K +26,837 +6%
OBGC
58
O'Brien Greene & Co
Pennsylvania
$7.65M -$201K -11,611 -3%
SAM
59
Scion Asset Management
California
$7.62M +$7.62M +440,729 New
AAG
60
Accordant Advisory Group
Maryland
$7.5M +$7.5M +433,451 New
EFS
61
Essex Financial Services
Connecticut
$7.48M +$118K +6,837 +2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$6.92M -$731K -42,268 -10%
GIM
63
Guild Investment Management
California
$6.59M +$122K +7,050 +2%
WMWM
64
Whitaker-Myers Wealth Managers
Ohio
$6.45M +$1.76M +101,843 +38%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$6.16M +$346K +20,017 +6%
MLIM
66
Mountain Lake Investment Management
Florida
$6.06M +$554K +32,000 +10%
PCM
67
Perritt Capital Management
Illinois
$6.03M +$35.1K +2,027 +0.6%
AC
68
Amitell Capital
Singapore
$5.93M – – –
PSP
69
Pacific Sage Partners
Washington
$5.58M -$6.42K -371 -0.1%
BFO
70
Biltmore Family Office
North Carolina
$5.44M +$346K +20,000 +7%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$5.24M +$5.24M +302,981 New
B
72
Bailard
California
$5.18M -$93.6K -5,411 -2%
PFS
73
Prospera Financial Services
Texas
$5.16M +$492K +28,454 +11%
SPIA
74
Steward Partners Investment Advisory
New York
$4.96M -$76.5K -4,423 -2%
ECM
75
Evergreen Capital Management
Washington
$4.88M -$164K -9,500 -3%
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3
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