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Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$36M
2
RJA
2
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$114M
3
BFG
3
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
5
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWTC
51
Laird Norton Wetherby Trust Company
Washington
$9.42M -$357K -17,511 -4%
OBGC
52
O'Brien Greene & Co
Pennsylvania
$9.39M -$282K -13,848 -3%
WMWM
53
Whitaker-Myers Wealth Managers
Ohio
$9.29M +$1.19M +58,200 +15%
CCT
54
Chemung Canal Trust
New York
$9.11M +$3.19M +156,639 +54%
EFS
55
Essex Financial Services
Connecticut
$8.87M -$174K -8,140 -2%
AWS
56
Atria Wealth Solutions
New York
$8.4M +$17.5K +860 +0.2%
GEM
57
Global Endowment Management
North Carolina
$8.07M -$1.63M -80,000 -17%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$8.06M +$3.43M +168,288 +74%
SA
59
Sanctuary Advisors
Indiana
$7.99M -$3.36M -161,458 -30%
SAM
60
Silvercrest Asset Management
New York
$7.92M – – –
GIM
61
Guild Investment Management
California
$7.88M -$5.91K -290 -0.1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$7.51M +$1.94M +95,067 +35%
MLIM
63
Mountain Lake Investment Management
Florida
$7.44M – – –
AC
64
Amitell Capital
Singapore
$6.99M – – –
PSP
65
Pacific Sage Partners
Washington
$6.67M +$74.7K +3,663 +1%
SPIA
66
Steward Partners Investment Advisory
New York
$6.6M +$336K +16,475 +5%
BPWM
67
Black Point Wealth Management
Florida
$6.59M -$28K -1,375 -0.4%
PFS
68
Prospera Financial Services
Texas
$6.43M +$301K +14,758 +5%
BFO
69
Biltmore Family Office
North Carolina
$6.36M -$10.2K -500 -0.2%
SAS
70
SMI Advisory Services
Indiana
$6.36M +$284K +13,816 +5%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$6.17M – – –
B
72
Bailard
California
$6.1M -$5.36K -263 -0.1%
Jane Street
73
Jane Street
New York
$5.78M -$5.49M -269,253 -49%
VA
74
Vident Advisory
Georgia
$5.74M -$44.8K -2,198 -0.8%
ASN
75
Advisory Services Network
Georgia
$5.53M – – –
1 2
3
4 5