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Sprott Physical Gold

166 hedge funds and large institutions have $333M invested in Sprott Physical Gold in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 167166 (-1)

2.47% less ownership

Funds ownership: 19.37%16.9% (-2.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less capital invested

Capital invested by funds: $440M → $333M (-$107M)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
3.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
14
Increased
29
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Lau Associates
Delaware
$305K
SPIA
77
Steward Partners Investment Advisory
New York
$301K +$290K +29,721 +1,694%
WT
78
Whittier Trust
California
$299K
SG
79
StoneX Group
New York
$297K +$11K +1,125 +4%
ACP
80
Aveo Capital Partners
Colorado
$296K -$75.2K -7,700 -20%
SPC
81
Sigma Planning Corp
Michigan
$293K -$16.3K -1,670 -5%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$288K +$2.63K +269 +0.9%
CCA
83
Cobblestone Capital Advisors
New York
$286K
PFM
84
Peak Financial Management
Massachusetts
$277K
KJHP
85
K.J. Harrison & Partners
Ontario, Canada
$267K
ECM
86
Evergreen Capital Management
Washington
$258K
TCM
87
Tradewinds Capital Management
Washington
$256K +$54.5K +5,578 +26%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$248K -$339K -34,681 -57%
SI
89
Stephens Inc
Arkansas
$239K +$244K +25,000 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$238K -$38.5K -3,944 -14%
OC
91
Oppenheimer & Co
New York
$236K
WTC
92
WhitTier Trust Company
Nevada
$226K
GG
93
Gofen & Glossberg
Illinois
$208K
SCM
94
Sterneck Capital Management
Missouri
$206K -$3.01K -308 -1%
WSFS
95
Wilmington Savings Fund Society
Delaware
$203K
CSIC
96
Clifford Swan Investment Counsel
California
$201K
BW
97
Bison Wealth
Georgia
$200K -$4.81K -492 -2%
William Blair & Company
98
William Blair & Company
Illinois
$200K
LPT
99
Legacy Private Trust
Wisconsin
$196K
LW
100
Linscomb Wealth
Texas
$196K