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Sprott Physical Gold
PHYS

Overview Fund Activity

179 hedge funds and large institutions have $385M invested in Sprott Physical Gold in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
17
Increased
42
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$39.7M
2
PHS
2
Pekin Hardy Strauss
Illinois
$51.4M
3
KP
3
Keel Point
Alabama
$4.39M
4
MIM
4
Macroview Investment Management
Maryland
$3.05M
5
EAM
5
Evanson Asset Management
California
$47.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.61M
2
OFG
2
OTA Financial Group
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$479K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$165K
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$399K +$111K +10,638 +38%
WPC
77
White Pine Capital
Minnesota
$398K -$70.1K -6,700 -15%
AM
78
Account Management
Massachusetts
$388K – – –
ECM
79
Evergreen Capital Management
Washington
$374K -$464K – –
FCT
80
Family Capital Trust
Massachusetts
$366K – – –
FCH
81
Freestone Capital Holdings
Washington
$357K +$1.05K +100 +0.3%
AWE
82
Avidian Wealth Enterprises
Texas
$345K +$5.64K +540 +2%
SG
83
StoneX Group
New York
$339K – – –
LA
84
Lau Associates
Delaware
$334K – – –
ACP
85
Aveo Capital Partners
Colorado
$315K – – –
CCA
86
Cobblestone Capital Advisors
New York
$313K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$308K -$10.5K -1,000 -3%
FAAS
88
First Allied Advisory Services
California
$304K -$12K -1,152 -4%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$303K +$303K +29,027 New
PFM
90
Peak Financial Management
Massachusetts
$303K – – –
SPC
91
Sigma Planning Corp
Michigan
$297K -$15.8K -1,510 -5%
WT
92
Whittier Trust
California
$294K +$199K +19,025 +210%
TCM
93
Tradewinds Capital Management
Washington
$285K +$4.98K +476 +2%
BWP
94
BSW Wealth Partners
Colorado
$266K – – –
HPCM
95
High Pointe Capital Management
Illinois
$262K +$262K +25,060 New
SI
96
Stephens Inc
Arkansas
$261K – – –
AIM
97
Arcadia Investment Management
Michigan
$246K -$242K – –
UR
98
USCA RIA
Texas
$242K +$31.3K +3,000 +15%
OC
99
Oppenheimer & Co
New York
$232K -$26.1K -2,500 -10%
GG
100
Gofen & Glossberg
Illinois
$229K – – –
2 3
4
5 6