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Sprott Physical Gold
PHYS

Overview Fund Activity

378 hedge funds and large institutions have $1.54B invested in Sprott Physical Gold in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.39%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.51%
New
35
Increased
110
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$114M
2
CAN
2
Cetera Advisor Networks
California
$15.6M
3
SAS
3
SMI Advisory Services
Indiana
$44M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.1M
5
CTC
5
Central Trust Company
Missouri
$104M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$67.7M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.3M
3
II
3
Inspire Investing
Idaho
$11.2M
4
LPL Financial
4
LPL Financial
California
$9.58M
5
AWS
5
Atria Wealth Solutions
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$3.24M +$2.89M +203,572 +821%
SCM
77
Sterneck Capital Management
Missouri
$3.18M +$113K +7,971 +4%
LI
78
Latigo Investments
Florida
$3.04M – – –
TC
79
Telemus Capital
Michigan
$3.02M -$109K -7,689 -3%
WMSA
80
Weiss Multi-Strategy Advisers
New York
$2.99M +$1.57M +110,515 +111%
WIM
81
Warwick Investment Management
Texas
$2.97M – – –
NW
82
NewEdge Wealth
Pennsylvania
$2.93M +$33.3K +2,350 +1%
LNC
83
Lincoln National Corp
Pennsylvania
$2.93M +$988K +69,661 +51%
Stifel Financial
84
Stifel Financial
Missouri
$2.91M +$86.4K +6,095 +3%
CUAMC
85
China Universal Asset Management Company
China
$2.69M -$142K -10,000 -5%
CC
86
Chicago Capital
Illinois
$2.61M – – –
BA
87
Bennicas & Associates
California
$2.61M – – –
Cohen & Steers
88
Cohen & Steers
New York
$2.47M – – –
APG
89
Abacus Planning Group
South Carolina
$2.42M – – –
FSA
90
Financial Sense Advisors
California
$2.42M +$2.42M +170,557 New
FT
91
Fiduciary Trust
Massachusetts
$2.35M +$1.29M +91,200 +123%
BFS
92
Bard Financial Services
Connecticut
$2.34M -$128K -9,000 -5%
CA
93
Clearstead Advisors
Ohio
$2.32M +$510K +35,950 +28%
IWP
94
Insight Wealth Partners
Texas
$2.28M +$10.8K +765 +0.5%
SAM
95
Silvercrest Asset Management
New York
$2.27M +$1.9M +133,678 +503%
ADBIC
96
A.D. Beadell Investment Counsel
Wisconsin
$2.24M -$143K -10,104 -6%
CF
97
Centaurus Financial
California
$2.23M +$490K +34,540 +28%
SJIC
98
St. James Investment Company
Texas
$2.16M +$5.67K +400 +0.3%
William Blair & Company
99
William Blair & Company
Illinois
$1.97M +$68.8K +4,850 +4%
AAS
100
Ameritas Advisory Services
Nebraska
$1.94M +$1.75M +123,707 +936%
2 3
4
5 6