PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

361 hedge funds and large institutions have $1.38B invested in Sprott Physical Gold in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-17
Holders Change %
-4.5%
% of All Funds
6.24%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.47%
New
27
Increased
91
Reduced
116
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$20.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$13.7M
3
OFG
3
OTA Financial Group
New York
$17.1M
4
OBGC
4
O'Brien Greene & Co
Pennsylvania
$16.3M
5
JAM
5
Jupiter Asset Management
United Kingdom
$60.4M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$4.1M
2
II
2
Inspire Investing
Idaho
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$92.8M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.3M
5
Wells Fargo
5
Wells Fargo
California
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$2.86M -$119K -9,296 -4%
Creative Planning
77
Creative Planning
Kansas
$2.85M -$73.2K -5,722 -3%
TC
78
Telemus Capital
Michigan
$2.85M +$123K +9,581 +5%
LNC
79
Lincoln National Corp
Pennsylvania
$2.8M +$155K +12,120 +6%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$2.78M -$208K -16,252 -7%
SCM
81
Sterneck Capital Management
Missouri
$2.76M -$107K -8,348 -4%
LI
82
Latigo Investments
Florida
$2.74M – – –
NW
83
NewEdge Wealth
Pennsylvania
$2.65M +$2.69K +210 +0.1%
BRWA
84
B. Riley Wealth Advisors
Florida
$2.62M +$2.09M +163,565 +396%
Stifel Financial
85
Stifel Financial
Missouri
$2.53M -$91.3K -7,136 -3%
CC
86
Chicago Capital
Illinois
$2.36M – – –
BA
87
Bennicas & Associates
California
$2.31M -$38.4K -3,000 -2%
CUAMC
88
China Universal Asset Management Company
China
$2.3M -$128K -10,000 -5%
IWP
89
Insight Wealth Partners
Texas
$2.3M +$246K +19,235 +12%
APG
90
Abacus Planning Group
South Carolina
$2.19M – – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2.17M -$1.04M -80,950 -32%
KJHP
92
K.J. Harrison & Partners
Ontario, Canada
$2.14M -$4.79M -371,025 -69%
ADBIC
93
A.D. Beadell Investment Counsel
Wisconsin
$2.12M +$99.9K +7,808 +5%
FT
94
Fiduciary Trust
Massachusetts
$2.12M – – –
CA
95
Clearstead Advisors
Ohio
$2.09M – – –
WP
96
WealthSource Partners
California
$2.05M +$2.05M +160,482 New
BFS
97
Bard Financial Services
Connecticut
$2.03M -$76.8K -6,000 -4%
SAM
98
Silvercrest Asset Management
New York
$2M -$47.1K -3,678 -2%
Cohen & Steers
99
Cohen & Steers
New York
$1.99M -$241K -18,841 -11%
SJIC
100
St. James Investment Company
Texas
$1.95M +$3.27K +255 +0.2%
2 3
4
5 6