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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$61.1M
2
QP
2
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$34.2M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
3
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
4
OTA Financial Group
New York
$0
5
JAM
5
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$3.78M +$733K +47,412 +24%
MIM
77
Macroview Investment Management
Maryland
$3.71M -$1.08K -70 -0%
Stifel Financial
78
Stifel Financial
Missouri
$3.67M +$205K +13,234 +6%
AA
79
Ancora Advisors
Ohio
$3.56M -$7.73K -500 -0.2%
GWM
80
Geneos Wealth Management
Colorado
$3.51M +$56.2K +3,633 +2%
LNC
81
Lincoln National Corp
Pennsylvania
$3.5M +$486K +31,465 +16%
KJHP
82
K.J. Harrison & Partners
Ontario, Canada
$3.48M +$329K +21,333 +10%
LI
83
Latigo Investments
Florida
$3.31M – – –
GMA
84
Glassy Mountain Advisors
Maryland
$3.31M +$3.31M +214,134 New
NW
85
NewEdge Wealth
Pennsylvania
$3.28M +$77.3K +5,000 +2%
BFO
86
Biltmore Family Office
North Carolina
$3.27M +$4.61K +298 +0.1%
WIM
87
Warwick Investment Management
Texas
$3.24M – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$3.13M +$102K +6,614 +3%
CCM
89
Courage Capital Management
Tennessee
$3.11M +$1.39M +90,000 +81%
PI
90
PFG Investments
New York
$3.02M +$3.02M +195,335 New
NC
91
NovaPoint Capital
Georgia
$3M -$76.2K -4,930 -2%
BRWA
92
B. Riley Wealth Advisors
Florida
$2.87M -$403K -26,053 -12%
CC
93
Chicago Capital
Illinois
$2.84M – – –
IWP
94
Insight Wealth Partners
Texas
$2.74M -$42.3K -2,733 -2%
SPIA
95
Steward Partners Investment Advisory
New York
$2.67M +$71.3K +4,609 +3%
APG
96
Abacus Planning Group
South Carolina
$2.64M – – –
TC
97
Telemus Capital
Michigan
$2.63M -$642K -41,515 -20%
LIM
98
Leavell Investment Management
Alabama
$2.55M – – –
SWM
99
SeaCrest Wealth Management
New York
$2.31M +$1.16M +74,729 +100%
PM
100
Phraction Management
Connecticut
$2.28M +$464K +30,000 +25%
2 3
4
5 6