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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.33B invested in Sprott Physical Gold in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
6.14%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
29
Increased
93
Reduced
123
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$51.4M
2
SFS
2
Sowell Financial Services
Arkansas
$19.2M
3
QP
3
Quilter Plc
United Kingdom
$599M
4
Jane Street
4
Jane Street
New York
$21.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.4M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$42.4M
2
EAM
2
Evanson Asset Management
California
$94.6M
3
LNWTC
3
Laird Norton Wetherby Trust Company
Washington
$12.8M
4
BCM
4
Bluefin Capital Management
New York
$2.72M
5
OP
5
ORG Partners
Indiana
$904K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
76
Biltmore Family Office
North Carolina
$3.99M -$92.5K -6,461 -2%
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$3.91M +$1.93K +135 +0%
CCM
78
Courage Capital Management
Tennessee
$3.79M – – –
PFS
79
Prospera Financial Services
Texas
$3.73M +$113K +7,875 +3%
SAM
80
Silvercrest Asset Management
New York
$3.64M – – –
LNC
81
Lincoln National Corp
Pennsylvania
$3.63M +$333K +23,278 +10%
KJHP
82
K.J. Harrison & Partners
Ontario, Canada
$3.6M -$193K -13,448 -5%
GWM
83
Geneos Wealth Management
Colorado
$3.51M -$12.5K -876 -0.4%
SPIA
84
Steward Partners Investment Advisory
New York
$3.36M +$237K +16,550 +8%
AA
85
Ancora Advisors
Ohio
$3.32M +$16.8K +1,175 +0.5%
MIM
86
Macroview Investment Management
Maryland
$3.26M -$149K -10,409 -4%
CA
87
Clearstead Advisors
Ohio
$3.18M +$1.59M +111,089 +100%
LI
88
Latigo Investments
Florida
$3.07M – – –
NW
89
NewEdge Wealth
Pennsylvania
$3.03M – – –
WIM
90
Warwick Investment Management
Texas
$3M – – –
BCM
91
Bluefin Capital Management
New York
$2.72M -$3.31M -231,061 -55%
SWP
92
Stratos Wealth Partners
Ohio
$2.71M +$1.48M +103,563 +121%
FSA
93
Financial Sense Advisors
California
$2.71M -$24.2K -1,690 -0.9%
ASN
94
Advisory Services Network
Georgia
$2.69M -$1.07M -74,494 -28%
AAS
95
Ameritas Advisory Services
Nebraska
$2.69M +$213K +14,079 +9%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$2.64M +$56.9K +3,971 +2%
CC
97
Chicago Capital
Illinois
$2.63M – – –
PI
98
PFG Investments
New York
$2.52M – – –
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$2.51M +175,396 New
Creative Planning
100
Creative Planning
Kansas
$2.47M -$1.17M -81,630 -32%
2 3
4
5 6