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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.84%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
3
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
4
Flow Traders U.S.
New York
$5.57M
5
BCM
5
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
2
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
4
Citadel Advisors
Florida
$399K
5
JAM
5
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Palumbo Wealth Management
New York
$4.48M -$177K -11,082 -4%
MCC
77
Money Concepts Capital
Florida
$4.45M -$138K -8,655 -3%
WMWM
78
Whitaker-Myers Wealth Managers
Ohio
$4.32M +$4.32M +271,114 New
PFS
79
Prospera Financial Services
Texas
$4.3M +$144K +9,057 +3%
HSWM
80
Hubbell Strickland Wealth Management
Louisiana
$4.26M -$85.7K -5,379 -2%
CCM
81
Courage Capital Management
Tennessee
$4.21M – – –
William Blair & Company
82
William Blair & Company
Illinois
$4.19M -$2.46M -154,175 -37%
LNC
83
Lincoln National Corp
Pennsylvania
$4.13M +$84.6K +5,310 +2%
GWM
84
Geneos Wealth Management
Colorado
$3.9M -$3.2K -201 -0.1%
ASN
85
Advisory Services Network
Georgia
$3.85M +$848K +53,258 +28%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$3.7M -$2.77M -143,014 -43%
AA
87
Ancora Advisors
Ohio
$3.69M – – –
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$3.63M +$837K +52,544 +30%
LI
89
Latigo Investments
Florida
$3.41M – – –
MIM
90
Macroview Investment Management
Maryland
$3.4M -$218K -13,713 -6%
BGAI
91
Bruce G. Allen Investments
Colorado
$3.4M +$3.4M +213,507 New
NW
92
NewEdge Wealth
Pennsylvania
$3.34M -$37.4K -2,350 -1%
WIM
93
Warwick Investment Management
Texas
$3.34M – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.27M +$338K +21,189 +12%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$3.11M -$54M -3,392,940 -95%
SWP
96
Stratos Wealth Partners
Ohio
$3.09M +$71.4K +4,481 +2%
FSA
97
Financial Sense Advisors
California
$3.08M +$72.3K +4,538 +2%
CC
98
Chicago Capital
Illinois
$2.93M – – –
Creative Planning
99
Creative Planning
Kansas
$2.81M +$67.3K +4,226 +2%
NC
100
NovaPoint Capital
Georgia
$2.74M +$25.2K +1,585 +0.9%
2 3
4
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