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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
$4.71M -$122K -7,051 -3%
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$4.6M -$21.4K -1,237 -0.5%
CCM
78
Courage Capital Management
Tennessee
$4.58M – – –
William Blair & Company
79
William Blair & Company
Illinois
$4.54M -$8.65K -500 -0.2%
PWM
80
Palumbo Wealth Management
New York
$4.49M -$368K -21,251 -8%
GWM
81
Geneos Wealth Management
Colorado
$4.34M +$108K +6,264 +3%
AAS
82
Ameritas Advisory Services
Nebraska
$4.32M +$3.81M +213,494 +744%
TWC
83
TD Waterhouse Canada
Ontario, Canada
$4.26M +$44K +1,993 +1%
LNC
84
Lincoln National Corp
Pennsylvania
$4.16M -$317K -18,329 -7%
AA
85
Ancora Advisors
Ohio
$4.09M +$79.1K +4,571 +2%
OP
86
ORG Partners
Indiana
$4.05M +$4.05M +231,489 New
ASN
87
Advisory Services Network
Georgia
$3.92M -$258K -14,914 -6%
PI
88
PFG Investments
New York
$3.83M +$3.83M +221,217 New
NW
89
NewEdge Wealth
Pennsylvania
$3.74M – – –
LI
90
Latigo Investments
Florida
$3.7M – – –
BGAI
91
Bruce G. Allen Investments
Colorado
$3.68M -$16.1K -931 -0.4%
WIM
92
Warwick Investment Management
Texas
$3.62M – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3.56M +$5.03K +291 +0.1%
MIM
94
Macroview Investment Management
Maryland
$3.49M -$205K -11,831 -6%
KJHP
95
K.J. Harrison & Partners
Ontario, Canada
$3.45M +$522K +30,201 +18%
SWP
96
Stratos Wealth Partners
Ohio
$3.43M +$76.4K +4,416 +2%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$3.39M -$557K -32,183 -14%
Creative Planning
98
Creative Planning
Kansas
$3.29M +$236K +13,638 +8%
CC
99
Chicago Capital
Illinois
$3.18M – – –
SB
100
Strategic Blueprint
Georgia
$3.17M +$244K +14,109 +8%
2 3
4
5 6