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Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$36M
2
RJA
2
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$114M
3
BFG
3
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
5
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
$5.5M +$15.8K +775 +0.3%
SC
77
Scotia Capital
Ontario, Canada
$5.42M +$2.05M +98,060 +61%
PWM
78
Palumbo Wealth Management
New York
$5.39M +$24.2K +1,189 +0.5%
CCM
79
Courage Capital Management
Tennessee
$5.39M – – –
HSWM
80
Hubbell Strickland Wealth Management
Louisiana
$5.34M -$64.9K -3,184 -1%
William Blair & Company
81
William Blair & Company
Illinois
$5.28M -$127K -6,220 -2%
PI
82
PFG Investments
New York
$5.22M +$503K +24,698 +11%
AAG
83
Accordant Advisory Group
Maryland
$5.12M +$147K +7,191 +3%
SB
84
Strategic Blueprint
Georgia
$5.11M +$555K +27,223 +12%
GWM
85
Geneos Wealth Management
Colorado
$5.08M -$45.1K -2,214 -0.9%
OP
86
ORG Partners
Indiana
$5.06M -$37.8K -1,854 -0.7%
AAS
87
Ameritas Advisory Services
Nebraska
$5.06M -$178K -8,715 -3%
PCM
88
Perritt Capital Management
Illinois
$4.89M -$2.29M -112,413 -32%
ECM
89
Evergreen Capital Management
Washington
$4.86M – – –
AA
90
Ancora Advisors
Ohio
$4.79M – – –
NW
91
NewEdge Wealth
Pennsylvania
$4.64M +$21.4K +1,051 +0.5%
LI
92
Latigo Investments
Florida
$4.36M – – –
WIM
93
Warwick Investment Management
Texas
$4.27M – – –
MIM
94
Macroview Investment Management
Maryland
$4.21M +$1.96K +96 +0%
KJHP
95
K.J. Harrison & Partners
Ontario, Canada
$4.09M -$237K -11,200 -5%
PPW
96
Pasadena Private Wealth
California
$4.09M -$54.4K -2,670 -1%
PM
97
Phraction Management
Connecticut
$4.08M – – –
BIP
98
Blueprint Investment Partners
North Carolina
$3.94M +$987K +48,415 +33%
BGAI
99
Bruce G. Allen Investments
Colorado
$3.89M -$202K -9,896 -5%
CTA
100
Camelot Technology Advisors
California
$3.83M +$552K +27,095 +17%
2 3
4
5 6