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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 %
APG
101
Abacus Planning Group
South Carolina
$2.45M – – –
NC
102
NovaPoint Capital
Georgia
$2.44M -$71.9K -5,020 -3%
BRWA
103
B. Riley Wealth Advisors
Florida
$2.39M -$247K -17,247 -9%
CAM
104
Cresset Asset Management
Illinois
$2.35M -$43K -3,000 -2%
BCM
105
Brookstone Capital Management
Illinois
$2.32M +$1.72M +112,293 +287%
IWP
106
Insight Wealth Partners
Texas
$2.31M -$99.7K -6,961 -4%
CGPCS
107
Capital Group Private Client Services
California
$2.27M -$759 -53 -0%
LIM
108
Leavell Investment Management
Alabama
$2.26M – – –
TC
109
Telemus Capital
Michigan
$2.1M -$81.7K -5,704 -4%
PM
110
Phraction Management
Connecticut
$2.04M -$75.9K -5,300 -4%
BFA
111
Beaumont Financial Advisors
Massachusetts
$1.97M +$6.77K +473 +0.3%
GVAG
112
Great Valley Advisor Group
Delaware
$1.96M -$21.6K -1,506 -1%
WA
113
Waddell & Associates
Tennessee
$1.93M +$1.11M +77,660 +136%
GSC
114
Grey Street Capital
Illinois
$1.9M – – –
EPIM
115
Equinox Partners Investment Management
Connecticut
$1.89M – – –
OC
116
Oppenheimer & Co
New York
$1.88M +$79K +5,514 +4%
SB
117
Strategic Blueprint
Georgia
$1.88M +$39.7K +2,774 +2%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$1.87M -$33.5K -2,339 -2%
EFMC
119
Empire Financial Management Company
New York
$1.82M -$61.4K -4,289 -3%
DWM
120
Darwin Wealth Management
Florida
$1.79M +$24.5K +1,713 +1%
MC
121
Moors & Cabot
Massachusetts
$1.77M +$98.3K +6,864 +6%
AMBIA
122
Allen Mooney & Barnes Investment Advisors
Georgia
$1.76M +$1.76M +122,690 New
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$1.75M +$1.75M +121,925 New
ADBIC
124
A.D. Beadell Investment Counsel
Wisconsin
$1.72M -$149K -10,402 -8%
RDWM
125
Red Door Wealth Management
Tennessee
$1.64M -$6.42K -448 -0.4%
3 4
5
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