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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 %
APG
101
Abacus Planning Group
South Carolina
$2.72M – – –
BRWA
102
B. Riley Wealth Advisors
Florida
$2.7M +$45.8K +2,874 +2%
KJHP
103
K.J. Harrison & Partners
Ontario, Canada
$2.7M -$1.3M -81,215 -32%
SB
104
Strategic Blueprint
Georgia
$2.7M +$606K +38,054 +29%
IWP
105
Insight Wealth Partners
Texas
$2.57M -$4.38K -275 -0.2%
BFA
106
Beaumont Financial Advisors
Massachusetts
$2.56M +$363K +22,800 +17%
CGPCS
107
Capital Group Private Client Services
California
$2.53M -$892 -56 -0%
LIM
108
Leavell Investment Management
Alabama
$2.52M – – –
CTA
109
Camelot Technology Advisors
California
$2.37M +$2.37M +149,013 New
SWM
110
Spire Wealth Management
Virginia
$2.36M +$1.89M +119,961 +395%
CAM
111
Cresset Asset Management
Illinois
$2.33M -$290K -18,181 -11%
PM
112
Phraction Management
Connecticut
$2.27M – – –
TC
113
Telemus Capital
Michigan
$2.22M -$109K -6,866 -5%
EFMC
114
Empire Financial Management Company
New York
$2.14M +$121K +7,600 +6%
GSC
115
Grey Street Capital
Illinois
$2.11M – – –
EPIM
116
Equinox Partners Investment Management
Connecticut
$2.1M – – –
MC
117
Moors & Cabot
Massachusetts
$2.09M +$124K +7,791 +6%
SPW
118
Surience Private Wealth
Washington
$2.09M +$2.09M +130,910 New
LPP
119
Life Planning Partners
Florida
$2.07M +$2.07M +129,898 New
OC
120
Oppenheimer & Co
New York
$2.03M -$67K -4,205 -3%
CCMW
121
Cypress Capital Management (Wyoming)
Wyoming
$2.01M -$73.7K -4,628 -4%
GVAG
122
Great Valley Advisor Group
Delaware
$1.98M -$197K -12,395 -9%
Sumitomo Mitsui Trust Group
123
Sumitomo Mitsui Trust Group
Japan
$1.98M +$1.34M +84,400 +211%
BCM
124
Brookstone Capital Management
Illinois
$1.96M -$448K -28,127 -19%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.95M +$132K +8,272 +7%
3 4
5
6 7