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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 %
AFP
101
Ausdal Financial Partners
Iowa
$3.08M -$2.11M -121,873 -41%
BFA
102
Beaumont Financial Advisors
Massachusetts
$3.01M +$239K +13,800 +9%
NC
103
NovaPoint Capital
Georgia
$3.01M +$35.3K +2,042 +1%
APG
104
Abacus Planning Group
South Carolina
$2.96M – – –
IWP
105
Insight Wealth Partners
Texas
$2.76M -$28.5K -1,649 -1%
SPA
106
Sentinel Pension Advisors
Massachusetts
$2.73M -$13.2M -763,670 -83%
EFMC
107
Empire Financial Management Company
New York
$2.7M +$376K +21,753 +16%
FSA
108
Financial Sense Advisors
California
$2.67M -$677K -39,120 -20%
CTA
109
Camelot Technology Advisors
California
$2.59M +$10.9K +631 +0.4%
SWM
110
Spire Wealth Management
Virginia
$2.5M -$101K -5,848 -4%
PM
111
Phraction Management
Connecticut
$2.46M – – –
MC
112
Moors & Cabot
Massachusetts
$2.41M +$134K +7,728 +6%
BRWA
113
B. Riley Wealth Advisors
Florida
$2.39M -$41.2K -2,874 -2%
LIM
114
Leavell Investment Management
Alabama
$2.39M -$346K -20,000 -13%
Kovitz Investment Group Partners
115
Kovitz Investment Group Partners
Illinois
$2.37M +$2.37M +137,159 New
CGPCS
116
Capital Group Private Client Services
California
$2.29M -$449K -25,962 -16%
CAM
117
Cresset Asset Management
Illinois
$2.29M -$241K -13,919 -10%
EPIM
118
Equinox Partners Investment Management
Connecticut
$2.28M – – –
SPW
119
Surience Private Wealth
Washington
$2.21M -$51.7K -2,989 -2%
CCMW
120
Cypress Capital Management (Wyoming)
Wyoming
$2.21M +$25.6K +1,480 +1%
BCM
121
Brookstone Capital Management
Illinois
$2.19M +$57.1K +3,298 +3%
OC
122
Oppenheimer & Co
New York
$2.17M -$34.5K -1,997 -2%
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$2.11M – – –
KAS
124
Kestra Advisory Services
Texas
$2.09M +$1.35M +77,796 +182%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$9.13K +528 +0.5%
3 4
5
6 7