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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 %
Creative Planning
101
Creative Planning
Kansas
$3.78M -$54.8K -2,691 -1%
CC
102
Chicago Capital
Illinois
$3.75M – – –
OC
103
Oppenheimer & Co
New York
$3.5M +$1.01M +49,454 +40%
APG
104
Abacus Planning Group
South Carolina
$3.48M – – –
BFA
105
Beaumont Financial Advisors
Massachusetts
$3.46M -$147K -7,200 -4%
EFMC
106
Empire Financial Management Company
New York
$3.4M +$62.2K +3,051 +2%
NC
107
NovaPoint Capital
Georgia
$3.39M -$173K -8,472 -5%
AFP
108
Ausdal Financial Partners
Iowa
$3.36M -$89.4K -4,388 -3%
BCM
109
Brookstone Capital Management
Illinois
$3.25M +$572K +28,044 +21%
SWP
110
Stratos Wealth Partners
Ohio
$3.22M +$262K +12,867 +9%
FSA
111
Financial Sense Advisors
California
$3.06M -$103K -5,072 -3%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.01M -$949K -46,568 -24%
TWC
113
TD Waterhouse Canada
Ontario, Canada
$2.97M +$21K +1,022 +0.7%
CAM
114
Cresset Asset Management
Illinois
$2.95M -$349K -17,122 -11%
MC
115
Moors & Cabot
Massachusetts
$2.94M +$86.1K +4,225 +3%
LIM
116
Leavell Investment Management
Alabama
$2.81M – – –
CGPCS
117
Capital Group Private Client Services
California
$2.69M -$7.36K -361 -0.3%
EPIM
118
Equinox Partners Investment Management
Connecticut
$2.68M – – –
CA
119
Clearstead Advisors
Ohio
$2.66M – – –
KAS
120
Kestra Advisory Services
Texas
$2.62M -$36K -1,765 -1%
IWP
121
Insight Wealth Partners
Texas
$2.6M -$215K -10,552 -8%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$161K +7,879 +7%
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$2.48M – – –
CCMW
124
Cypress Capital Management (Wyoming)
Wyoming
$2.46M -$23.9K -1,172 -1%
NFG
125
Nations Financial Group
Iowa
$2.41M +$2.41M +118,012 New
3 4
5
6 7