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Sprott Physical Gold
PHYS

Overview Fund Activity

541 hedge funds and large institutions have $3.5B invested in Sprott Physical Gold in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 171 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+15
Holders Change %
+2.85%
% of All Funds
7.26%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.46%
New
54
Increased
171
Reduced
170
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$401M
2
IMC Chicago
IMC Chicago
Illinois
$81.2M
3
Jane Street
Jane Street
New York
$41M
4
KAS
Kestra Advisory Services
Texas
$36M
5
HCM
Hengehold Capital Management
Ohio
$11.6M

Top Sellers

1
WCM
Wealthcare Capital Management
Virginia
$27.3M
2
WMWM
Whitaker-Myers Wealth Managers
Ohio
$293K
3
BCM
Barometer Capital Management
Ontario, Canada
$692K
4
Osaic Holdings
Osaic Holdings
Arizona
$14.1M
5
Raymond James Financial
Raymond James Financial
Florida
$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Palumbo Wealth Management
New York
$5.88M -$1.14M -44,867 -16%
BIP
102
Blueprint Investment Partners
North Carolina
$5.77M -$86.9K -3,428 -1%
BFA
103
Blueprint Financial Advisors
North Carolina
$5.77M -$74.2K -2,928 -1%
KCP
104
Kera Capital Partners
California
$5.76M +$88.7K +3,499 +2%
GWM
105
Geneos Wealth Management
Colorado
$5.61M -$7.43M -293,158 -57%
OC
106
Oppenheimer & Co
New York
$5.55M +$1.33M +52,411 +31%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$5.46M +$1.57M +61,888 +40%
LI
108
Latigo Investments
Florida
$5.43M – – –
CTA
109
Camelot Technology Advisors
California
$5.42M +$271K +10,671 +5%
PCM
110
Perritt Capital Management
Illinois
$5.31M -$94.6K -3,731 -2%
PPW
111
Pasadena Private Wealth
California
$5.31M -$1.07M -42,312 -17%
WIM
112
Warwick Investment Management
Texas
$5.31M – – –
Creative Planning
113
Creative Planning
Kansas
$5.22M -$2.02M -79,514 -28%
MIM
114
Macroview Investment Management
Maryland
$5.19M -$634 -25 -0%
UBS Group
115
UBS Group
Switzerland
$5.03M +$5.03M +198,378 +94,466%
ECA
116
Elevate Capital Advisors
Colorado
$5M -$126K -4,985 -2%
JWM
117
JP Wealth Management
South Carolina
$4.89M +$4.89M +192,955 New
OP
118
ORG Partners
Indiana
$4.78M +$1.77M +69,381 +59%
CC
119
Chicago Capital
Illinois
$4.74M +$76.1K +3,000 +2%
EFMC
120
Empire Financial Management Company
New York
$4.65M +$125K +4,918 +3%
APG
121
Abacus Planning Group
South Carolina
$4.33M – – –
AI
122
ArchPoint Investors
Florida
$4.33M +$4.33M +170,700 New
BFA
123
Beaumont Financial Advisors
Massachusetts
$4.31M -$77.3K -3,050 -2%
PM
124
Phraction Management
Connecticut
$4.27M -$684K -27,000 -14%
LIM
125
Leavell Investment Management
Alabama
$4.17M +$614K +24,232 +17%
3 4
5
6 7