PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

187 hedge funds and large institutions have $453M invested in Sprott Physical Gold in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
19
Increased
44
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
Evanson Asset Management
California
$62.1M
2
PAG
Private Advisor Group
New Jersey
$14.8M
3
LWS
Lucia Wealth Services
California
$5.95M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$50.3M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
$47.7M
2
JIC
Johnson Investment Counsel
Ohio
$0
3
OFG
OTA Financial Group
New York
$14.9M
4
WAM
Weiss Asset Management
Massachusetts
$0
5
KP
Keel Point
Alabama
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
126
Glassman Wealth Services
Virginia
$189K – – –
HCM
127
Highlander Capital Management
New Jersey
$184K – – –
CBFP
128
Cedar Brook Financial Partners
Ohio
$183K +$183K +15,466 New
PGAM
129
Princeton Global Asset Management
New Jersey
$179K – – –
VFA
130
Valeo Financial Advisors
Indiana
$171K – – –
XSC
131
X-Square Capital
Puerto Rico
$171K – – –
OCM
132
Orleans Capital Management
Louisiana
$163K – – –
BTS
133
BB&T Securities
Virginia
$163K +$32.2K +2,709 +25%
DC
134
Davenport & Co
Virginia
$160K – – –
HSA
135
HBK Sorce Advisory
Pennsylvania
$158K – – –
Creative Planning
136
Creative Planning
Kansas
$154K -$47.4K -4,000 -24%
SFG
137
SNS Financial Group
Minnesota
$146K – – –
LNB
138
Ledyard National Bank
$143K – – –
SAM
139
Silvercrest Asset Management
New York
$138K – – –
WCM
140
WealthBridge Capital Management
Ohio
$136K – – –
IA
141
Independence Advisors
Pennsylvania
$130K – – –
SW
142
SVB Wealth
Massachusetts
$128K – – –
DI
143
Diligent Investors
California
$124K – – –
GWM
144
Geneos Wealth Management
Colorado
$122K -$3.49K -290 -3%
SCA
145
Stonebridge Capital Advisors
Minnesota
$121K – – –
TFS
146
Thoroughbred Financial Services
Tennessee
$120K – – –
CCB
147
Cutter & Co Brokerage
Missouri
$120K – – –
MCM
148
Mainstay Capital Management
Michigan
$118K – – –
BEAM
149
Baker Ellis Asset Management
Washington
$118K +$118K +10,000 New
RPGK
150
Retirement Planning Group (Kansas)
Kansas
$118K +$118K +10,000 New
4 5
6
7 8