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Sprott Physical Gold
PHYS

Overview Fund Activity

202 hedge funds and large institutions have $482M invested in Sprott Physical Gold in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
34
Increased
44
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.6M
3
LPL Financial
3
LPL Financial
California
$4.37M
4
EAM
4
Evanson Asset Management
California
$66M
5
Wells Fargo
5
Wells Fargo
California
$16.5M

Top Sellers

1
PHS
1
Pekin Hardy Strauss
Illinois
$36.8M
2
OFG
2
OTA Financial Group
New York
$3.57M
3
CIC
3
Chase Investment Counsel
Virginia
$297K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$394K
5
LWS
5
Lucia Wealth Services
California
$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
BSW Wealth Partners
Colorado
$212K – – –
WF
127
Welch & Forbes
Massachusetts
$210K – – –
SWMG
128
Strategic Wealth Management Group
Maryland
$205K – – –
GWS
129
Glassman Wealth Services
Virginia
$195K – – –
SCA
130
Snowden Capital Advisors
New York
$191K +$191K +15,677 New
OCAM
131
Onex Canada Asset Management
Ontario, Canada
$186K -$15.5K -1,300 -8%
HCM
132
Highlander Capital Management
New Jersey
$185K -$4.87K -400 -3%
DC
133
Davenport & Co
Virginia
$179K +$7.33K +601 +4%
VFA
134
Valeo Financial Advisors
Indiana
$176K – – –
XSC
135
X-Square Capital
Puerto Rico
$176K – – –
Creative Planning
136
Creative Planning
Kansas
$170K +$12.1K +1,000 +8%
OCM
137
Orleans Capital Management
Louisiana
$168K – – –
Truist Financial
138
Truist Financial
North Carolina
$167K +$167K +13,708 New
HSA
139
HBK Sorce Advisory
Pennsylvania
$162K – – –
BL
140
Bleichroeder LP
New York
$153K +$153K +12,540 New
ICM
141
Intrepid Capital Management
Florida
$152K +$152K +12,470 New
LNC
142
Lincoln National Corp
Pennsylvania
$151K +$151K +12,398 New
LNB
143
Ledyard National Bank
$148K – – –
WWM
144
Western Wealth Management
Colorado
$148K +$148K +12,187 New
SAM
145
Silvercrest Asset Management
New York
$142K – – –
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$142K +$60.7K +5,000 +75%
WCM
147
WealthBridge Capital Management
Ohio
$140K – – –
AWM
148
AE Wealth Management
Kansas
$136K +$136K +11,183 New
IA
149
Independence Advisors
Pennsylvania
$134K – – –
TSS
150
Two Sigma Securities
New York
$129K -$162K -13,285 -56%
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6
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