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Sprott Physical Gold
PHYS

Overview Fund Activity

319 hedge funds and large institutions have $1.29B invested in Sprott Physical Gold in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
34
Increased
89
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$79.2M
2
SC
SouthState Corp
Florida
$23.7M
3
II
Inspire Investing
Idaho
$4.36M
4
Truist Financial
Truist Financial
North Carolina
$6M
5
Bank of America
Bank of America
North Carolina
$12M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$101M
2
OFG
OTA Financial Group
New York
$3.09M
3
LPL Financial
LPL Financial
California
$8.25M
4
PPW
Pasadena Private Wealth
California
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Cobblestone Capital Advisors
New York
$922K – – –
PWP
127
Private Wealth Partners
California
$912K +$28.1K +2,000 +3%
EWA
128
EP Wealth Advisors
California
$905K – – –
FIM
129
Freedom Investment Management
Connecticut
$903K -$20.2K -1,441 -2%
Federated Hermes
130
Federated Hermes
Pennsylvania
$898K -$225K -16,000 -20%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$888K +$148K +10,551 +20%
VC
132
Veracity Capital
Georgia
$861K -$793K -56,491 -48%
CCM
133
Courage Capital Management
Tennessee
$856K +$856K +61,000 New
BAAM
134
Baker Avenue Asset Management
California
$814K +$157K +11,159 +24%
AL
135
ADE LLC
Maryland
$809K – – –
TC
136
Tacita Capital
Ontario, Canada
$798K – – –
FWP
137
FAS Wealth Partners
Kansas
$793K -$140K -10,000 -15%
SPC
138
Sigma Planning Corp
Michigan
$784K -$635K -45,290 -45%
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$771K +$11.2K +802 +1%
UCFA
140
United Capital Financial Advisors
Texas
$746K – – –
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$746K +$1.33K +95 +0.2%
WTC
142
WhitTier Trust Company
Nevada
$742K +$61K +4,350 +9%
DC
143
Davenport & Co
Virginia
$728K – – –
CFA
144
Carroll Financial Associates
North Carolina
$724K +$28.2K +2,010 +4%
HAC
145
Harbor Advisory Corp
New Hampshire
$723K -$87.1K -6,210 -11%
FT
146
Fiduciary Trust
Massachusetts
$708K – – –
WPC
147
White Pine Capital
Minnesota
$695K – – –
LCM
148
LVM Capital Management
Michigan
$677K – – –
CB
149
Community Bank
New York
$675K -$56.3K -4,011 -8%
WT
150
Whittier Trust
California
$668K -$30.4K -2,163 -4%
4 5
6
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