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Sprott Physical Gold

327 hedge funds and large institutions have $1.37B invested in Sprott Physical Gold in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.3B → $1.37B (+$70.3M)

2% more funds holding

Funds holding: 320327 (+7)

1.46% more ownership

Funds ownership: 27.75%29.21% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
327
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
5.72%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
31
Increased
80
Reduced
92
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
126
Private Wealth Partners
California
$896K -$990 -70 -0.1%
EWA
127
EP Wealth Advisors
California
$874K -$17K -1,200 -2%
FIM
128
Freedom Investment Management
Connecticut
$872K -$16.9K -1,196 -2%
CCM
129
Courage Capital Management
Tennessee
$842K
LA
130
Latitude Advisors
Florida
$835K +$438K +30,949 +105%
AWM
131
AE Wealth Management
Kansas
$812K -$174K -12,295 -17%
VC
132
Veracity Capital
Georgia
$809K -$38.2K -2,701 -4%
SPC
133
Sigma Planning Corp
Michigan
$795K +$24.8K +1,751 +3%
AL
134
ADE LLC
Maryland
$794K -$2.46K -174 -0.3%
TC
135
Tacita Capital
Ontario, Canada
$781K
QPWM
136
Quadrant Private Wealth Management
Pennsylvania
$759K
SB
137
Strategic Blueprint
Georgia
$753K +$650K +45,963 +534%
FWP
138
FAS Wealth Partners
Kansas
$752K -$28.3K -2,000 -4%
DC
139
Davenport & Co
Virginia
$751K +$35.8K +2,532 +5%
Federated Hermes
140
Federated Hermes
Pennsylvania
$745K -$141K -10,000 -16%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$736K +$1.56K +110 +0.2%
UCFA
142
United Capital Financial Advisors
Texas
$734K
SIM
143
Seaview Investment Managers
Florida
$731K +$750K +53,000 New
WTC
144
WhitTier Trust Company
Nevada
$730K
CFA
145
Carroll Financial Associates
North Carolina
$712K
LNC
146
Lincoln National Corp
Pennsylvania
$700K -$381K -26,934 -35%
HAC
147
Harbor Advisory Corp
New Hampshire
$670K -$42.4K -3,000 -6%
WPC
148
White Pine Capital
Minnesota
$666K -$1.34K -95 -0.2%
LCM
149
LVM Capital Management
Michigan
$666K
SG
150
StoneX Group
New York
$666K +$36.1K +2,550 +6%