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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
Central Trust Company
Missouri
$95.6M
4
EAM
Evanson Asset Management
California
$104M
5
NW
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
Morgan Stanley
New York
$60.9M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
126
Fiduciary Trust
Massachusetts
$1.07M – – –
FWM
127
Frontier Wealth Management
Missouri
$1.04M – – –
SB
128
Strategic Blueprint
Georgia
$1.02M +$238K +16,562 +30%
CAM
129
Claret Asset Management
Quebec, Canada
$1.02M – – –
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$1M -$22.9K -1,597 -2%
IFO
131
Independent Family Office
New York
$982K – – –
FDCC
132
Foster Dykema Cabot & Co
Massachusetts
$972K – – –
APG
133
Abacus Planning Group
South Carolina
$970K -$107K -7,418 -10%
BCM
134
Birch Capital Management
Texas
$954K +$1.88K +131 +0.2%
GSC
135
G&S Capital
Colorado
$948K +$8.18K +570 +0.9%
NFG
136
Next Financial Group
Texas
$940K -$11.7K -815 -1%
EWA
137
EP Wealth Advisors
California
$910K +$1.44K +100 +0.2%
AWM
138
AE Wealth Management
Kansas
$898K +$53.5K +3,725 +6%
CCM
139
Courage Capital Management
Tennessee
$876K – – –
FIM
140
Freedom Investment Management
Connecticut
$869K -$38.4K -2,674 -4%
BCM
141
Bluefin Capital Management
New York
$864K -$2.12M -147,943 -71%
SPC
142
Sigma Planning Corp
Michigan
$849K +$21.9K +1,525 +3%
LA
143
Latitude Advisors
Florida
$848K -$20.4K -1,420 -2%
AL
144
ADE LLC
Maryland
$826K – – –
FWP
145
FAS Wealth Partners
Kansas
$783K – – –
DC
146
Davenport & Co
Virginia
$782K – – –
WTC
147
WhitTier Trust Company
Nevada
$760K – – –
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$737K -$29.1K -2,025 -4%
SG
149
StoneX Group
New York
$723K +$30.2K +2,100 +4%
UCFA
150
United Capital Financial Advisors
Texas
$719K -$44.3K -3,087 -6%
4 5
6
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