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Sprott Physical Gold
PHYS

Overview Fund Activity

376 hedge funds and large institutions have $1.67B invested in Sprott Physical Gold in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+24
Holders Change %
+6.82%
% of All Funds
5.95%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
50
Increased
121
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
$40.5M
2
II
Inspire Investing
Idaho
$23.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$94.1M
4
MAM
Monaco Asset Management
Monaco
$18.4M
5
Morgan Stanley
Morgan Stanley
New York
$71.4M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$101M
2
JAM
Jupiter Asset Management
United Kingdom
$88M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$8.33M
4
OFG
OTA Financial Group
New York
$0
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Strategic Blueprint
Georgia
$1.36M +$270K +17,537 +25%
LA
127
Latitude Advisors
Florida
$1.36M +$454K +29,539 +50%
MC
128
Moors & Cabot
Massachusetts
$1.34M +$51.3K +3,339 +4%
DWM
129
Darwin Wealth Management
Florida
$1.34M -$6.15K -400 -0.5%
BWM
130
BCS Wealth Management
Tennessee
$1.34M -$31 -2 -0%
HCM
131
Hollencrest Capital Management
California
$1.29M – – –
SIM
132
Seaview Investment Managers
Florida
$1.28M – – –
FIM
133
Freedom Investment Management
Connecticut
$1.26M +$326K +21,246 +35%
Mariner
134
Mariner
Kansas
$1.24M -$160K -10,410 -11%
AWE
135
Avidian Wealth Enterprises
Texas
$1.23M – – –
SS
136
Simplicity Solutions
Minnesota
$1.17M -$2.9M -188,727 -71%
TF
137
Tompkins Financial
New York
$1.16M +$821K +53,400 +242%
FT
138
Fiduciary Trust
Massachusetts
$1.14M – – –
KAS
139
Kestra Advisory Services
Texas
$1.14M -$19.9K -1,294 -2%
FWM
140
Frontier Wealth Management
Missouri
$1.13M – – –
SCM
141
Soros Capital Management
New York
$1.13M +$842K +54,815 +293%
CSIC
142
Clifford Swan Investment Counsel
California
$1.12M +$579K +37,638 +107%
CAM
143
Claret Asset Management
Quebec, Canada
$1.09M – – –
EWA
144
EP Wealth Advisors
California
$1.09M +$114K +7,400 +12%
DC
145
Davenport & Co
Virginia
$1.05M +$217K +14,151 +26%
IFO
146
Independent Family Office
New York
$1.05M – – –
PFS
147
Prospera Financial Services
Texas
$1.05M +$648K +42,184 +161%
FDCC
148
Foster Dykema Cabot & Co
Massachusetts
$1.04M – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$1.04M -$33.5K -2,178 -3%
BCM
150
Birch Capital Management
Texas
$1.02M – – –
4 5
6
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