PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
1
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
BCM
3
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
5
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$389K
2
MAM
2
Monaco Asset Management
Monaco
$0
3
MCC
3
Money Concepts Capital
Florida
$643K
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
5
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$1.54M +$9.8K +657 +0.6%
Mariner
127
Mariner
Kansas
$1.54M +$139K +9,295 +10%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$946K +63,411 +166%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$1.51M -$30.3K -2,028 -2%
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.49M +$298K +20,000 +25%
HAM
131
Hedges Asset Management
Nevada
$1.48M -$29.8K -2,000 -2%
QPWM
132
Quadrant Private Wealth Management
Pennsylvania
$1.47M +$23.6K +1,584 +2%
SIM
133
Seaview Investment Managers
Florida
$1.43M +$14.9K +1,000 +1%
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37M +$991K +66,425 +264%
HA
135
HC Advisors
Georgia
$1.36M – – –
WSFS
136
Wilmington Savings Fund Society
Delaware
$1.36M +$1.36M +90,879 New
CSIC
137
Clifford Swan Investment Counsel
California
$1.33M – – –
IAIM
138
International Assets Investment Management
Florida
$1.31M +$1.29M +86,243 +6,010%
SWP
139
Stratos Wealth Partners
Ohio
$1.28M +$72.3K +4,844 +6%
HCM
140
Hollencrest Capital Management
California
$1.27M +$32.1K +2,150 +3%
WMA
141
Wealth Management Associates
New Jersey
$1.2M +$589K +39,493 +97%
BPC
142
Banque Pictet & Cie
Switzerland
$1.18M – – –
SCM
143
Soros Capital Management
New York
$1.18M – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$1.11M -$46.5K -3,117 -4%
BTI
145
Blue Trust Inc
Georgia
$1.05M +$758K +48,998 +259%
PC
146
Permanens Capital
New York
$1.05M +$1.05M +70,327 New
SIM
147
Stratos Investment Management
Ohio
$1.04M -$96.2K -6,445 -8%
SPC
148
Sigma Planning Corp
Michigan
$1.03M +$109K +7,335 +12%
IFO
149
Independent Family Office
New York
$1.02M – – –
CAM
150
Claret Asset Management
Quebec, Canada
$1.02M +$41.8K +2,800 +4%
4 5
6
7 8