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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$1.94M – – –
ADBIC
127
A.D. Beadell Investment Counsel
Wisconsin
$1.88M -$40K -2,511 -2%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$59.5K +3,733 +3%
RDWM
129
Red Door Wealth Management
Tennessee
$1.83M – – –
WAM
130
Weiss Asset Management
Massachusetts
$1.82M – – –
CA
131
Clearstead Advisors
Ohio
$1.77M -$1.77M -111,089 -50%
IAIM
132
International Assets Investment Management
Florida
$1.75M +$85.2K +5,348 +5%
WA
133
Waddell & Associates
Tennessee
$1.71M -$429K -26,916 -20%
BW
134
BIP Wealth
Georgia
$1.65M -$3.19K -200 -0.2%
SJIC
135
St. James Investment Company
Texas
$1.62M -$99.9K -6,270 -6%
HAM
136
Hedges Asset Management
Nevada
$1.58M – – –
QPWM
137
Quadrant Private Wealth Management
Pennsylvania
$1.57M +$25.2K +1,583 +2%
SIM
138
Seaview Investment Managers
Florida
$1.56M +$17.5K +1,100 +1%
Mariner
139
Mariner
Kansas
$1.55M -$25K -1,572 -2%
DC
140
Davenport & Co
Virginia
$1.55M -$8.57K -538 -0.6%
GWANC
141
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52M +$38.1K +2,390 +3%
AWM
142
AE Wealth Management
Kansas
$1.49M +$480K +30,795 +48%
CSIC
143
Clifford Swan Investment Counsel
California
$1.42M – – –
HA
144
HC Advisors
Georgia
$1.39M -$79.7K -5,000 -5%
MF
145
Montis Financial
Massachusetts
$1.38M -$82.8K -5,200 -6%
HCM
146
Hollencrest Capital Management
California
$1.35M – – –
PVI
147
Pine Valley Investments
New Jersey
$1.32M +$829K +52,022 +170%
FT
148
Fiduciary Trust
Massachusetts
$1.3M – – –
NSIM
149
North Star Investment Management
Illinois
$1.29M -$180K -11,270 -12%
PCS
150
Private Client Services
Kentucky
$1.27M +$1.27M +79,929 New
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