PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$36M
2
RJA
2
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$114M
3
BFG
3
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
5
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
126
Red Door Wealth Management
Tennessee
$2.34M – – –
GVAG
127
Great Valley Advisor Group
Delaware
$2.34M -$98.7K -4,843 -4%
WAM
128
Weiss Asset Management
Massachusetts
$2.33M – – –
Mariner
129
Mariner
Kansas
$2.29M -$1.73K -85 -0.1%
SPW
130
Surience Private Wealth
Washington
$2.25M -$951K -46,686 -30%
KWM
131
Kingsview Wealth Management
Oregon
$2.24M +$1.46M +71,396 +185%
SIM
132
Seaview Investment Managers
Florida
$2.21M +$149K +7,303 +7%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$2.21M +$495K +24,283 +29%
ADBIC
134
A.D. Beadell Investment Counsel
Wisconsin
$2.2M -$96.5K -4,735 -4%
SWM
135
Spire Wealth Management
Virginia
$2.17M -$515K -25,254 -19%
BW
136
BIP Wealth
Georgia
$2.12M – – –
DWM
137
Dakota Wealth Management
Florida
$2M +$710K +34,844 +55%
LFG
138
Larson Financial Group
Missouri
$1.99M +$1.62M +79,491 +436%
FTUS
139
Flow Traders U.S.
New York
$1.99M +$1.99M +97,676 New
DC
140
Davenport & Co
Virginia
$1.98M +$23K +1,127 +1%
PVI
141
Pine Valley Investments
New Jersey
$1.98M -$91.8K -4,506 -4%
WA
142
Waddell & Associates
Tennessee
$1.95M -$404K -19,805 -17%
GWANC
143
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.95M +$23.1K +1,131 +1%
HAM
144
Hedges Asset Management
Nevada
$1.94M – – –
QPWM
145
Quadrant Private Wealth Management
Pennsylvania
$1.92M -$61K -2,992 -3%
SJIC
146
St. James Investment Company
Texas
$1.92M -$61.5K -3,020 -3%
AWE
147
Avidian Wealth Enterprises
Texas
$1.87M +$198K +9,720 +12%
MF
148
Montis Financial
Massachusetts
$1.85M +$51K +2,500 +3%
CSIC
149
Clifford Swan Investment Counsel
California
$1.81M – – –
SPA
150
Sentinel Pension Advisors
Massachusetts
$1.8M -$417K -20,449 -19%
4 5
6
7 8