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Sprott Physical Gold
PHYS

Overview Fund Activity

167 hedge funds and large institutions have $440M invested in Sprott Physical Gold in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
20
Increased
33
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLC
1
Knowledge Leaders Capital
Colorado
$21.4M
2
BCM
2
Bluefin Capital Management
New York
$6.07M
3
PHS
3
Pekin Hardy Strauss
Illinois
$51.4M
4
CC
4
Chicago Capital
Illinois
$2.05M
5
F
5
Filament
Washington
$4.56M

Top Sellers

1
OFG
1
OTA Financial Group
New York
$4.48M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.44M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$0
4
ASN
4
Advisory Services Network
Georgia
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
RPG Investment Advisory
California
$24K – – –
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$20.4K +2,000 New
CF
153
Centaurus Financial
California
$20K +$20K +2,000 New
SPIA
154
Steward Partners Investment Advisory
New York
$18K -$2.76K -269 -13%
AOWM
155
Alpha Omega Wealth Management
Virginia
$18K +$18K +1,764 New
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$11K -$11K – –
OIA
157
Optimum Investment Advisors
Illinois
$10K -$50K -5,000 -83%
GCM
158
Gables Capital Management
Florida
$10K +$10K +1,000 New
APA
159
American Portfolios Advisors
New York
$8K – – –
NSIM
160
North Star Investment Management
Illinois
$7K – – –
BBPWM
161
Blue Bell Private Wealth Management
Pennsylvania
$6K -$489 -50 -8%
NWM
162
Northwest Wealth Management
Iowa
$5K – – –
SWMG
163
Signature Wealth Management Group
Georgia
$5K – – –
RFM
164
Royal Fund Management
Florida
$5K – – –
HNB
165
Huntington National Bank
Ohio
$5K -$5K – –
WA
166
WP Advisors
California
$4K +$4K +441 New
TRCT
167
Tower Research Capital (TRC)
New York
$3K -$2K -200 -40%
LF
168
Lee Financial
Texas
$3K -$2K – –
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +200 New
TFA
171
Toth Financial Advisory
Virginia
$2K +$2K +200 New
QCMNJ
172
Quantum Capital Management (New Jersey)
New Jersey
– -$1.2M -111,314 Closed
ASN
173
Advisory Services Network
Georgia
– -$1.02M -94,920 Closed
Federated Hermes
174
Federated Hermes
Pennsylvania
– -$860K -80,000 Closed
Northern Trust
175
Northern Trust
Illinois
– -$667K -62,054 Closed
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7
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