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Sprott Physical Gold
PHYS

Overview Fund Activity

177 hedge funds and large institutions have $362M invested in Sprott Physical Gold in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
3.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
29
Increased
38
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$28.6M
2
B
Bailard
California
$11.3M
3
APG
Abacus Planning Group
South Carolina
$2.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.82M
5
William Blair & Company
William Blair & Company
Illinois
$1.76M

Top Sellers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$22.6M
2
PHS
Pekin Hardy Strauss
Illinois
$46.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.78M
4
KLC
Knowledge Leaders Capital
Colorado
$0
5
OFG
OTA Financial Group
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Covington Capital Management
California
$51K +$51K +4,900 New
HI
152
Hudock Inc
Pennsylvania
$48K – – –
BBHC
153
Brown Brothers Harriman & Co
New York
$45K – – –
WA
154
WealthTrust-Arizona
Arizona
$43K – – –
CFA
155
Carroll Financial Associates
North Carolina
$38K – – –
JFA
156
JNBA Financial Advisors
Minnesota
$38K +$19.8K +1,918 +109%
BCI
157
Brinker Capital Investments
Pennsylvania
$27K – – –
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$20.6K – – –
AIC
159
Ameritas Investment Company
Nebraska
$19K +$19K +1,865 New
AOWM
160
Alpha Omega Wealth Management
Virginia
$18K – – –
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$15K +$15K +1,500 New
BTNA
162
Bremer Trust National Association
Minnesota
$14K +$14K +1,363 New
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$11K -$10K – –
GCM
164
Gables Capital Management
Florida
$10K – – –
OIA
165
Optimum Investment Advisors
Illinois
$10K – – –
APA
166
American Portfolios Advisors
New York
$8.1K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$8K +$5.8K +528 +264%
WANY
168
Wealthspire Advisors (New York)
New York
$8K +$8K +750 New
NSIM
169
North Star Investment Management
Illinois
$7K – – –
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
FNC
171
First National Corp
Massachusetts
$6K +$6K +556 New
HNB
172
Huntington National Bank
Ohio
$5K -$4K – –
NWM
173
Northwest Wealth Management
Iowa
$5K – – –
RFM
174
Royal Fund Management
Florida
$5K – – –
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
4 5 6
7
8