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Sprott Physical Gold
PHYS

Overview Fund Activity

202 hedge funds and large institutions have $482M invested in Sprott Physical Gold in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
34
Increased
44
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
2
Morgan Stanley
Morgan Stanley
New York
$30.6M
3
LPL Financial
LPL Financial
California
$4.37M
4
EAM
Evanson Asset Management
California
$66M
5
Wells Fargo
Wells Fargo
California
$16.5M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
$36.8M
2
OFG
OTA Financial Group
New York
$3.57M
3
CIC
Chase Investment Counsel
Virginia
$297K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$394K
5
LWS
Lucia Wealth Services
California
$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
151
Diligent Investors
California
$128K – – –
SCA
152
Stonebridge Capital Advisors
Minnesota
$125K – – –
TFS
153
Thoroughbred Financial Services
Tennessee
$124K – – –
CCB
154
Cutter & Co Brokerage
Missouri
$124K – – –
GWM
155
Geneos Wealth Management
Colorado
$123K – – –
BEAM
156
Baker Ellis Asset Management
Washington
$122K – – –
FHA
157
Flagship Harbor Advisors
Massachusetts
$118K +$25.6K +2,100 +28%
PCFFS
158
Pacific Center for Financial Services
California
$107K – – –
RG
159
Retirement Group
California
$97K +$97K +7,984 New
ClearBridge Investments
160
ClearBridge Investments
New York
$81K – – –
MF
161
Manchester Financial
California
$80K +$80K +6,597 New
HIA
162
Harbor Investment Advisory
Maryland
$80K +$80K +6,600 New
FPFS
163
First Personal Financial Services
North Carolina
$78K – – –
CBT
164
Central Bank & Trust
Kentucky
$74K – – –
ST
165
Smithfield Trust
Pennsylvania
$71K – – –
SWM
166
Sugarloaf Wealth Management
Georgia
$61K +$61K +5,000 New
CCM
167
Covington Capital Management
California
$60K – – –
IRC
168
Investors Research Corp
Georgia
$60K – – –
MWP
169
Meridian Wealth Partners
Pennsylvania
$55K +$55K +4,500 New
CFA
170
Carroll Financial Associates
North Carolina
$50K – – –
SIC
171
Salem Investment Counselors
North Carolina
$49K – – –
US Bancorp
172
US Bancorp
Minnesota
$46K – – –
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$46K – – –
GSC
174
G&S Capital
Colorado
$36K +$36K +3,000 New
BCI
175
Brinker Capital Investments
Pennsylvania
$32K – – –
5 6
7
8 9