We are live on ! Find out more
PHYS icon

Sprott Physical Gold

327 hedge funds and large institutions have $1.37B invested in Sprott Physical Gold in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.3B → $1.37B (+$70.3M)

2% more funds holding

Funds holding: 320327 (+7)

1.46% more ownership

Funds ownership: 27.75%29.21% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
327
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
5.72%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
31
Increased
80
Reduced
92
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
151
IPG Investment Advisors
California
$657K +$45.7K +3,231 +7%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$650K
NA
153
NewEdge Advisors
Louisiana
$645K
Lido Advisors
154
Lido Advisors
California
$640K +$266K +18,783 +68%
CA
155
Cambridge Advisors
Nebraska
$632K +$204K +14,435 +46%
BWLSA
156
Blue Water Life Science Advisors
California
$630K
OC
157
Oppenheimer & Co
New York
$613K -$330K -23,352 -34%
WMA
158
Wealth Management Associates
New Jersey
$602K
WT
159
Whittier Trust
California
$599K -$59.1K -4,175 -9%
IAMOG
160
Investors Asset Management of Georgia
Georgia
$586K -$35.4K -2,500 -6%
BRWA
161
B. Riley Wealth Advisors
Florida
$572K
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$557K
ICM
163
Islay Capital Management
Texas
$545K
AC
164
Avenir Corporation
Virginia
$536K
CB
165
Community Bank
New York
$525K -$143K -10,119 -21%
CWS
166
Cypress Wealth Services
California
$514K -$8.49K -600 -2%
MG
167
Mather Group
Illinois
$511K +$523K +36,994 New
OIA
168
Optimum Investment Advisors
Illinois
$505K -$42.4K -3,000 -8%
ACP
169
Aveo Capital Partners
Colorado
$501K +$16.4K +1,156 +3%
FCH
170
Freestone Capital Holdings
Washington
$487K -$43.9K -3,101 -8%
BFS
171
Bradley Foster & Sargent
Connecticut
$485K -$14 -1 -0%
FCT
172
Family Capital Trust
Massachusetts
$483K
SCA
173
Snowden Capital Advisors
New York
$468K +$30.9K +2,185 +7%
CCA
174
Cobblestone Capital Advisors
New York
$461K -$457K -32,275 -49%
BEAM
175
Baker Ellis Asset Management
Washington
$449K -$63.7K -4,500 -12%