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Sprott Physical Gold
PHYS

Overview Fund Activity

326 hedge funds and large institutions have $1.36B invested in Sprott Physical Gold in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
5.73%
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
91
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$172M
2
CTC
Central Trust Company
Missouri
$88.7M
3
EAM
Evanson Asset Management
California
$97.8M
4
QP
Quilter Plc
United Kingdom
$10.4M
5
IWC
Integrated Wealth Concepts
Massachusetts
$4.27M

Top Sellers

1
II
Inspire Investing
Idaho
$0
2
RJA
Raymond James & Associates
Florida
$8.36M
3
SAM
Silvercrest Asset Management
New York
$366K
4
NL
NEPC LLC
Massachusetts
$0
5
NWA
New World Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$650K – – –
NA
152
NewEdge Advisors
Louisiana
$645K – – –
Lido Advisors
153
Lido Advisors
California
$640K +$259K +18,783 +68%
CA
154
Cambridge Advisors
Nebraska
$632K +$199K +14,435 +46%
BWLSA
155
Blue Water Life Science Advisors
California
$630K – – –
OC
156
Oppenheimer & Co
New York
$613K -$322K -23,352 -34%
WMA
157
Wealth Management Associates
New Jersey
$602K – – –
WT
158
Whittier Trust
California
$599K -$57.6K -4,175 -9%
IAMOG
159
Investors Asset Management of Georgia
Georgia
$586K -$34.5K -2,500 -6%
BRWA
160
B. Riley Wealth Advisors
Florida
$572K – – –
1832 Asset Management
161
1832 Asset Management
Ontario, Canada
$557K – – –
ICM
162
Islay Capital Management
Texas
$545K – – –
AC
163
Avenir Corporation
Virginia
$536K – – –
CB
164
Community Bank
New York
$525K -$140K -10,119 -21%
CWS
165
Cypress Wealth Services
California
$514K -$8.27K -600 -2%
MG
166
Mather Group
Illinois
$511K +$511K +36,994 New
OIA
167
Optimum Investment Advisors
Illinois
$505K -$41.4K -3,000 -8%
ACP
168
Aveo Capital Partners
Colorado
$501K +$16K +1,156 +3%
FCH
169
Freestone Capital Holdings
Washington
$487K -$42.8K -3,101 -8%
BFS
170
Bradley Foster & Sargent
Connecticut
$485K -$14 -1 -0%
FCT
171
Family Capital Trust
Massachusetts
$483K – – –
SCA
172
Snowden Capital Advisors
New York
$468K +$30.2K +2,185 +7%
CCA
173
Cobblestone Capital Advisors
New York
$461K -$445K -32,275 -49%
BEAM
174
Baker Ellis Asset Management
Washington
$449K -$62.2K -4,500 -12%
OC
175
Oppenheimer & Close
New York
$441K -$89.6K -6,500 -17%
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