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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
Central Trust Company
Missouri
$95.6M
4
EAM
Evanson Asset Management
California
$104M
5
NW
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
Morgan Stanley
New York
$60.9M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
151
Veracity Capital
Georgia
$715K -$127K -8,856 -15%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$697K -$277K -19,314 -28%
LCM
153
LVM Capital Management
Michigan
$693K – – –
HAC
154
Harbor Advisory Corp
New Hampshire
$688K -$9.57K -666 -1%
WPC
155
White Pine Capital
Minnesota
$686K -$7.11K -495 -1%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$677K – – –
LG
157
Lane Generational
Massachusetts
$667K +$667K +46,459 New
NA
158
NewEdge Advisors
Louisiana
$666K -$5.53K -385 -0.8%
LNC
159
Lincoln National Corp
Pennsylvania
$664K -$63.5K -4,430 -9%
BAAM
160
Baker Avenue Asset Management
California
$661K -$405K -28,168 -38%
BHWM
161
Beaird Harris Wealth Management
Texas
$636K +$636K +44,315 New
CFA
162
Carroll Financial Associates
North Carolina
$624K -$109K -7,653 -15%
WT
163
Whittier Trust
California
$623K – – –
CA
164
Cambridge Advisors
Nebraska
$621K -$37.4K -2,600 -6%
WMA
165
Wealth Management Associates
New Jersey
$617K -$9.77K -680 -2%
OC
166
Oppenheimer & Co
New York
$612K -$26.4K -1,835 -4%
SC
167
Scotia Capital
Ontario, Canada
$608K -$445K -30,621 -42%
BRWA
168
B. Riley Wealth Advisors
Florida
$594K +$2.5K +174 +0.4%
FZCM
169
Flynn Zito Capital Management
New York
$586K +$586K +40,841 New
Lido Advisors
170
Lido Advisors
California
$579K -$86.3K -6,018 -13%
AC
171
Avenir Corporation
Virginia
$558K – – –
CB
172
Community Bank
New York
$546K – – –
CWS
173
Cypress Wealth Services
California
$535K – – –
OIA
174
Optimum Investment Advisors
Illinois
$526K – – –
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$519K -$47.5K -3,350 -8%
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7
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