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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$61.1M
2
QP
2
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$34.2M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
3
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
4
OTA Financial Group
New York
$0
5
JAM
5
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$918K -$35.5K -2,295 -4%
CW
152
CreativeOne Wealth
Kansas
$881K +$5.95K +385 +0.7%
WA
153
Waddell & Associates
Tennessee
$880K +$297K +19,180 +51%
BAAM
154
Baker Avenue Asset Management
California
$875K +$1.55K +100 +0.2%
MML Investors Services
155
MML Investors Services
Massachusetts
$868K +$868K +56,147 New
GSC
156
G&S Capital
Colorado
$865K -$135K -8,753 -14%
SC
157
Sepio Capital
Utah
$860K -$236K -15,290 -22%
EGA
158
E&G Advisors
Texas
$853K +$426K +27,578 +100%
FWP
159
FAS Wealth Partners
Kansas
$828K – – –
TF
160
Tompkins Financial
New York
$826K – – –
LG
161
Lane Generational
Massachusetts
$825K – – –
Ameriprise
162
Ameriprise
Minnesota
$818K -$67.6K -4,375 -8%
IWM
163
IHT Wealth Management
Illinois
$803K +$144K +9,298 +22%
NCM
164
Northside Capital Management
Oregon
$794K -$722K -46,722 -48%
UCFA
165
United Capital Financial Advisors
Texas
$780K -$1.55K -100 -0.2%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$759K +$235K +15,206 +45%
PA
167
Procyon Advisors
Connecticut
$752K -$72.7K -4,700 -9%
SC
168
Scotia Capital
Ontario, Canada
$740K -$44.5K -2,834 -6%
SWM
169
Spire Wealth Management
Virginia
$738K +$13.5K +870 +2%
WPC
170
White Pine Capital
Minnesota
$712K +$14K +908 +2%
JAWM
171
J. Arnold Wealth Management
Ohio
$676K -$2.32K -150 -0.3%
LCM
172
LVM Capital Management
Michigan
$675K -$3.86K -250 -0.6%
WT
173
Whittier Trust
California
$671K – – –
BHWM
174
Beaird Harris Wealth Management
Texas
$671K -$34K -2,197 -5%
AL
175
ADE LLC
Maryland
$654K -$26.1K -1,690 -4%
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7
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