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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$1.25M -$5K -314 -0.4%
SWM
152
SeaCrest Wealth Management
New York
$1.24M -$561K -35,476 -31%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$1.14M – – –
PC
154
Permanens Capital
New York
$1.12M +$1.12M +70,327 New
IFO
155
Independent Family Office
New York
$1.09M – – –
CAM
156
Claret Asset Management
Quebec, Canada
$1.09M – – –
AL
157
Arnhold LLC
New York
$1.01M +$27.1K +1,700 +3%
IWM
158
IHT Wealth Management
Illinois
$991K +$68K +4,267 +7%
SIM
159
Stratos Investment Management
Ohio
$977K -$134K -8,417 -12%
BCM
160
Barometer Capital Management
Ontario, Canada
$962K +$194K +12,200 +25%
FDCP
161
Foster Dykema Cabot & Partners
Massachusetts
$961K +$961K +60,329 New
BPC
162
Banque Pictet & Cie
Switzerland
$959K -$300K -18,818 -24%
AMBIA
163
Allen Mooney & Barnes Investment Advisors
Georgia
$951K -$1M -63,000 -51%
BAAM
164
Baker Avenue Asset Management
California
$927K -$3.51K -220 -0.4%
SCA
165
Snowden Capital Advisors
New York
$901K +$141K +8,860 +19%
EGA
166
E&G Advisors
Texas
$886K -$35K -2,200 -4%
ACA
167
Aptus Capital Advisors
Alabama
$881K – – –
GSC
168
G&S Capital
Colorado
$872K -$5.64K -354 -0.6%
SC
169
Scotia Capital
Ontario, Canada
$869K -$133K -8,147 -13%
EPAM
170
Euro Pacific Asset Management
Puerto Rico
$829K +$628K +39,646 +313%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$809K -$32.2K -2,020 -4%
SOS
172
Silver Oak Securities
Tennessee
$809K +$709K +44,501 +711%
LG
173
Lane Generational
Massachusetts
$808K – – –
TA
174
Tectonic Advisors
Texas
$803K -$24.9K -1,565 -3%
IA
175
Insight Advisors
Pennsylvania
$800K -$145K -9,100 -15%
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