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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$1.42M +$7.62K +422 +0.5%
SCA
152
Snowden Capital Advisors
New York
$1.36M +$384K +22,191 +39%
LPP
153
Life Planning Partners
Florida
$1.35M -$894K -51,693 -40%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.35M +$117K +6,772 +9%
HA
155
HC Advisors
Georgia
$1.32M -$194K -11,200 -13%
SWM
156
SeaCrest Wealth Management
New York
$1.3M -$57K -3,292 -4%
Goldman Sachs
157
Goldman Sachs
New York
$1.29M +$1.01M +58,575 +366%
PC
158
Permanens Capital
New York
$1.22M – – –
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$1.21M +$929K +53,698 +333%
IFO
160
Independent Family Office
New York
$1.18M – – –
CAM
161
Claret Asset Management
Quebec, Canada
$1.18M -$3.46K -200 -0.3%
MML Investors Services
162
MML Investors Services
Massachusetts
$1.14M +$1.14M +65,668 New
AL
163
Arnhold LLC
New York
$1.1M – – –
SPC
164
Sigma Planning Corp
Michigan
$1.07M +$410K +23,682 +62%
NL
165
NWAM LLC
Washington
$1.07M +$1.07M +59,842 New
IWM
166
IHT Wealth Management
Illinois
$1.07M -$5.28K -305 -0.5%
FDCP
167
Foster Dykema Cabot & Partners
Massachusetts
$1.04M – – –
BPC
168
Banque Pictet & Cie
Switzerland
$1.04M – – –
BAAM
169
Baker Avenue Asset Management
California
$1.01M – – –
AWM
170
AE Wealth Management
Kansas
$1M -$651K -37,639 -39%
SC
171
Scotia Capital
Ontario, Canada
$985K +$60.6K +3,492 +7%
NA
172
NewEdge Advisors
Louisiana
$972K +$104K +6,037 +12%
ACA
173
Aptus Capital Advisors
Alabama
$964K +$7.09K +410 +0.7%
EGA
174
E&G Advisors
Texas
$962K – – –
GSC
175
G&S Capital
Colorado
$950K +$3.32K +192 +0.4%
5 6
7
8 9