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Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$36M
2
RJA
2
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$114M
3
BFG
3
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
5
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFH
151
Eaton Financial Holdings
Florida
$1.75M +$1.75M +85,809 New
HCM
152
Hollencrest Capital Management
California
$1.73M – – –
Truist Financial
153
Truist Financial
North Carolina
$1.73M +$94.1K +4,618 +6%
FT
154
Fiduciary Trust
Massachusetts
$1.69M -$37.4K -1,835 -2%
WAM
155
Wakefield Asset Management
Colorado
$1.67M +$8.09K +397 +0.5%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$1.67M +$1.21M +59,313 +265%
US Bancorp
157
US Bancorp
Minnesota
$1.66M +$1.57M +77,050 +1,718%
NSIM
158
North Star Investment Management
Illinois
$1.64M +$2.55K +125 +0.2%
AWM
159
AE Wealth Management
Kansas
$1.6M +$352K +17,266 +28%
WMA
160
Wealth Management Associates
New Jersey
$1.6M -$6.93K -340 -0.4%
IWM
161
IHT Wealth Management
Illinois
$1.57M +$62K +3,038 +4%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$1.57M -$669K -32,817 -30%
VAM
163
Verity Asset Management
North Carolina
$1.55M +$780K +37,047 +101%
HA
164
HC Advisors
Georgia
$1.5M -$61.6K -3,021 -4%
SCA
165
Snowden Capital Advisors
New York
$1.48M -$375K -18,413 -20%
NHFG
166
New Harbor Financial Group
Massachusetts
$1.46M +$909K +44,592 +164%
EGA
167
E&G Advisors
Texas
$1.41M +$274K +13,430 +24%
IFO
168
Independent Family Office
New York
$1.39M – – –
Goldman Sachs
169
Goldman Sachs
New York
$1.35M +$187K +9,183 +16%
CW
170
CreativeOne Wealth
Kansas
$1.3M +$735K +36,078 +130%
SPC
171
Sigma Planning Corp
Michigan
$1.28M +$14.5K +712 +1%
NL
172
NWAM LLC
Washington
$1.26M +$1.26M +61,807 New
M&T Bank
173
M&T Bank
New York
$1.24M +$1.24M +61,067 New
FDCP
174
Foster Dykema Cabot & Partners
Massachusetts
$1.23M – – –
BPC
175
Banque Pictet & Cie
Switzerland
$1.23M – – –
5 6
7
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