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Sprott Physical Gold
PHYS

Overview Fund Activity

202 hedge funds and large institutions have $482M invested in Sprott Physical Gold in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
34
Increased
44
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
2
Morgan Stanley
Morgan Stanley
New York
$30.6M
3
LPL Financial
LPL Financial
California
$4.37M
4
EAM
Evanson Asset Management
California
$66M
5
Wells Fargo
Wells Fargo
California
$16.5M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
$36.8M
2
OFG
OTA Financial Group
New York
$3.57M
3
CIC
Chase Investment Counsel
Virginia
$297K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$394K
5
LWS
Lucia Wealth Services
California
$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
MAM
177
Meeder Asset Management
Ohio
$25K +$25K +2,066 New
FP
178
Financial Perspectives
Minnesota
$24.4K +$24.4K +2,000 New
HPC
179
HM Payson & Co
Maine
$20K – – –
BAM
180
Barrett Asset Management
New York
$20K – – –
SFS
181
Sowell Financial Services
Arkansas
$19K +$14.6K +1,200 +333%
OIA
182
Optimum Investment Advisors
Illinois
$19K +$19K +1,525 New
LFA
183
Lighthouse Financial Advisors
Maryland
$13K +$13K +1,071 New
GCM
184
Gables Capital Management
Florida
$12K – – –
RIA
185
Realta Investment Advisors
Delaware
$10K – – –
APA
186
American Portfolios Advisors
New York
$9.57K – – –
JFA
187
JNBA Financial Advisors
Minnesota
$9K – – –
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
KFS
189
Kelly Financial Services
Massachusetts
$6.09K – – –
RFM
190
Royal Fund Management
Florida
$6K – – –
TRCT
191
Tower Research Capital (TRC)
New York
$6K +$3.6K +300 +150%
WAM
192
Wolverine Asset Management
Illinois
$6K +$6K +518 New
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
SAM
195
S.A. Mason
Michigan
$2K +$2K +180 New
RCA
196
Ranch Capital Advisors
Florida
$2K +$2K +200 New
SI
197
Sprott Inc
Ontario, Canada
$1.25K +$102 +8,400 +9%
PA
198
Parallel Advisors
California
$1K – – –
FCH
199
Freestone Capital Holdings
Washington
$416 – – –
SHWM
200
Silicon Hills Wealth Management
Texas
$239 +$239 +2 New
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