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Sprott Physical Gold
PHYS

Overview Fund Activity

361 hedge funds and large institutions have $1.38B invested in Sprott Physical Gold in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-17
Holders Change %
-4.5%
% of All Funds
6.24%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.47%
New
27
Increased
91
Reduced
116
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$20.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.7M
3
OFG
OTA Financial Group
New York
$17.1M
4
OBGC
O'Brien Greene & Co
Pennsylvania
$16.3M
5
JAM
Jupiter Asset Management
United Kingdom
$60.4M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$4.1M
2
II
Inspire Investing
Idaho
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$92.8M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.3M
5
Wells Fargo
Wells Fargo
California
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$506K -$14.1K -1,100 -3%
WMA
177
Wealth Management Associates
New Jersey
$504K – – –
AC
178
Avenir Corporation
Virginia
$497K – – –
CWS
179
Cypress Wealth Services
California
$494K +$3.28K +250 +0.7%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$492K -$129K -10,064 -21%
FAIM
181
Financial Advocates Investment Management
Washington
$486K +$486K +16,170 New
WA
182
Waddell & Associates
Tennessee
$483K +$483K +37,769 New
SPWM
183
Straight Path Wealth Management
Michigan
$477K +$10.2K +800 +2%
MG
184
Mather Group
Illinois
$474K – – –
1832 Asset Management
185
1832 Asset Management
Ontario, Canada
$468K – – –
JAWM
186
J. Arnold Wealth Management
Ohio
$468K +$39.1K +3,050 +9%
VAM
187
Verity Asset Management
North Carolina
$465K +$465K +36,351 New
FCH
188
Freestone Capital Holdings
Washington
$453K +$1.28K +100 +0.3%
BFS
189
Bradley Foster & Sargent
Connecticut
$450K – – –
FCT
190
Family Capital Trust
Massachusetts
$448K – – –
IWM
191
IHT Wealth Management
Illinois
$436K +$45.7K +3,565 +12%
GWS
192
Glassman Wealth Services
Virginia
$409K – – –
ICM
193
Islay Capital Management
Texas
$408K -$54.5K -4,250 -12%
MA
194
MKT Advisors
California
$406K – – –
SWM
195
Spire Wealth Management
Virginia
$404K +$39.2K +3,059 +11%
BEAM
196
Baker Ellis Asset Management
Washington
$403K – – –
SI
197
Stephens Inc
Arkansas
$402K +$197K +15,425 +96%
WF
198
Welch & Forbes
Massachusetts
$400K +$128K +10,000 +47%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$398K +$398K +31,135 New
TBA
200
Tower Bridge Advisors
Pennsylvania
$383K – – –
6 7
8
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