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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$61.1M
2
QP
2
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$34.2M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
3
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
4
OTA Financial Group
New York
$0
5
JAM
5
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$650K – – –
KP
177
Keel Point
Alabama
$648K -$96.5K -6,240 -13%
SPWM
178
Straight Path Wealth Management
Michigan
$631K +$55.7K +3,600 +10%
FZCM
179
Flynn Zito Capital Management
New York
$631K – – –
WMA
180
Wealth Management Associates
New Jersey
$628K +$18.6K +1,200 +3%
FCH
181
Freestone Capital Holdings
Washington
$624K – – –
Bank of New York Mellon
182
Bank of New York Mellon
New York
$624K -$77.5K -5,016 -11%
Sumitomo Mitsui Trust Group
183
Sumitomo Mitsui Trust Group
Japan
$618K – – –
OIA
184
Optimum Investment Advisors
Illinois
$614K +$280K +18,100 +84%
CWS
185
Cypress Wealth Services
California
$613K +$26.1K +1,685 +4%
AC
186
Avenir Corporation
Virginia
$601K – – –
CA
187
Cambridge Advisors
Nebraska
$595K -$3.09K -200 -0.5%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$594K – – –
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$592K -$152K -9,839 -20%
ACP
190
Aveo Capital Partners
Colorado
$580K +$6.49K +420 +1%
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$566K – – –
FCP
192
Fidelis Capital Partners
Florida
$563K +$563K +35,550 New
BFS
193
Bradley Foster & Sargent
Connecticut
$543K – – –
FCT
194
Family Capital Trust
Massachusetts
$541K – – –
FAIM
195
Financial Advocates Investment Management
Washington
$535K -$51.5K -3,330 -9%
NA
196
NewEdge Advisors
Louisiana
$518K -$421K -27,246 -45%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$517K -$55K -3,556 -10%
GP
198
Geneva Partners
Wisconsin
$515K +$170K +11,000 +49%
SOS
199
Silver Oak Securities
Tennessee
$511K -$6.44K -417 -1%
MA
200
MKT Advisors
California
$501K – – –
6 7
8
9 10