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Sprott Physical Gold
PHYS

Overview Fund Activity

380 hedge funds and large institutions have $2.22B invested in Sprott Physical Gold in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
5.99%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
29
Increased
121
Reduced
83
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QP
1
Quilter Plc
United Kingdom
$579M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
BCM
3
Bluefin Capital Management
New York
$6.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
TAM
5
TCP Asset Management
Ohio
$5.16M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$389K
2
MAM
2
Monaco Asset Management
Monaco
$0
3
MCC
3
Money Concepts Capital
Florida
$643K
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$88.9M
5
RDWM
5
Red Door Wealth Management
Tennessee
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
176
White Pine Capital
Minnesota
$657K -$30.2K -2,025 -4%
LCM
177
LVM Capital Management
Michigan
$652K – – –
WT
178
Whittier Trust
California
$648K – – –
BHWM
179
Beaird Harris Wealth Management
Texas
$647K – – –
MCC
180
Money Concepts Capital
Florida
$643K -$17.7M -1,188,640 -97%
SWM
181
Spire Wealth Management
Virginia
$634K -$77.6K -5,200 -11%
AL
182
ADE LLC
Maryland
$631K – – –
KP
183
Keel Point
Alabama
$629K +$3.88K +260 +0.6%
WTC
184
WhitTier Trust Company
Nevada
$627K – – –
JAWM
185
J. Arnold Wealth Management
Ohio
$621K -$31.3K -2,100 -5%
SPWM
186
Straight Path Wealth Management
Michigan
$620K +$10.4K +700 +2%
CWS
187
Cypress Wealth Services
California
$614K +$11.4K +750 +2%
IA
188
IFP Advisors
Florida
$610K +$19.9K +1,331 +3%
FZCM
189
Flynn Zito Capital Management
New York
$609K – – –
Cerity Partners
190
Cerity Partners
New York
$609K +$258K +17,300 +74%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$597K -$796K -53,344 -57%
Sumitomo Mitsui Trust Group
192
Sumitomo Mitsui Trust Group
Japan
$597K – – –
BCM
193
Brookstone Capital Management
Illinois
$586K +$338K +22,573 +136%
KAS
194
Kestra Advisory Services
Texas
$583K +$113K +7,550 +24%
CW
195
CreativeOne Wealth
Kansas
$582K -$268K -17,994 -32%
AC
196
Avenir Corporation
Virginia
$580K – – –
RCAG
197
Rehmann Capital Advisory Group
Michigan
$573K – – –
ACP
198
Aveo Capital Partners
Colorado
$558K -$1.54K -103 -0.3%
OIA
199
Optimum Investment Advisors
Illinois
$555K -$37.3K -2,500 -6%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$543K +$209K +14,000 +63%
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