PHYS icon

Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$799K +$337K +21,139 +73%
CA
177
Claro Advisors
Massachusetts
$790K +$790K +49,604 New
FWP
178
FAS Wealth Partners
Kansas
$789K – – –
PA
179
Procyon Advisors
Connecticut
$784K – – –
AWE
180
Avidian Wealth Enterprises
Texas
$769K +$13.5K +845 +2%
FCP
181
Fidelis Capital Partners
Florida
$769K +$203K +12,730 +36%
AL
182
ADE LLC
Maryland
$753K +$79K +4,961 +12%
SCM
183
Soros Capital Management
New York
$747K – – –
FCH
184
Freestone Capital Holdings
Washington
$746K – – –
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$730K +$730K +45,804 New
PCP
186
Proficio Capital Partners
Massachusetts
$726K -$49.4K -3,100 -6%
HF
187
HRT Financial
New York
$723K +$723K +45,440 New
Cerity Partners
188
Cerity Partners
New York
$715K +$48.1K +3,020 +7%
WPC
189
White Pine Capital
Minnesota
$701K – – –
TF
190
Tompkins Financial
New York
$700K +$15.3K +959 +2%
LCM
191
LVM Capital Management
Michigan
$696K – – –
WT
192
Whittier Trust
California
$691K – – –
KAS
193
Kestra Advisory Services
Texas
$683K +$9.92K +623 +1%
FCG
194
Fielder Capital Group
Tennessee
$672K +$672K +42,207 New
WTC
195
WhitTier Trust Company
Nevada
$670K – – –
RCAG
196
Rehmann Capital Advisory Group
Michigan
$668K +$56.4K +3,538 +9%
FIM
197
Freedom Investment Management
Connecticut
$660K -$84.5K -5,305 -11%
JAWM
198
J. Arnold Wealth Management
Ohio
$657K -$60.5K -3,800 -8%
CWS
199
Cypress Wealth Services
California
$654K +$956 +60 +0.1%
MFG
200
Merit Financial Group
Georgia
$654K +$284K +17,852 +77%
6 7
8
9 10