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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
176
IPG Investment Advisors
California
$946K +$946K +54,689 New
AWE
177
Avidian Wealth Enterprises
Texas
$938K +$102K +5,900 +12%
TCM
178
TruNorth Capital Management
Michigan
$926K +$926K +53,499 New
BCM
179
Barometer Capital Management
Ontario, Canada
$907K -$162K -9,150 -15%
LG
180
Lane Generational
Massachusetts
$877K – – –
FWP
181
FAS Wealth Partners
Kansas
$857K – – –
PA
182
Procyon Advisors
Connecticut
$856K +$4.69K +271 +0.6%
WTC
183
WhitTier Trust Company
Nevada
$842K +$116K +6,684 +16%
IA
184
Insight Advisors
Pennsylvania
$836K -$32.9K -1,900 -4%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$831K -$57.2K -3,275 -6%
SCM
186
Soros Capital Management
New York
$812K – – –
FCH
187
Freestone Capital Holdings
Washington
$810K – – –
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$792K – – –
PCP
189
Proficio Capital Partners
Massachusetts
$789K – – –
TA
190
Tectonic Advisors
Texas
$780K -$92.5K -5,347 -11%
GAA
191
Global Assets Advisory
Florida
$761K +$761K +13,302 New
LCM
192
LVM Capital Management
Michigan
$756K – – –
WT
193
Whittier Trust
California
$751K – – –
AL
194
ADE LLC
Maryland
$748K -$69.7K -4,029 -9%
Cerity Partners
195
Cerity Partners
New York
$745K -$42.8K -2,435 -5%
TF
196
Tompkins Financial
New York
$744K -$16.6K -959 -2%
FCG
197
Fielder Capital Group
Tennessee
$730K – – –
AMBIA
198
Allen Mooney & Barnes Investment Advisors
Georgia
$728K -$370K -20,105 -34%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$726K – – –
WPC
200
White Pine Capital
Minnesota
$714K -$64.5K -3,644 -8%
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8
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