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Sprott Physical Gold
PHYS

464 hedge funds and large institutions have $2.38B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$258M)

8% more funds holding

Funds holding: 431 → 464 (+33)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

7% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 122

0.39% less ownership

Funds ownership: 29.46% → 29.07% (-0.39%)

Holders
464
Holders Change
+33
Holders Change %
+7.66%
% of All Funds
6.66%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
56
Increased
130
Reduced
122
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$52.9M
2
WCM
Wealthcare Capital Management
Virginia
+$33.9M
3
RJA
Raymond James & Associates
Florida
+$13M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.39M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$72.5M
2
Morgan Stanley
Morgan Stanley
New York
-$25.8M
3
BFG
Bleakley Financial Group
New Jersey
-$14.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.87M
5
Jane Street
Jane Street
New York
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
176
M&T Bank
New York
$1.24M +$1.17M +61,067 New
FDCP
177
Foster Dykema Cabot & Partners
Massachusetts
$1.23M – – –
BPC
178
Banque Pictet & Cie
Switzerland
$1.23M – – –
CAM
179
Claret Asset Management
Quebec, Canada
$1.22M -$76.9K -4,000 -6%
BCM
180
Barometer Capital Management
Ontario, Canada
$1.18M +$119K +6,200 +12%
BHWM
181
Beaird Harris Wealth Management
Texas
$1.15M +$42K +2,181 +4%
IA
182
Insight Advisors
Pennsylvania
$1.13M -$12.5K -650 -1%
AL
183
Arnhold LLC
New York
$1.13M – – –
GSC
184
G&S Capital
Colorado
$1.1M +$20.7K +1,078 +2%
ACA
185
Aptus Capital Advisors
Alabama
$1.09M -$19.2K -1,000 -2%
TCM
186
TruNorth Capital Management
Michigan
$1.09M – – –
BF
187
BOK Financial
Oklahoma
$1.06M +$986K +51,247 New
IIA
188
IPG Investment Advisors
California
$1.05M -$18.2K -945 -2%
SNB
189
Security National Bank
Nebraska
$1.04M – – –
STA
190
Summit Trail Advisors
New York
$1.04M +$979K +50,900 New
SW
191
Simplicity Wealth
New Jersey
$1.03M -$72.5M -3,769,483 -99%
FIM
192
Freedom Investment Management
Connecticut
$1.02M -$10.3K -534 -1%
HCM
193
Hengehold Capital Management
Ohio
$1.01M – – –
SWM
194
SeaCrest Wealth Management
New York
$1.01M -$49.1K -2,555 -5%
FWP
195
FAS Wealth Partners
Kansas
$1.01M – – –
PA
196
Procyon Advisors
Connecticut
$1.01M – – –
SCA
197
Sandy Cove Advisors
Massachusetts
$997K – – –
WT
198
Whittier Trust
California
$996K – – –
AL
199
ADE LLC
Maryland
$965K +$58.8K +3,056 +7%
LG
200
Lane Generational
Massachusetts
$963K – – –
6 7
8
9 10

PHYS Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2024, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PHYS positions and 20 closed out — a net gain of 36 holders — while 130 added to existing stakes and 122 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $52.9M. The largest seller was Simplicity Wealth, cutting an estimated $72.5M.

  • 464 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2024, up from 431 in Q2 2024.
  • Funds reported $2.38B of Sprott Physical Gold stock for Q3 2024, up 12% quarter-over-quarter.
  • 56 funds opened new Sprott Physical Gold positions in Q3 2024 and 20 closed out, a net change of +36 holders.
  • The largest Sprott Physical Gold buyer in Q3 2024 was International Assets Investment Management, an estimated $52.9M added.
  • The largest Sprott Physical Gold seller in Q3 2024 was Simplicity Wealth, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2024.