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Sprott Physical Gold
PHYS

Overview Fund Activity

459 hedge funds and large institutions have $2.34B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+33
Holders Change %
+7.75%
% of All Funds
6.64%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
56
Increased
128
Reduced
121
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$36M
2
RJA
2
Raymond James & Associates
Florida
$32.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$114M
3
BFG
3
Bleakley Financial Group
New Jersey
$60.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M
5
Jane Street
5
Jane Street
New York
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Claret Asset Management
Quebec, Canada
$1.22M -$81.5K -4,000 -6%
BCM
177
Barometer Capital Management
Ontario, Canada
$1.18M +$126K +6,200 +12%
BHWM
178
Beaird Harris Wealth Management
Texas
$1.15M +$44.4K +2,181 +4%
IA
179
Insight Advisors
Pennsylvania
$1.13M -$13.2K -650 -1%
AL
180
Arnhold LLC
New York
$1.13M – – –
GSC
181
G&S Capital
Colorado
$1.1M +$22K +1,078 +2%
ACA
182
Aptus Capital Advisors
Alabama
$1.09M -$20.4K -1,000 -2%
TCM
183
TruNorth Capital Management
Michigan
$1.09M – – –
BF
184
BOK Financial
Oklahoma
$1.06M +$1.06M +51,247 New
IIA
185
IPG Investment Advisors
California
$1.05M -$19.3K -945 -2%
SNB
186
Security National Bank
Nebraska
$1.04M – – –
STA
187
Summit Trail Advisors
New York
$1.04M +$1.04M +50,900 New
SW
188
Simplicity Wealth
New Jersey
$1.03M -$76.8M -3,769,483 -99%
FIM
189
Freedom Investment Management
Connecticut
$1.02M -$10.9K -534 -1%
HCM
190
Hengehold Capital Management
Ohio
$1.01M – – –
SWM
191
SeaCrest Wealth Management
New York
$1.01M -$52.1K -2,555 -5%
FWP
192
FAS Wealth Partners
Kansas
$1.01M – – –
PA
193
Procyon Advisors
Connecticut
$1.01M – – –
SCA
194
Sandy Cove Advisors
Massachusetts
$997K – – –
WT
195
Whittier Trust
California
$996K – – –
AL
196
ADE LLC
Maryland
$965K +$62.3K +3,056 +7%
LG
197
Lane Generational
Massachusetts
$963K – – –
PCS
198
Private Client Services
Kentucky
$951K +$73.4K +3,600 +8%
MML Investors Services
199
MML Investors Services
Massachusetts
$939K +$939K +46,064 New
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$932K -$510 -25 -0.1%
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8
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