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Sprott Physical Gold
PHYS

Overview Fund Activity

319 hedge funds and large institutions have $1.29B invested in Sprott Physical Gold in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
34
Increased
89
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
+$6.69M
2
SC
SouthState Corp
Florida
+$4.67M
3
II
Inspire Investing
Idaho
+$4.36M
4
Truist Financial
Truist Financial
North Carolina
+$3.83M
5
Bank of America
Bank of America
North Carolina
+$3.66M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$8.5M
2
OFG
OTA Financial Group
New York
-$7.32M
3
LPL Financial
LPL Financial
California
-$6.63M
4
PPW
Pasadena Private Wealth
California
-$5.16M
5
Millennium Management
Millennium Management
New York
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
201
Mission Creek Capital Partners
California
$316K – – –
GT
202
Glenmede Trust
Pennsylvania
$313K – – –
PGAM
203
Princeton Global Asset Management
New Jersey
$309K – – –
PFM
204
Peak Financial Management
Massachusetts
$309K – – –
GG
205
Gofen & Glossberg
Illinois
$304K – – –
JAWM
206
J. Arnold Wealth Management
Ohio
$296K – – –
GL
207
Graypoint LLC
New York
$290K – – –
SWP
208
Stratos Wealth Partners
Ohio
$289K -$370K -26,400 -56%
CW
209
CreativeOne Wealth
Kansas
$289K – – –
LPT
210
Legacy Private Trust
Wisconsin
$289K – – –
CT
211
Cambridge Trust
Massachusetts
$288K – – –
SSWM
212
Smith Salley Wealth Management
North Carolina
$284K +$284K +20,256 New
Creative Planning
213
Creative Planning
Kansas
$283K -$284K -20,255 -50%
FSA
214
Financial Sense Advisors
California
$282K +$21K +1,500 +8%
CCP
215
Cardan Capital Partners
Colorado
$281K – – –
RFC
216
Regions Financial Corp
Alabama
$281K – – –
SCA
217
Stonebridge Capital Advisors
Minnesota
$281K +$141K +10,250 +100%
CIC
218
Chase Investment Counsel
Virginia
$279K – – –
SI
219
Stephens Inc
Arkansas
$279K +$54.5K +3,888 +24%
GC
220
Garde Capital
Washington
$276K – – –
LWA
221
Lineweaver Wealth Advisors
Ohio
$261K – – –
HSA
222
HBK Sorce Advisory
Pennsylvania
$254K -$14K -1,000 -5%
FWM
223
Foresight Wealth Management
Utah
$252K – – –
TIA
224
Tiemann Investment Advisors
California
$249K – – –
WIC
225
Whitegate Investment Counselors
New Hampshire
$246K – – –
7 8
9
10 11