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Sprott Physical Gold
PHYS

Overview Fund Activity

352 hedge funds and large institutions have $1.43B invested in Sprott Physical Gold in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.36%
New
52
Increased
82
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$90.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
$7.88M
3
CTC
Central Trust Company
Missouri
$95.6M
4
EAM
Evanson Asset Management
California
$104M
5
NW
NewEdge Wealth
Pennsylvania
$2.93M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$106M
2
Morgan Stanley
Morgan Stanley
New York
$60.9M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8M
4
PHS
Pekin Hardy Strauss
Illinois
$49.7M
5
SW
SVB Wealth
Massachusetts
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
201
Capital Group Private Client Services
California
$377K – – –
PFS
202
Prospera Financial Services
Texas
$376K +$218K +15,168 +138%
CAM
203
Cidel Asset Management
Ontario, Canada
$364K – – –
AIP
204
Almanack Investment Partners
Pennsylvania
$364K – – –
TNA
205
True North Advisors
Texas
$361K – – –
AM
206
Account Management
Massachusetts
$361K +$361K +25,150 New
OAM
207
Occidental Asset Management
California
$359K – – –
MCCP
208
Mission Creek Capital Partners
California
$343K -$2.3K -160 -0.7%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$342K – – –
SJIM
210
St. Johns Investment Management
Florida
$339K – – –
VAM
211
Verity Asset Management
North Carolina
$335K +$5.11K +356 +2%
ISL
212
Ingalls & Snyder LLC
New York
$328K – – –
PFO
213
Pathstone Family Office
New Jersey
$326K – – –
PWLP
214
Prio Wealth Limited Partnership
Massachusetts
$326K +$326K +22,687 New
RJT
215
Raymond James Trust
Florida
$323K – – –
BF
216
BOK Financial
Oklahoma
$321K – – –
TF
217
Tompkins Financial
New York
$317K +$76K +5,286 +32%
PFM
218
Peak Financial Management
Massachusetts
$316K – – –
SAA
219
Southeast Asset Advisors
Georgia
$316K +$316K +21,980 New
GG
220
Gofen & Glossberg
Illinois
$310K – – –
GT
221
Glenmede Trust
Pennsylvania
$306K -$14.3K -1,000 -4%
V
222
Veritable
Delaware
$304K – – –
IWM
223
IHT Wealth Management
Illinois
$297K +$112K +7,800 +61%
SWP
224
Stratos Wealth Partners
Ohio
$296K – – –
LPT
225
Legacy Private Trust
Wisconsin
$295K – – –
7 8
9
10 11