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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$61.1M
2
QP
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
Bluefin Capital Management
New York
$34.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
OTA Financial Group
New York
$0
5
JAM
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
201
Glassman Wealth Services
Virginia
$494K – – –
KAS
202
Kestra Advisory Services
Texas
$488K -$46.7K -3,022 -9%
BEAM
203
Baker Ellis Asset Management
Washington
$487K – – –
SI
204
Stephens Inc
Arkansas
$486K – – –
MG
205
Mather Group
Illinois
$481K -$91.2K -5,898 -16%
CA
206
Cetera Advisors
Colorado
$466K +$16.7K +1,082 +4%
Brown Advisory
207
Brown Advisory
Maryland
$456K +$209K +13,500 +84%
TAM
208
Tocqueville Asset Management
New York
$443K +$108K +7,000 +32%
SW
209
SVB Wealth
Massachusetts
$438K – – –
IA
210
IFP Advisors
Florida
$417K -$288K -27,363 -41%
LA
211
Latitude Advisors
Florida
$417K – – –
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$409K – – –
CGPCS
213
Capital Group Private Client Services
California
$404K -$866 -56 -0.2%
PFA
214
Pettinga Financial Advisors
Indiana
$402K +$12.4K +800 +3%
VC
215
Veracity Capital
Georgia
$395K +$7.47K +483 +2%
GWANC
216
Guardian Wealth Advisors (North Carolina)
North Carolina
$390K +$12.3K +797 +3%
AM
217
Account Management
Massachusetts
$389K – – –
CCA
218
Cobblestone Capital Advisors
New York
$388K – – –
CAM
219
Cresset Asset Management
Illinois
$385K – – –
HF
220
HRT Financial
New York
$383K +$383K +24,812 New
CB
221
Community Bank
New York
$381K -$33.7K -2,182 -8%
VAM
222
Verity Asset Management
North Carolina
$375K +$541 +35 +0.1%
USCWA
223
U.S. Capital Wealth Advisors
Texas
$370K -$61.8K -4,000 -14%
V
224
Veritable
Delaware
$366K – – –
Cerity Partners
225
Cerity Partners
New York
$364K +$39.1K +2,525 +12%
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9
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