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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.33B invested in Sprott Physical Gold in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
6.14%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
29
Increased
93
Reduced
123
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$51.4M
2
SFS
2
Sowell Financial Services
Arkansas
$19.2M
3
QP
3
Quilter Plc
United Kingdom
$599M
4
Jane Street
4
Jane Street
New York
$21.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.4M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$42.4M
2
EAM
2
Evanson Asset Management
California
$94.6M
3
LNWTC
3
Laird Norton Wetherby Trust Company
Washington
$12.8M
4
BCM
4
Bluefin Capital Management
New York
$2.72M
5
OP
5
ORG Partners
Indiana
$904K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$550K – – –
IA
202
IFP Advisors
Florida
$537K -$48.6K -3,391 -8%
ACP
203
Aveo Capital Partners
Colorado
$536K +$143 +10 +0%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$530K -$165K -11,542 -24%
KP
205
Keel Point
Alabama
$525K -$78.4K -5,474 -13%
BFS
206
Bradley Foster & Sargent
Connecticut
$524K – – –
Ameriprise
207
Ameriprise
Minnesota
$522K -$158K -11,034 -23%
FCP
208
Fidelis Capital Partners
Florida
$509K – – –
FAIM
209
Financial Advocates Investment Management
Washington
$500K – – –
NHFG
210
New Harbor Financial Group
Massachusetts
$490K -$115 -8 -0%
OIA
211
Optimum Investment Advisors
Illinois
$490K -$43K -3,000 -8%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$487K -$25.9K -1,811 -5%
AWM
213
Axxcess Wealth Management
California
$481K +$481K +33,581 New
CA
214
Cetera Advisors
Colorado
$458K +$6.87K +480 +2%
SI
215
Stephens Inc
Arkansas
$450K – – –
CW
216
CreativeOne Wealth
Kansas
$450K -$109K -7,607 -20%
MA
217
MKT Advisors
California
$446K – – –
SC
218
Sepio Capital
Utah
$445K +$138K +9,624 +45%
VAM
219
Verity Asset Management
North Carolina
$445K -$220K -15,382 -33%
PVI
220
Pine Valley Investments
New Jersey
$437K +$437K +30,532 New
SWM
221
Spire Wealth Management
Virginia
$435K -$174K -12,125 -29%
ISL
222
Ingalls & Snyder LLC
New York
$432K +$100K +7,000 +30%
CCB
223
Cutter & Co Brokerage
Missouri
$425K – – –
CAMG
224
CWA Asset Management Group
Florida
$423K +$173K +12,068 +69%
BEAM
225
Baker Ellis Asset Management
Washington
$422K -$28.6K -2,000 -6%
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