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Sprott Physical Gold
PHYS

Overview Fund Activity

398 hedge funds and large institutions have $1.92B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.83%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
42
Increased
107
Reduced
106
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
Flow Traders U.S.
New York
$5.57M
5
BCM
Bluefin Capital Management
New York
$5.61M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$399K
5
JAM
Jupiter Asset Management
United Kingdom
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FZCM
201
Flynn Zito Capital Management
New York
$651K – – –
ICM
202
Islay Capital Management
Texas
$647K -$4.78K -300 -0.7%
NHFG
203
New Harbor Financial Group
Massachusetts
$625K +$79.8K +5,012 +15%
JWCA
204
J.W. Cole Advisors
Florida
$623K +$6.37K +400 +1%
AC
205
Avenir Corporation
Virginia
$619K – – –
PFA
206
Pettinga Financial Advisors
Indiana
$614K +$166K +10,450 +37%
BHWM
207
Beaird Harris Wealth Management
Texas
$613K – – –
SPC
208
Sigma Planning Corp
Michigan
$611K -$496K -31,108 -45%
ACP
209
Aveo Capital Partners
Colorado
$593K -$2.88K -181 -0.5%
KP
210
Keel Point
Alabama
$585K +$414 +26 +0.1%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$584K -$5.78K -363 -1%
GP
212
Geneva Partners
Wisconsin
$573K -$159K -10,000 -22%
VAM
213
Verity Asset Management
North Carolina
$573K +$77.9K +4,892 +16%
Ameriprise
214
Ameriprise
Minnesota
$564K -$16.7K -1,051 -3%
BFS
215
Bradley Foster & Sargent
Connecticut
$559K – – –
ISL
216
Ingalls & Snyder LLC
New York
$552K +$71.6K +4,500 +15%
FAIM
217
Financial Advocates Investment Management
Washington
$549K -$7.97K -500 -1%
Bank of New York Mellon
218
Bank of New York Mellon
New York
$542K -$32 -2 -0%
CA
219
Cetera Advisors
Colorado
$511K +$1.69K +106 +0.3%
MA
220
MKT Advisors
California
$501K – – –
SI
221
Stephens Inc
Arkansas
$501K – – –
FFN
222
Focus Financial Network
Minnesota
$496K +$167K +10,490 +51%
CW
223
CreativeOne Wealth
Kansas
$494K -$6.37K -400 -1%
RFC
224
Regions Financial Corp
Alabama
$488K +$43K +2,700 +10%
CAMG
225
CWA Asset Management Group
Florida
$471K – – –
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9
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