We are live on ! Find out more
PHYS icon

Sprott Physical Gold
PHYS

401 hedge funds and large institutions have $1.95B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

12% more funds holding in top 10

Funds holding in top 10: 25 → 28 (+3)

4% more funds holding

Funds holding: 387 → 401 (+14)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

0.05% more ownership

Funds ownership: 30.51% → 30.57% (+0.05%)

17% less capital invested

Capital invested by funds: $2.35B → $1.95B (-$395M)

Holders
401
Holders Change
+14
Holders Change %
+3.62%
% of All Funds
5.85%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
43
Increased
108
Reduced
107
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.58M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$4.17M
4
FTUS
Flow Traders U.S.
New York
+$3.88M
5
BCM
Bluefin Capital Management
New York
+$2.46M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52.1M
2
SAS
SMI Advisory Services
Indiana
-$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.89M
5
JAM
Jupiter Asset Management
United Kingdom
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAWM
201
J. Arnold Wealth Management
Ohio
$657K -$58.4K -3,800 -8%
CWS
202
Cypress Wealth Services
California
$654K +$922 +60 +0.1%
MFG
203
Merit Financial Group
Georgia
$654K +$274K +17,852 +77%
FZCM
204
Flynn Zito Capital Management
New York
$651K – – –
ICM
205
Islay Capital Management
Texas
$647K -$4.61K -300 -0.7%
NHFG
206
New Harbor Financial Group
Massachusetts
$625K +$77K +5,012 +15%
JWCA
207
J.W. Cole Advisors
Florida
$623K +$6.15K +400 +1%
AC
208
Avenir Corporation
Virginia
$619K – – –
PFA
209
Pettinga Financial Advisors
Indiana
$614K +$161K +10,450 +37%
BHWM
210
Beaird Harris Wealth Management
Texas
$613K – – –
SPC
211
Sigma Planning Corp
Michigan
$611K -$478K -31,108 -45%
ACP
212
Aveo Capital Partners
Colorado
$593K -$2.78K -181 -0.5%
KP
213
Keel Point
Alabama
$585K +$400 +26 +0.1%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$584K -$5.58K -363 -1%
GP
215
Geneva Partners
Wisconsin
$573K -$154K -10,000 -22%
VAM
216
Verity Asset Management
North Carolina
$573K +$75.2K +4,892 +16%
Ameriprise
217
Ameriprise
Minnesota
$564K -$16.2K -1,051 -3%
BFS
218
Bradley Foster & Sargent
Connecticut
$559K – – –
ISL
219
Ingalls & Snyder LLC
New York
$552K +$69.2K +4,500 +15%
FAIM
220
Financial Advocates Investment Management
Washington
$549K -$7.68K -500 -1%
Bank of New York Mellon
221
Bank of New York Mellon
New York
$542K -$31 -2 -0%
CA
222
Cetera Advisors
Colorado
$511K +$1.63K +106 +0.3%
MA
223
MKT Advisors
California
$501K – – –
SI
224
Stephens Inc
Arkansas
$501K – – –
FFN
225
Focus Financial Network
Minnesota
$496K +$161K +10,490 +51%
7 8
9
10 11

PHYS Hedge Fund Activity: Q4 2023 in Review

401 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q4 2023, worth a combined $1.95B — down 17% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PHYS positions and 26 closed out — a net gain of 17 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Susquehanna International Group, cutting an estimated $52.1M.

  • 401 institutional investors held Sprott Physical Gold (PHYS) as of Q4 2023, up from 387 in Q3 2023.
  • Funds reported $1.95B of Sprott Physical Gold stock for Q4 2023, down 17% quarter-over-quarter.
  • 43 funds opened new Sprott Physical Gold positions in Q4 2023 and 26 closed out, a net change of +17 holders.
  • The largest Sprott Physical Gold buyer in Q4 2023 was Morgan Stanley, an estimated $115M added.
  • The largest Sprott Physical Gold seller in Q4 2023 was Susquehanna International Group, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2023.