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Sprott Physical Gold
PHYS

Overview Fund Activity

405 hedge funds and large institutions have $2.02B invested in Sprott Physical Gold in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.41%
New
41
Increased
102
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$67.5M
2
BCM
2
Bluefin Capital Management
New York
$35M
3
SI
3
Sprott Inc
Ontario, Canada
$32.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.9M
5
CS
5
Cannell & Spears
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Truist Financial
2
Truist Financial
North Carolina
$1.6M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$2.73M
4
SAS
4
SMI Advisory Services
Indiana
$9.16M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
201
Cypress Wealth Services
California
$711K – – –
FZCM
202
Flynn Zito Capital Management
New York
$707K – – –
ICM
203
Islay Capital Management
Texas
$703K – – –
EPAM
204
Euro Pacific Asset Management
Puerto Rico
$694K -$56.2K -3,922 -7%
JWCA
205
J.W. Cole Advisors
Florida
$677K – – –
AC
206
Avenir Corporation
Virginia
$672K – – –
MFG
207
Merit Financial Group
Georgia
$671K -$60K -3,371 -8%
PFA
208
Pettinga Financial Advisors
Indiana
$670K +$3.89K +225 +0.6%
BHWM
209
Beaird Harris Wealth Management
Texas
$666K – – –
FIM
210
Freedom Investment Management
Connecticut
$660K -$57K -3,297 -8%
RW
211
Rockport Wealth
Ohio
$658K +$658K +38,030 New
FAIM
212
Financial Advocates Investment Management
Washington
$636K +$39.8K +2,300 +7%
HAM
213
Harmony Asset Management
Arizona
$615K +$148K +8,534 +32%
BFS
214
Bradley Foster & Sargent
Connecticut
$608K – – –
SI
215
Stephens Inc
Arkansas
$604K +$60.6K +3,500 +11%
ISL
216
Ingalls & Snyder LLC
New York
$600K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$587K -$47.4K -2,741 -7%
Ameriprise
218
Ameriprise
Minnesota
$584K -$29.9K -1,727 -5%
KP
219
Keel Point
Alabama
$577K -$57.7K -3,334 -9%
MA
220
MKT Advisors
California
$574K – – –
SPWM
221
Straight Path Wealth Management
Michigan
$566K +$343K +19,850 +154%
ACP
222
Aveo Capital Partners
Colorado
$548K -$115K -6,463 -17%
HI
223
Harbour Investments
Wisconsin
$539K +$125K +7,225 +30%
CW
224
CreativeOne Wealth
Kansas
$529K -$7.35K -425 -1%
SCA
225
Sandy Cove Advisors
Massachusetts
$529K +$115K +6,667 +28%
7 8
9
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