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Sprott Physical Gold

320 hedge funds and large institutions have $1.3B invested in Sprott Physical Gold in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

25% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$72.3M)

3% more funds holding

Funds holding: 312320 (+8)

0.3% less ownership

Funds ownership: 28.05%27.75% (-0.3%)

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
34
Increased
89
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$101M -$8.71M -605,495 -8%
EAM
2
Evanson Asset Management
California
$93.7M -$2.43M -168,776 -2%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$83.9M
CTC
4
Central Trust Company
Missouri
$83.3M +$2.18M +151,845 +3%
JAM
5
Jupiter Asset Management
United Kingdom
$79.2M +$6.88M +477,844 +9%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7M +$750K +52,113 +1%
Morgan Stanley
7
Morgan Stanley
New York
$71.5M +$2.15M +149,146 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$67.2M +$3.6M +250,109 +6%
PHS
9
Pekin Hardy Strauss
Illinois
$53.9M +$1.06M +73,605 +2%
Wells Fargo
10
Wells Fargo
California
$23.7M -$559K -38,865 -2%
SC
11
SouthState Corp
Florida
$23.7M +$4.79M +332,802 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$23M -$235K -16,347 -1%
FHC
13
Forest Hill Capital
Arkansas
$20.3M
LNWTC
14
Laird Norton Wetherby Trust Company
Washington
$16.3M +$106K +7,350 +0.6%
BPA
15
Beacon Pointe Advisors
California
$14.3M -$862K -59,901 -6%
RJA
16
Raymond James & Associates
Florida
$12.4M +$1.03M +71,767 +9%
AA
17
Auxano Advisors
Washington
$12.3M +$222K +15,443 +2%
CC
18
Cannell & Co
New York
$12.2M
Bank of America
19
Bank of America
North Carolina
$12M +$3.76M +261,206 +44%
HCM
20
Howland Capital Management
Massachusetts
$11.3M +$597K +41,512 +5%
CWA
21
Capital Wealth Alliance
Arizona
$10.5M -$546K -37,976 -5%
KOC
22
Koss-Olinger Consulting
Florida
$10.4M -$576K -40,000 -5%
BA
23
Bridge Advisory
California
$9.98M +$1.54M +107,145 +18%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$9.95M +$118K +8,225 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.95M +$720K +50,047 +8%

PHYS Hedge Fund Activity: Q2 2021 in Review

320 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2021, worth a combined $1.3B — up 5.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PHYS positions and 23 closed out — a net gain of 11 holders — while 89 added to existing stakes and 71 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $6.88M. The largest seller was Private Advisor Group, cutting an estimated $8.71M.

  • 320 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2021, up from 312 in Q1 2021.
  • Funds reported $1.3B of Sprott Physical Gold stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 34 funds opened new Sprott Physical Gold positions in Q2 2021 and 23 closed out, a net change of +11 holders.
  • The largest Sprott Physical Gold buyer in Q2 2021 was Jupiter Asset Management, an estimated $6.88M added.
  • The largest Sprott Physical Gold seller in Q2 2021 was Private Advisor Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q2 2021.