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Sprott Physical Gold

363 hedge funds and large institutions have $1.4B invested in Sprott Physical Gold in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 28.12%27.82% (-0.3%)

4% less funds holding

Funds holding: 380363 (-17)

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

10% less capital invested

Capital invested by funds: $1.56B → $1.4B (-$159M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
363
Holders Change
-17
Holders Change %
-4.47%
% of All Funds
6.25%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.48%
New
27
Increased
92
Reduced
117
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$97.5M +$3.8M +282,591 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$92.8M -$10.7M -796,397 -10%
EAM
3
Evanson Asset Management
California
$91.6M +$284K +21,093 +0.3%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$76.5M
Morgan Stanley
5
Morgan Stanley
New York
$69.6M +$8.06M +599,168 +12%
JAM
6
Jupiter Asset Management
United Kingdom
$60.4M +$8.1M +601,916 +15%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.3M -$6.51M -483,962 -10%
PHS
8
Pekin Hardy Strauss
Illinois
$51.9M +$1.78M +132,421 +3%
SAS
9
SMI Advisory Services
Indiana
$42.8M +$3.28M +243,753 +8%
SC
10
SouthState Corp
Florida
$24.2M -$534K -39,651 -2%
Truist Financial
11
Truist Financial
North Carolina
$20.5M +$16.1M +1,194,906 +295%
FHC
12
Forest Hill Capital
Arkansas
$18.5M
Wells Fargo
13
Wells Fargo
California
$17.9M -$6.33M -470,324 -25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.3M -$462K -34,339 -2%
OFG
15
OTA Financial Group
New York
$17.1M +$14.1M +1,050,619 +365%
OBGC
16
O'Brien Greene & Co
Pennsylvania
$16.3M +$11.6M +859,771 +207%
IWC
17
Integrated Wealth Concepts
Massachusetts
$15.7M +$3.6M +267,492 +28%
MAM
18
Monaco Asset Management
Monaco
$15.3M
HCM
19
Howland Capital Management
Massachusetts
$15.1M +$433K +32,201 +3%
LNWTC
20
Laird Norton Wetherby Trust Company
Washington
$14.7M -$1.46M -108,635 -9%
BW
21
Basepoint Wealth
Iowa
$14.4M -$347K -25,804 -2%
CAN
22
Cetera Advisor Networks
California
$13.7M -$429K -31,870 -3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$13.7M +$14.4M +1,068,403 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.5M -$1.01M -74,842 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.1M +$3.32M +246,787 +32%

PHYS Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2022, worth a combined $1.4B — down 10% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PHYS and 27 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 92 added.

The largest buyer was Truist Financial, adding an estimated $16.1M. The largest seller was Private Advisor Group, cutting an estimated $59.9M.

  • 363 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2022, down from 380 in Q2 2022.
  • Funds reported $1.4B of Sprott Physical Gold stock for Q3 2022, down 10% quarter-over-quarter.
  • 27 funds opened new Sprott Physical Gold positions in Q3 2022 and 38 closed out, a net change of -11 holders.
  • The largest Sprott Physical Gold buyer in Q3 2022 was Truist Financial, an estimated $16.1M added.
  • The largest Sprott Physical Gold seller in Q3 2022 was Private Advisor Group, an estimated $59.9M sold.

Based on aggregated 13F filings for Q3 2022.