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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.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
5.84%
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
1
Morgan Stanley
New York
$218M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.05M
3
WMWM
3
Whitaker-Myers Wealth Managers
Ohio
$4.32M
4
FTUS
4
Flow Traders U.S.
New York
$5.57M
5
BGAI
5
Bruce G. Allen Investments
Colorado
$3.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.11M
2
SAS
2
SMI Advisory Services
Indiana
$14.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17M
4
Citadel Advisors
4
Citadel Advisors
Florida
$399K
5
JAM
5
Jupiter Asset Management
United Kingdom
$40.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$218M 13,670,092 +7,502,698 +122%
EAM
2
Evanson Asset Management
California
$102M 6,403,239 -204,350 -3%
CTC
3
Central Trust Company
Missouri
$98.8M 6,199,248 +73,989 +1%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$95M 5,961,670 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$89.3M 5,605,316 -350,828 -6%
PHS
6
Pekin Hardy Strauss
Illinois
$66.2M 4,154,931 +56,684 +1%
SS
7
Simplicity Solutions
Minnesota
$62.8M 3,943,738 -98,401 -2%
BFG
8
Bleakley Financial Group
New Jersey
$61.6M 3,868,009 -98,002 -2%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.5M 3,362,438 -140,308 -4%
Truist Financial
10
Truist Financial
North Carolina
$43.1M 2,703,368 -371,816 -12%
JAM
11
Jupiter Asset Management
United Kingdom
$40.4M 2,533,482 -423,944 -14%
SC
12
SouthState Corp
Florida
$32.2M 2,021,276 -32,699 -2%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$27.9M 1,751,427 +136,331 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27.1M 1,704,201 -58,546 -3%
Wells Fargo
15
Wells Fargo
California
$24M 1,504,105 +17,463 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$23.8M 1,495,497 +56,310 +4%
FHC
17
Forest Hill Capital
Arkansas
$23.1M 1,448,500 – –
SFS
18
Sowell Financial Services
Arkansas
$21.3M 1,337,872 -3,000 -0.2%
Jane Street
19
Jane Street
New York
$20.3M 1,276,818 -237,680 -16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.3M 1,211,321 +35,915 +3%
HCM
21
Howland Capital Management
Massachusetts
$17.7M 1,111,927 -14,750 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$17M 1,067,443 -637,915 -37%
LPL Financial
23
LPL Financial
California
$16.9M 1,061,636 +855 +0.1%
CAN
24
Cetera Advisor Networks
California
$15.7M 987,141 +36,493 +4%
AA
25
Auxano Advisors
Washington
$15M 940,958 +9,105 +1%
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