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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 7,797,408 -5,872,684 -43%
CTC
2
Central Trust Company
Missouri
$111M 6,395,228 +195,980 +3%
EAM
3
Evanson Asset Management
California
$106M 6,122,779 -280,460 -4%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$103M 5,961,670 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$100M 5,789,542 +184,226 +3%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.5M 3,195,879 -166,559 -5%
PHS
7
Pekin Hardy Strauss
Illinois
$69.1M 3,992,811 -162,120 -4%
SW
8
Simplicity Wealth
New Jersey
$67.5M 3,903,253 +3,903,253 New
BFG
9
Bleakley Financial Group
New Jersey
$66.2M 3,825,114 -42,895 -1%
JAM
10
Jupiter Asset Management
United Kingdom
$39.8M 2,299,826 -233,656 -9%
BCM
11
Bluefin Capital Management
New York
$35M 2,023,920 +1,674,108 +479%
SC
12
SouthState Corp
Florida
$34.4M 1,990,434 -30,842 -2%
SI
13
Sprott Inc
Ontario, Canada
$32.9M 1,901,432 +1,606,928 +546%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$31.5M 1,823,029 +71,602 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$30.3M 1,752,721 +48,520 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$26.5M 1,530,672 +35,175 +2%
FHC
17
Forest Hill Capital
Arkansas
$25.1M 1,448,500 – –
Wells Fargo
18
Wells Fargo
California
$24.3M 1,406,331 -97,774 -7%
SFS
19
Sowell Financial Services
Arkansas
$22.3M 1,288,822 -49,050 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.7M 1,254,034 +42,713 +4%
HCM
21
Howland Capital Management
Massachusetts
$19M 1,095,687 -16,240 -1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$18.9M 1,091,188 +968,835 +792%
LPL Financial
23
LPL Financial
California
$18.5M 1,070,675 +9,039 +0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$18.1M 1,049,107 -18,336 -2%
AA
25
Auxano Advisors
Washington
$16.8M 970,940 +29,982 +3%
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