Bessemer Group’s Sprott Physical Gold PHYS Stock Holding History

Bessemer Group’s Portfolio PHYS Stock Details PHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Buy	7,263 +677	+10%	+$25K	﹤0.01%	1332
2025 Q4	$217K	Buy	+6,586	New	+$208K	﹤0.01%	1345
2021 Q4	–	Sell	-2,000	Closed	-$28K	–	1949
2021 Q3	$28K	Buy	+2,000	New	+$28.3K	﹤0.01%	1168
2017 Q4	–	Sell	-4,410	Closed	-$46K	–	1789
2017 Q3	$46K	Hold	4,410	–	–	﹤0.01%	1311
2017 Q2	$45K	Hold	4,410	–	–	﹤0.01%	1316
2017 Q1	$45K	Hold	4,410	–	–	﹤0.01%	1323
2016 Q4	$41K	Hold	4,410	–	–	﹤0.01%	1393
2016 Q3	$48K	Hold	4,410	–	–	﹤0.01%	1211
2016 Q2	$48K	Hold	4,410	–	–	﹤0.01%	870
2016 Q1	$45K	Buy	+4,410	New	+$43K	﹤0.01%	919
2014 Q2	–	Sell	-15,775	Closed	-$168K	–	1456
2014 Q1	$168K	Buy	+15,775	New	+$170K	﹤0.01%	671

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Bessemer Group's PHYS Position: Q1 2026 in Review

Bessemer Group increased its Sprott Physical Gold (PHYS) stake by 10% in Q1 2026, buying an estimated $25K and bringing the position to 7,263 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Bessemer Group first reported a position in PHYS in Q1 2014 and has held it in 11 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Bessemer Group held 7,263 shares of Sprott Physical Gold worth $257K as of Q1 2026.
Bessemer Group bought 677 Sprott Physical Gold shares in Q1 2026, an estimated $25K.
Sprott Physical Gold made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1332 holding.
Bessemer Group first reported a position in Sprott Physical Gold in Q1 2014 and has held it in 11 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.