Challenger Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Challenger Wealth Management’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
2025 Q4	–	Sell	-15,573	Closed	-$461K	–	65
2025 Q3	$461K	Hold	15,573	–	–	0.36%	46
2025 Q2	$395K	Hold	15,573	–	–	0.27%	59
2025 Q1	$375K	Sell	15,573 -1,000	-6%	-$22.2K	0.3%	59
2024 Q4	$334K	Buy	+16,573	New	+$341K	0.29%	64

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 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 $20.2B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Challenger Wealth Management's PHYS Position: Q4 2025 in Review

Challenger Wealth Management sold out of Sprott Physical Gold (PHYS) in Q4 2025, closing a stake of 15,573 shares — an estimated $461K sold.

Challenger Wealth Management first reported a position in PHYS in Q4 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2025. 638 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

Challenger Wealth Management reported no remaining Sprott Physical Gold position as of Q4 2025 after selling out during the quarter.
Challenger Wealth Management sold 15,573 Sprott Physical Gold shares in Q4 2025, an estimated $461K.
Challenger Wealth Management first reported a position in Sprott Physical Gold in Q4 2024 and held it in 4 quarters.
Challenger Wealth Management's Sprott Physical Gold position peaked at $461K in Q3 2025.
638 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Challenger Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.