Equinox Partners Investment Management’s Sprott Physical Gold PHYS Stock Holding History

Equinox Partners Investment 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 Q1	–	Sell	-131,673	Closed	-$2.65M	–	10
2024 Q4	$2.65M	Hold	131,673	–	–	1.8%	8
2024 Q3	$2.68M	Hold	131,673	–	–	1.84%	9
2024 Q2	$2.38M	Hold	131,673	–	–	1.53%	9
2024 Q1	$2.28M	Hold	131,673	–	–	1.85%	8
2023 Q4	$2.1M	Hold	131,673	–	–	1.51%	8
2023 Q3	$1.89M	Hold	131,673	–	–	1.04%	11
2023 Q2	$1.96M	Hold	131,673	–	–	1.61%	11
2023 Q1	$2.04M	Hold	131,673	–	–	1.64%	10
2022 Q4	$1.86M	Hold	131,673	–	–	1.21%	10
2022 Q3	$1.69M	Hold	131,673	–	–	1.35%	11
2022 Q2	$1.87M	Hold	131,673	–	–	1.33%	12
2022 Q1	$2.02M	Hold	131,673	–	–	1.15%	11
2021 Q4	$1.89M	Hold	131,673	–	–	1.24%	11
2021 Q3	$1.82M	Hold	131,673	–	–	1.13%	12
2021 Q2	$1.85M	Hold	131,673	–	–	0.85%	12
2021 Q1	$1.77M	Hold	131,673	–	–	0.95%	12
2020 Q4	$1.99M	Buy	+131,673	New	+$1.96M	0.95%	11

Other funds holding PHYS

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

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

FDCDDQ

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 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

PAMP

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Equinox Partners Investment Management's PHYS Position: Q1 2025 in Review

Equinox Partners Investment Management sold out of Sprott Physical Gold (PHYS) in Q1 2025, closing a stake of 131,673 shares — an estimated $2.65M sold.

Equinox Partners Investment Management first reported a position in PHYS in Q4 2020 and held it in 17 quarters. The position peaked at $2.68M in Q3 2024. 540 funds tracked by Wall St. Rank hold PHYS as of Q1 2025.

Equinox Partners Investment Management reported no remaining Sprott Physical Gold position as of Q1 2025 after selling out during the quarter.
Equinox Partners Investment Management sold 131,673 Sprott Physical Gold shares in Q1 2025, an estimated $2.65M.
Equinox Partners Investment Management first reported a position in Sprott Physical Gold in Q4 2020 and held it in 17 quarters.
Equinox Partners Investment Management's Sprott Physical Gold position peaked at $2.68M in Q3 2024.
540 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2025.

Based on Equinox Partners Investment Management's 13F filing for Q1 2025, filed 15 May 2025.