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Global Retirement Partners’s Sprott Physical Gold PHYS Stock Holding History

Global Retirement Partners’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 		$36.4K Hold
1,103
– – ﹤0.01% 2542
2025
Q3 		$32.7K Hold
1,103
– – ﹤0.01% 2138
2025
Q2 		$28K Buy
+1,103
New +$27.7K ﹤0.01% 2098
2024
Q4 		$22.2K Buy
1,103
+720
+188% +$14.8K ﹤0.01% 2031
2024
Q3 		$7.81K Hold
383
– – ﹤0.01% 2389
2024
Q2 		$6.92K Buy
383
+280
+272% +$5.08K ﹤0.01% 2461
2024
Q1 		$1.78K Buy
+103
New +$1.65K ﹤0.01% 2789

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Global Retirement Partners's PHYS Position: Q4 2025 in Review

Global Retirement Partners held its Sprott Physical Gold (PHYS) position steady in Q4 2025 at 1,103 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Global Retirement Partners first reported a position in PHYS in Q1 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

  • Global Retirement Partners held 1,103 shares of Sprott Physical Gold worth $36.4K as of Q4 2025.
  • Global Retirement Partners left its Sprott Physical Gold share count unchanged in Q4 2025.
  • Sprott Physical Gold made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2542 holding.
  • Global Retirement Partners first reported a position in Sprott Physical Gold in Q1 2024 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.