Kera Capital Partners’s Sprott Physical Gold PHYS Stock Holding History

Kera Capital 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
2026 Q2	$10.4M	Sell	345,748 -15,632	-4%	-$533K	1%	22
2026 Q1	$12.8M	Buy	361,380 +5,187	+1%	+$192K	1.57%	10
2025 Q4	$13M	Buy	356,193 +127,170	+56%	+$4.03M	1.6%	11
2025 Q3	$6.78M	Buy	229,023 +1,857	+0.8%	+$49.3K	1.02%	26
2025 Q2	$5.76M	Buy	227,166 +3,499	+2%	+$87.9K	1.13%	23
2025 Q1	$5.38M	Sell	223,667 -364	-0.2%	-$8.07K	1.6%	18
2024 Q4	$4.51M	Buy	+224,031	New	+$4.61M	1.3%	24

Other funds holding PHYS

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

PHS

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

Evanson Financial Mclean, Virginia $2.04B AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Kera Capital Partners's PHYS Position: Q2 2026 in Review

Kera Capital Partners reduced its Sprott Physical Gold (PHYS) stake by 4.3% in Q2 2026, selling an estimated $533K and leaving 345,748 shares worth $10.4M. The position accounts for 1% of the portfolio, ranked #22.

Kera Capital Partners first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $13M in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Kera Capital Partners held 345,748 shares of Sprott Physical Gold worth $10.4M as of Q2 2026.
Kera Capital Partners sold 15,632 Sprott Physical Gold shares in Q2 2026, an estimated $533K.
Sprott Physical Gold made up 1% of Kera Capital Partners's portfolio in Q2 2026, its #22 holding.
Kera Capital Partners first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
Kera Capital Partners's Sprott Physical Gold position peaked at $13M in Q4 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.