Koesten Hirschmann & Crabtree’s Sprott Physical Gold PHYS Stock Holding History

Koesten Hirschmann & Crabtree’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	-47	Closed	-$1.38K	–	177
2025 Q3	$1.38K	Hold	47	–	–	﹤0.01%	205
2025 Q2	$1.18K	Buy	+47	New	+$1.18K	﹤0.01%	253

Other funds holding PHYS

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Koesten Hirschmann & Crabtree's PHYS Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Sprott Physical Gold (PHYS) in Q4 2025, closing a stake of 47 shares — an estimated $1.38K sold.

Koesten Hirschmann & Crabtree first reported a position in PHYS in Q2 2025 and held it in 2 quarters. The position peaked at $1.38K in Q3 2025. 637 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Sprott Physical Gold position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 47 Sprott Physical Gold shares in Q4 2025, an estimated $1.38K.
Koesten Hirschmann & Crabtree first reported a position in Sprott Physical Gold in Q2 2025 and held it in 2 quarters.
Koesten Hirschmann & Crabtree's Sprott Physical Gold position peaked at $1.38K in Q3 2025.
637 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.