Kovitz Investment Group Partners’s Sprott Physical Gold PHYS Stock Holding History

Kovitz Investment Group 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	–	Sell	-34,034	Closed	-$1.01M	–	1080
2025 Q3	$1.01M	Buy	34,034 +10,187	+43%	+$270K	﹤0.01%	844
2025 Q2	$605K	Sell	23,847 -4,810	-17%	-$121K	﹤0.01%	923
2025 Q1	$689K	Sell	28,657 -34,839	-55%	-$772K	﹤0.01%	827
2024 Q4	$1.28M	Sell	63,496 -13,327	-17%	-$274K	0.01%	666
2024 Q3	$1.57M	Sell	76,823 -32,817	-30%	-$631K	0.01%	538
2024 Q2	$1.98M	Sell	109,640 -27,519	-20%	-$499K	0.02%	434
2024 Q1	$2.37M	Buy	+137,159	New	+$2.2M	0.03%	282

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

Kovitz Investment Group Partners's PHYS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Sprott Physical Gold (PHYS) in Q4 2025, closing a stake of 34,034 shares — an estimated $1.01M sold.

Kovitz Investment Group Partners first reported a position in PHYS in Q1 2024 and held it in 7 quarters. The position peaked at $2.37M in Q1 2024. 638 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Sprott Physical Gold position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 34,034 Sprott Physical Gold shares in Q4 2025, an estimated $1.01M.
Kovitz Investment Group Partners first reported a position in Sprott Physical Gold in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Sprott Physical Gold position peaked at $2.37M in Q1 2024.
638 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.