Nalls Sherbakoff Group’s Sprott Physical Gold PHYS Stock Holding History

Nalls Sherbakoff Group’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	$173K	Hold	5,226	–	–	0.12%	112
2025 Q3	$155K	Hold	5,226	–	–	0.1%	115
2025 Q2	$132K	Hold	5,226	–	–	0.1%	117
2025 Q1	$126K	Buy	+5,226	New	+$116K	0.1%	111
2023 Q4	$83.3K	Hold	5,226	–	–	0.07%	127
2023 Q3	$74.8K	Hold	5,226	–	–	0.07%	130
2023 Q2	$80.6K	Hold	5,226	–	–	0.08%	125
2023 Q1	$81.3K	Buy	+5,226	New	+$76.6K	0.08%	126

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 $5.53B AUM 28.91% 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 $18.8B AUM 29.2% 1-Year Est. Return

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

Nalls Sherbakoff Group's PHYS Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Sprott Physical Gold (PHYS) position steady in Q4 2025 at 5,226 shares worth $173K. The position accounts for 0.12% of the portfolio, ranked #112.

Nalls Sherbakoff Group first reported a position in PHYS in Q1 2023 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

Nalls Sherbakoff Group held 5,226 shares of Sprott Physical Gold worth $173K as of Q4 2025.
Nalls Sherbakoff Group left its Sprott Physical Gold share count unchanged in Q4 2025.
Sprott Physical Gold made up 0.12% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #112 holding.
Nalls Sherbakoff Group first reported a position in Sprott Physical Gold in Q1 2023 and has held it in 8 quarters since.
637 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.