Northwestern Mutual Wealth Management
PHYS icon

Northwestern Mutual Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$28.3M Sell
799,576
-179,845
-18% -$6.65M 0.02% 374
2025
Q4 		$32.3M Sell
979,421
-7,520
-0.8% -$238K 0.02% 342
2025
Q3 		$29.2M Buy
986,941
+17,283
+2% +$459K 0.02% 337
2025
Q2 		$24.6M Buy
969,658
+26,246
+3% +$659K 0.02% 344
2025
Q1 		$22.7M Sell
943,412
-31,213
-3% -$692K 0.02% 331
2024
Q4 		$19.6M Buy
974,625
+45,793
+5% +$941K 0.02% 336
2024
Q3 		$18.9M Buy
928,832
+494,901
+114% +$9.52M 0.02% 327
2024
Q2 		$7.84M Buy
433,931
+33,820
+8% +$613K 0.01% 478
2024
Q1 		$6.92M Sell
400,111
-42,268
-10% -$678K 0.01% 496
2023
Q4 		$7.05M Buy
442,379
+362,876
+456% +$5.58M 0.01% 464
2023
Q3 		$1.14M Sell
79,503
-22,187
-22% -$333K ﹤0.01% 899
2023
Q2 		$1.52M Buy
101,690
+63,411
+166% +$980K ﹤0.01% 799
2023
Q1 		$592K Sell
38,279
-9,839
-20% -$144K ﹤0.01% 1072
2022
Q4 		$678K Sell
48,118
-18,127
-27% -$242K ﹤0.01% 992
2022
Q3 		$849K Buy
66,245
+16,359
+33% +$220K ﹤0.01% 879
2022
Q2 		$708K Sell
49,886
-4,080
-8% -$60.1K ﹤0.01% 930
2022
Q1 		$829K Buy
53,966
+5,423
+11% +$80.4K ﹤0.01% 911
2021
Q4 		$697K Sell
48,543
-19,314
-28% -$273K ﹤0.01% 953
2021
Q3 		$936K Buy
67,857
+4,555
+7% +$64.4K ﹤0.01% 782
2021
Q2 		$888K Buy
63,302
+10,551
+20% +$152K ﹤0.01% 794
2021
Q1 		$708K Buy
52,751
+20,173
+62% +$286K ﹤0.01% 806
2020
Q4 		$492K Buy
32,578
+22,927
+238% +$341K ﹤0.01% 837
2020
Q3 		$145K Buy
9,651
+1,854
+24% +$28.3K ﹤0.01% 1135
2020
Q2 		$112K Buy
7,797
+3,766
+93% +$51.9K ﹤0.01% 1174
2020
Q1 		$53K Buy
4,031
+1,906
+90% +$24.3K ﹤0.01% 1363
2019
Q4 		$26K Hold
2,125
– – ﹤0.01% 1664
2019
Q3 		$25K Hold
2,125
– – ﹤0.01% 1660
2019
Q2 		$24K Sell
2,125
-3,070
-59% -$32.2K ﹤0.01% 1657
2019
Q1 		$55K Buy
5,195
+70
+1% +$738 ﹤0.01% 1309
2018
Q4 		$53K Sell
5,125
-1,591
-24% -$15.7K ﹤0.01% 1228
2018
Q3 		$64K Buy
6,716
+1,591
+31% +$15.5K ﹤0.01% 1206
2018
Q2 		$52K Buy
5,125
+3,000
+141% +$31.9K ﹤0.01% 1229
2018
Q1 		$23K Sell
2,125
-981
-32% -$10.6K ﹤0.01% 1484
2017
Q4 		$33K Sell
3,106
-4,019
-56% -$41.8K ﹤0.01% 1317
2017
Q3 		$74K Buy
7,125
+5,000
+235% +$52.1K ﹤0.01% 981
2017
Q2 		$22K Hold
2,125
– – ﹤0.01% 1355
2017
Q1 		$22K Buy
+2,125
New +$21.3K ﹤0.01% 1296
2016
Q2 		– Sell
-2,100
Closed -$21K – 2208
2016
Q1 		$21K Buy
2,100
+1,266
+152% +$12.3K ﹤0.01% 1176
2015
Q4 		$7K Buy
+834
New +$7.57K ﹤0.01% 1247
2015
Q1 		– Sell
-2,610
Closed -$25K – 1746
2014
Q4 		$25K Hold
2,610
– – ﹤0.01% 828
2014
Q3 		$26K Hold
2,610
– – ﹤0.01% 753
2014
Q2 		$29K Buy
2,610
+1,250
+92% +$13.4K ﹤0.01% 694
2014
Q1 		$15K Sell
1,360
-11,104
-89% -$119K ﹤0.01% 806
2013
Q4 		$124K Buy
+12,464
New +$131K 0.01% 447

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
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 $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Northwestern Mutual Wealth Management's PHYS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Sprott Physical Gold (PHYS) stake by 18% in Q1 2026, selling an estimated $6.65M and leaving 799,576 shares worth $28.3M. The position accounts for 0.02% of the portfolio, ranked #374.

Northwestern Mutual Wealth Management first reported a position in PHYS in Q4 2013 and has held it in 44 quarters since. The position peaked at $32.3M in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 799,576 shares of Sprott Physical Gold worth $28.3M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 179,845 Sprott Physical Gold shares in Q1 2026, an estimated $6.65M.
  • Sprott Physical Gold made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #374 holding.
  • Northwestern Mutual Wealth Management first reported a position in Sprott Physical Gold in Q4 2013 and has held it in 44 quarters since.
  • Northwestern Mutual Wealth Management's Sprott Physical Gold position peaked at $32.3M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.