Sonora Investment Management Group’s Sprott Physical Gold PHYS Stock Holding History

Sonora Investment Management 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 Q3	$265K	Hold	8,935	–	–	0.02%	240
2025 Q2	$227K	Hold	8,935	–	–	0.02%	249
2025 Q1	$215K	Buy	+8,935	New	+$198K	0.02%	259
2022 Q4	–	Sell	-11,135	Closed	-$158K	–	275
2022 Q3	$158K	Hold	11,135	–	–	0.02%	193
2022 Q2	$158K	Hold	11,135	–	–	0.02%	226
2022 Q1	$172K	Hold	11,135	–	–	0.02%	212
2021 Q4	$160K	Buy	+11,135	New	+$157K	0.02%	205

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sonora Investment Management Group's PHYS Position: Q3 2025 in Review

Sonora Investment Management Group held its Sprott Physical Gold (PHYS) position steady in Q3 2025 at 8,935 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #240.

Sonora Investment Management Group first reported a position in PHYS in Q4 2021 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold PHYS as of Q3 2025.

Sonora Investment Management Group held 8,935 shares of Sprott Physical Gold worth $265K as of Q3 2025.
Sonora Investment Management Group left its Sprott Physical Gold share count unchanged in Q3 2025.
Sprott Physical Gold made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #240 holding.
Sonora Investment Management Group first reported a position in Sprott Physical Gold in Q4 2021 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.