Visionary Horizons’s Sprott Physical Gold PHYS Stock Holding History

Visionary Horizons’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 Q2	–	Sell	-10,300	Closed	-$248K	–	100
2025 Q1	$248K	Hold	10,300	–	–	0.17%	81
2024 Q4	$207K	Hold	10,300	–	–	0.14%	85
2024 Q3	$210K	Hold	10,300	–	–	0.14%	83
2024 Q2	$186K	Hold	10,300	–	–	0.14%	80
2024 Q1	$186K	Hold	10,300	–	–	0.14%	73
2023 Q4	$164K	Buy	+10,300	New	+$158K	0.13%	75

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 $957M AUM 44.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Visionary Horizons's PHYS Position: Q2 2025 in Review

Visionary Horizons sold out of Sprott Physical Gold (PHYS) in Q2 2025, closing a stake of 10,300 shares — an estimated $248K sold.

Visionary Horizons first reported a position in PHYS in Q4 2023 and held it in 6 quarters. The position peaked at $248K in Q1 2025. 556 funds tracked by Wall St. Rank hold PHYS as of Q2 2025.

Visionary Horizons reported no remaining Sprott Physical Gold position as of Q2 2025 after selling out during the quarter.
Visionary Horizons sold 10,300 Sprott Physical Gold shares in Q2 2025, an estimated $248K.
Visionary Horizons first reported a position in Sprott Physical Gold in Q4 2023 and held it in 6 quarters.
Visionary Horizons's Sprott Physical Gold position peaked at $248K in Q1 2025.
556 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2025.

Based on Visionary Horizons's 13F filing for Q2 2025, filed 22 Jul 2025.