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William E. Oberndorf’s Sprott Physical Gold PHYS Stock Holding History

William E. Oberndorf’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
Q2 		$6.77M Hold
224,439
– – 12.31% 5
2026
Q1 		$7.95M Sell
224,439
-186,932
-45% -$6.91M 14.91% 3
2025
Q4 		$13.6M Buy
411,371
+189,207
+85% +$5.99M 17.2% 1
2025
Q3 		$6.58M Buy
222,164
+61,090
+38% +$1.62M 8.87% 6
2025
Q2 		$4.08M Buy
+161,074
New +$4.05M 4.51% 8

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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
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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

William E. Oberndorf's PHYS Position: Q2 2026 in Review

William E. Oberndorf held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 224,439 shares worth $6.77M. The position accounts for 12.31% of the portfolio, ranked #5.

William E. Oberndorf first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q4 2025. 653 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • William E. Oberndorf held 224,439 shares of Sprott Physical Gold worth $6.77M as of Q2 2026.
  • William E. Oberndorf left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 12.31% of William E. Oberndorf's portfolio in Q2 2026, its #5 holding.
  • William E. Oberndorf first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • William E. Oberndorf's Sprott Physical Gold position peaked at $13.6M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on William E. Oberndorf's 13F filing for Q2 2026, filed 13 Aug 2026.