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 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 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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

William E. Oberndorf's PHYS Position: Q1 2026 in Review

William E. Oberndorf reduced its Sprott Physical Gold (PHYS) stake by 45% in Q1 2026, selling an estimated $6.91M and leaving 224,439 shares worth $7.95M. The position accounts for 14.91% of the portfolio, ranked #3.

William E. Oberndorf first reported a position in PHYS in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

William E. Oberndorf held 224,439 shares of Sprott Physical Gold worth $7.95M as of Q1 2026.
William E. Oberndorf sold 186,932 Sprott Physical Gold shares in Q1 2026, an estimated $6.91M.
Sprott Physical Gold made up 14.91% of William E. Oberndorf's portfolio in Q1 2026, its #3 holding.
William E. Oberndorf first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 4 quarters since.
William E. Oberndorf's Sprott Physical Gold position peaked at $13.6M in Q4 2025.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on William E. Oberndorf's 13F filing for Q1 2026, filed 14 May 2026.