PHYS — Sprott Physical Gold Tr

Ownership history in OBERNDORF WILLIAM E  ·  5 quarters on record

This page tracks every 13F SEC filing in which OBERNDORF WILLIAM E reported a position in Sprott Physical Gold Tr (PHYS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.2% (2014 Q2)
Avg. % of fund
13.0%
First filed
2014 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 411,371 +189,207 +85.2% 17.20% $13.6M $33.02
2025 Q3 ADDED 222,164 +61,090 +37.9% 8.87% $6.6M $29.62
2025 Q2 REDUCED 161,074 -250,297 -60.8% 4.51% $4.1M $25.35
2014 Q3 UNCHANGED 411,371 — 0% 17.20% $13.6M $9.97
2014 Q2 INITIATED 411,371 — — 17.20% $13.6M $11.01
% of Fund (quarterly)    PHYS price (monthly, adj. close)

Other funds also holding PHYS

As of 2025 Q4 — sorted by position size

Forest Hill Capital, LLC 3Y 7Y 24.45% Compound Global Advisors, LLC 3Y 19.27% Capital Wealth Alliance, LLC 3Y 15.7% Pekin Hardy Strauss, Inc. 3Y 7Y 13.18% COURAGE CAPITAL MANAGEMENT LLC 3Y 7Y 12.07% Meixler Investment Management, Ltd. 3Y 11.88% Mountain Lake Investment Management LLC 3Y 7Y 11.32% MATAURO, LLC 10.24% Harbour Wealth Management Group, Inc. 10.19% Guild Investment Management, Inc. 3Y 7Y 8.91%
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