PHYS β€” Sprott Physical Gold Tr

Ownership history in OBERNDORF WILLIAM E  Β·  5 quarters on record

AI Ownership Summary

OBERNDORF WILLIAM E reported Sprott Physical Gold Tr (PHYS) in 5 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 17.2% in 2025 Q4. The latest visible filing shows PHYS at 17.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHYS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OBERNDORF WILLIAM E's position in Sprott Physical Gold Tr, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PHYS was reported at 17.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OBERNDORF WILLIAM E held PHYS β€” position size vs. price
% of Fund (quarterly)    PHYS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 411,371 +189,207 +85.2% 17.20% $13.6M 2026-02-14 (Est.) $37.82
2025 Q3 ADDED 222,164 +61,090 +37.9% 8.87% $6.6M 2025-11-13 $31.71
2025 Q2 REDUCED 161,074 -250,297 -60.8% 4.51% $4.1M 2025-08-11 $25.72
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OBERNDORF WILLIAM E and PHYS

These are the practical questions this page is built to answer before you even open the full history table.

How long has OBERNDORF WILLIAM E reported owning PHYS?

OBERNDORF WILLIAM E reported PHYS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported PHYS position in OBERNDORF WILLIAM E's portfolio?

The largest reported portfolio weight for PHYS was 17.20% in 2025 Q4.

What is the latest reported PHYS position on this page?

The most recent filing on this page is 2025 Q4, when OBERNDORF WILLIAM E reported 411,371 shares, equal to 17.20% of portfolio, with an estimated market value of $13.6M.

What does the chart on this PHYS ownership page compare?

The chart compares OBERNDORF WILLIAM E's quarterly PHYS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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