Wealth Alliance Advisory Group, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1735734
Wichita, KS
Position in PHYS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$470,962
+$32,160 QoQ
Shares Held
13,289
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealth Alliance Advisory Group, LLC holds $11,135,338 across 18 Asset Management names. PHYS ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
37,504 | $2,942,938 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
111,485 | $1,357,887 | |
| 3 | VKQ |
Invesco Municipal Trust
|
120,074 | $1,143,104 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
108,644 | $1,033,204 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
60,611 | $697,026 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
46,649 | $637,691 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
52,682 | $591,618 | |
| 8 | PHYS |
Sprott Physical Gold Trust
This page
|
13,289 | $470,962 |
All Filings in PHYS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,962 | 13,289 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $438,802 | 13,289 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $393,620 | 13,289 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $336,876 | 13,289 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $297,477 | 12,364 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $243,472 | 12,089 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $236,183 | 11,589 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $209,297 | 11,589 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $200,489 | 11,589 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $184,612 | 11,589 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $165,954 | 11,589 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $172,907 | 11,589 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $171,435 | 11,089 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $142,254 | 10,089 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $129,139 | 10,089 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $143,062 | 10,089 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $155,067 | 10,089 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $144,878 | 10,089 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||