Gladstone Institutional Advisory LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1766530
Bedminster, NJ
Position in PHYS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,064,563
New position
Shares Held
171,122
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Gladstone Institutional Advisory LLC holds $20,318,745 across 24 Asset Management names. PHYS ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
171,122 | $6,064,563 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
335,294 | $3,453,528 | |
| 3 | BLK |
BlackRock, Inc.
|
2,747 | $2,641,817 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,581 | $1,387,232 | |
| 5 | BX |
Blackstone Inc.
|
7,081 | $814,244 | |
| 6 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
56,772 | $782,885 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
44,123 | $603,161 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
72,455 | $544,861 |
All Filings in PHYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,064,563 | 171,122 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||