Sound View Wealth Advisors Group, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1784777
SAVANNAH, GA
Position in PHYS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$920,554
+$62,860 QoQ
Shares Held
25,975
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 75.59961501443696.ToString("F0")%
Shared 0.ToString("F0")%
None 24.400384985563043.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sound View Wealth Advisors Group, LLC holds $7,978,603 across 14 Asset Management names. PHYS ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
216,565 | $2,230,619 | |
| 2 | BLK |
BlackRock, Inc.
|
1,336 | $1,284,844 | |
| 3 | BX |
Blackstone Inc.
|
8,037 | $924,174 | |
| 4 | PHYS |
Sprott Physical Gold Trust
This page
|
25,975 | $920,554 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,749 | $540,060 | |
| 6 | TPG |
TPG Inc.
|
11,830 | $479,233 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,235 | $291,505 | |
| 8 | FHI |
Federated Hermes, Inc.
|
4,763 | $270,109 |
All Filings in PHYS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $920,554 | 25,975 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $857,694 | 25,975 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $589,438 | 19,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $475,084 | 18,741 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $424,586 | 17,647 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $336,338 | 16,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $325,244 | 15,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $288,219 | 15,959 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $276,090 | 15,959 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $254,226 | 15,959 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $228,532 | 15,959 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,108 | 15,959 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $246,726 | 15,959 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,021 | 15,959 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $204,275 | 15,959 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $226,298 | 15,959 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $214,027 | 13,925 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $199,963 | 13,925 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||