Position in PHYS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$985,774
-$627,242 QoQ
Shares Held
32,674
-28.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#305
of 646 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Insight Advisors, LLC/ PA holds $5,932,010 across 11 Asset Management names. PHYS ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
16,181 | $1,839,617 | |
| 2 | BX |
Blackstone Inc.
|
11,161 | $1,313,314 | |
| 3 | PHYS |
Sprott Physical Gold Trust
This page
|
32,674 | $985,774 | |
| 4 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,135 | $659,449 | |
| 5 | BLK |
BlackRock, Inc.
|
318 | $305,776 | |
| 6 | AMP |
Ameriprise Financial Inc
|
561 | $257,364 | |
| 7 | FSK |
FS KKR Capital Corp
|
16,423 | $172,441 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
21,842 | $123,625 |
All Filings in PHYS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,774 | 32,674 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,613,016 | 45,514 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,614,149 | 48,884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,508,368 | 50,924 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,367,480 | 53,944 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,299,167 | 53,997 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,090,017 | 54,122 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,128,481 | 55,372 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,011,757 | 56,022 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $836,109 | 48,330 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $800,163 | 50,230 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $849,605 | 59,330 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,001,579 | 67,130 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,030,872 | 66,680 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $459,378 | 32,580 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||