Position in PHYS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,316
+$363 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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 Mar 31, 2026DecisionPoint Financial, LLC holds $13,813 across 12 Asset Management names. PHYS ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
150 | $5,316 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
68 | $3,244 | |
| 3 | TROW |
Price T Rowe Group Inc
|
10 | $901 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2 | $888 | |
| 5 | BX |
Blackstone Inc.
|
7 | $804 | |
| 6 | KKR |
KKR & Co. Inc.
|
8 | $740 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
13 | $482 | |
| 8 | RJF |
Raymond James Financial Inc
|
3 | $434 |
All Filings in PHYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,316 | 150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,953 | 150 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,443 | 150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,802 | 150 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $1,003 | 58 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||