Position in PHYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,382
+$4,192 QoQ
Shares Held
1,732
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Strategic Advocates LLC holds $474,909 across 13 Asset Management names. PHYS ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
22,621 | $235,258 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
10,400 | $121,160 | |
| 3 | PHYS |
Sprott Physical Gold Trust
This page
|
1,732 | $61,382 | |
| 4 | FSK |
FS KKR Capital Corp
|
2,526 | $25,714 | |
| 5 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
367 | $7,384 | |
| 6 | LGI |
Lazard Global Total Return & Income Fund Inc
|
451 | $7,256 | |
| 7 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
323 | $6,915 | |
| 8 | TYG |
Tortoise Energy Infrastructure Corp
|
39 | $1,944 |
All Filings in PHYS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,382 | 1,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,190 | 1,732 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $51,301 | 1,732 | Shares | Sole | 2025-11-26 | |
| No filing history on record for this holder in this stock. | ||||||