Position in PHYS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$330,331
-$194,145 QoQ
Shares Held
10,949
-26.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#453
of 649 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Crusonia Wealth Advisors LLC holds $1,974,690 across 2 Asset Management names. PHYS ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
118,898 | $1,644,359 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
10,949 | $330,331 |
All Filings in PHYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,331 | 10,949 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $524,476 | 14,799 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||