Position in PHYS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$524,476
New position
Shares Held
14,799
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Crusonia Wealth Advisors LLC holds $1,748,771 across 2 Asset Management names. PHYS ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
85,735 | $1,224,295 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
14,799 | $524,476 |
All Filings in PHYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,476 | 14,799 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||