Walser Wealth Management Company, A Ltd Liability Co
Position in PHYS — Sprott Physical Gold Trust
CIK 2112280
TAMPA, FL
Position in PHYS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$784,358
-$96,021 QoQ
Shares Held
22,132
-17.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Walser Wealth Management Company, A Ltd Liability Co holds $3,164,994 across 5 Asset Management names. PHYS ranks #2 (24.8% of the industry book) .
All Filings in PHYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,358 | 22,132 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $880,379 | 26,662 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||