1620 Investment Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

1620 Investment Advisors’s Portfolio CEF Stock Details CEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3K	Hold	255	–	–	0.01%	487
2026 Q1	$12.2K	Hold	255	–	–	0.01%	449
2025 Q4	$11.7K	Hold	255	–	–	0.01%	445
2025 Q3	$9.36K	Hold	255	–	–	0.01%	462
2025 Q2	$7.68K	Hold	255	–	–	0.01%	491
2025 Q1	$7.25K	Sell	255 -120	-32%	-$3.16K	0.01%	482
2024 Q4	$8.91K	Hold	375	–	–	0.01%	468
2024 Q3	$9.18K	Hold	375	–	–	0.01%	476
2024 Q2	$8.27K	Buy	+375	New	+$8.27K	0.01%	465

Other funds holding CEF

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return