Atticus Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Atticus Wealth Management’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	$725K	Buy	18,010 +622	+4%	+$29.1K	0.17%	83
2026 Q1	$830K	Buy	17,388 +5,198	+43%	+$266K	0.22%	69
2025 Q4	$558K	Buy	12,190 +4,251	+54%	+$172K	0.14%	102
2025 Q3	$291K	Buy	7,939 +3,734	+89%	+$120K	0.07%	165
2025 Q2	$127K	Buy	+4,205	New	+$123K	0.03%	220

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

MAP

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atticus Wealth Management's CEF Position: Q2 2026 in Review

Atticus Wealth Management increased its Sprott Physical Gold and Silver Trust (CEF) stake by 3.6% in Q2 2026, buying an estimated $29.1K and bringing the position to 18,010 shares worth $725K. The position accounts for 0.17% of the portfolio, ranked #83.

Atticus Wealth Management first reported a position in CEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $830K in Q1 2026. 446 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Atticus Wealth Management held 18,010 shares of Sprott Physical Gold and Silver Trust worth $725K as of Q2 2026.
Atticus Wealth Management bought 622 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $29.1K.
Sprott Physical Gold and Silver Trust made up 0.17% of Atticus Wealth Management's portfolio in Q2 2026, its #83 holding.
Atticus Wealth Management first reported a position in Sprott Physical Gold and Silver Trust in Q2 2025 and has held it in 5 quarters since.
Atticus Wealth Management's Sprott Physical Gold and Silver Trust position peaked at $830K in Q1 2026.
446 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.