Beaumont Financial Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Beaumont Financial 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 Q1	$27M	Sell	564,984 -21,819	-4%	-$1.12M	1.85%	14
2025 Q4	$26.9M	Buy	586,803 +2,036	+0.3%	+$82.4K	1.77%	17
2025 Q3	$21.5M	Sell	584,767 -41	-0%	-$1.32K	1.43%	23
2025 Q2	$17.6M	Buy	584,808 +49,015	+9%	+$1.43M	1.27%	25
2025 Q1	$15.2M	Buy	535,793 +9,166	+2%	+$242K	1.19%	29
2024 Q4	$12.5M	Buy	526,627 +11,454	+2%	+$284K	0.94%	29
2024 Q3	$12.6M	Sell	515,173 -46,550	-8%	-$1.08M	0.99%	30
2024 Q2	$12.4M	Sell	561,723 -2,520	-0.4%	-$55.5K	0.99%	31
2024 Q1	$11.5M	Sell	564,243 -2,665	-0.5%	-$50.6K	0.95%	31
2023 Q4	$10.9M	Buy	566,908 +4,334	+0.8%	+$79.9K	0.99%	33
2023 Q3	$9.74M	Sell	562,574 -679,850	-55%	-$12.4M	0.97%	30
2023 Q2	$22.4M	Buy	1,242,424 +673,213	+118%	+$12.7M	2.07%	12
2023 Q1	$10.8M	Buy	569,211 +8,737	+2%	+$157K	1.09%	25
2022 Q4	$10M	Sell	560,474 -32,620	-5%	-$546K	1.01%	26
2022 Q3	$9.23M	Buy	593,094 +7,785	+1%	+$125K	0.89%	28
2022 Q2	$9.85M	Sell	585,309 -4,315	-0.7%	-$78.3K	0.88%	32
2022 Q1	$11.4M	Sell	589,624 -3,980	-0.7%	-$73.3K	0.87%	33
2021 Q4	$10.5M	Sell	593,604 -71,283	-11%	-$1.27M	0.76%	39
2021 Q3	$11.4M	Sell	664,887 -54,924	-8%	-$990K	0.88%	34
2021 Q2	$13.4M	Sell	719,811 -71,038	-9%	-$1.35M	1.03%	30
2021 Q1	$13.7M	Sell	790,849 -254,796	-24%	-$4.72M	1.16%	25
2020 Q4	$20.2M	Buy	1,045,645 +7,696	+0.7%	+$143K	1.8%	13
2020 Q3	$19M	Buy	1,037,949 +54,846	+6%	+$1.05M	1.82%	14
2020 Q2	$16.6M	Buy	983,103 +125,028	+15%	+$1.99M	1.73%	14
2020 Q1	$12.5M	Buy	858,075 +225,578	+36%	+$3.36M	1.58%	19
2019 Q4	$9.27M	Buy	632,497 +49,169	+8%	+$704K	0.91%	39
2019 Q3	$8.27M	Buy	583,328 +472,860	+428%	+$6.71M	0.82%	39
2019 Q2	$1.46M	Buy	110,468 +28,061	+34%	+$350K	0.15%	101
2019 Q1	$1.02M	Sell	82,407 -3,361	-4%	-$42.9K	0.11%	116
2018 Q4	$1.08M	Sell	85,768 -10,779	-11%	-$128K	0.18%	80
2018 Q3	$1.13M	Sell	96,547 -517,440	-84%	-$6.2M	0.11%	98
2018 Q2	$7.69M	Sell	613,987 -20,919	-3%	-$276K	0.81%	35
2018 Q1	$8.39M	Sell	634,906 -30,067	-5%	-$402K	0.94%	32
2017 Q4	$8.91M	Sell	664,973 -45,490	-6%	-$599K	1.04%	37
2017 Q3	$9M	Sell	710,463 -6,273	-0.9%	-$79.2K	1.12%	33
2017 Q2	$8.84M	Buy	716,736 +140,934	+24%	+$1.78M	1.15%	33
2017 Q1	$7.41M	Sell	575,802 -22,130	-4%	-$274K	1.01%	35
2016 Q4	$6.75M	Sell	597,932 -15,395	-3%	-$193K	1.02%	39
2016 Q3	$8.48M	Sell	613,327 -6,128	-1%	-$86.6K	1.34%	29
2016 Q2	$8.61M	Buy	619,455 +34,283	+6%	+$441K	1.41%	23
2016 Q1	$6.98M	Buy	585,172 +52,207	+10%	+$596K	1.14%	36
2015 Q4	$5.32M	Sell	532,965 -63,247	-11%	-$670K	0.88%	44
2015 Q3	$6.95M	Hold	596,212	–	–	1.01%	44
2015 Q2	$6.95M	Sell	596,212 -26,765	-4%	-$320K	1.01%	44
2015 Q1	$7.43M	Buy	622,977 +405	+0.1%	+$4.99K	0.26%	64
2014 Q4	$7.21M	Sell	622,572 -387,803	-38%	-$4.6M	0.35%	67
2014 Q3	$12.4M	Sell	1,010,375 -53,827	-5%	-$740K	0.81%	50
2014 Q2	$15.5M	Sell	1,064,202 -48,291	-4%	-$668K	1.1%	38
2014 Q1	$15.3M	Sell	1,112,493 -113,066	-9%	-$1.61M	1.26%	30
2013 Q4	$16.2M	Sell	1,225,559 -392,271	-24%	-$5.51M	1.34%	28
2013 Q3	$23.8M	Buy	1,617,830 +162,589	+11%	+$2.42M	2.11%	14
2013 Q2	$19.8M	Buy	+1,455,241	New	+$23.7M	1.83%	20