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

Benson 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 		$99.3K Buy
+2,468
New +$115K 0.1% 78
2026
Q1 		– Sell
-2,468
Closed -$113K – 357
2025
Q4 		$113K Buy
+2,468
New +$99.9K 0.13% 64

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BFG
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Morgan Stanley
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
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
EP
Evelyn Partners London $46.9B AUM
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Benson Wealth Management opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q2 2026: 2,468 shares worth $99.3K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Benson Wealth Management previously reported a position in CEF as recently as Q4 2025.

Benson Wealth Management first reported a position in CEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $113K in Q4 2025. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Benson Wealth Management held 2,468 shares of Sprott Physical Gold and Silver Trust worth $99.3K as of Q2 2026.
  • Sprott Physical Gold and Silver Trust was a new Benson Wealth Management position in Q2 2026.
  • Sprott Physical Gold and Silver Trust made up 0.1% of Benson Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Benson Wealth Management first reported a position in Sprott Physical Gold and Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • Benson Wealth Management's Sprott Physical Gold and Silver Trust position peaked at $113K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.