Better Money Decisions’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-1,472	Closed	-$25K	–	112
2022 Q2	$25K	Buy	+1,472	New	+$26.7K	0.02%	195
2021 Q4	–	Sell	-1,472	Closed	-$25K	–	150
2021 Q3	$25K	Hold	1,472	–	–	0.02%	241
2021 Q2	$27K	Hold	1,472	–	–	0.02%	221
2021 Q1	$26K	Buy	+1,472	New	+$27.3K	0.03%	192

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Better Money Decisions's CEF Position: Q3 2022 in Review

Better Money Decisions sold out of Sprott Physical Gold and Silver Trust (CEF) in Q3 2022, closing a stake of 1,472 shares — an estimated $25K sold.

Better Money Decisions first reported a position in CEF in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 273 funds tracked by Wall St. Rank hold CEF as of Q3 2022.

Better Money Decisions reported no remaining Sprott Physical Gold and Silver Trust position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,472 Sprott Physical Gold and Silver Trust shares in Q3 2022, an estimated $25K.
Better Money Decisions first reported a position in Sprott Physical Gold and Silver Trust in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Sprott Physical Gold and Silver Trust position peaked at $27K in Q2 2021.
273 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.