Clearview Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-685	Closed	-$12.3K	–	196
2023 Q2	$12.3K	Hold	685	–	–	0.01%	337
2023 Q1	$13K	Hold	685	–	–	0.01%	327
2022 Q4	$12.3K	Hold	685	–	–	0.01%	304
2022 Q3	$11K	Buy	+685	New	+$11K	0.01%	322

Other funds holding CEF

CTC

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

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

JAM

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

BFM

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

SRC

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

Clearview Wealth Advisors's CEF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Sprott Physical Gold and Silver Trust (CEF) in Q3 2023, closing a stake of 685 shares — an estimated $12.3K sold.

Clearview Wealth Advisors first reported a position in CEF in Q3 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2023. 289 funds tracked by Wall St. Rank hold CEF as of Q3 2023.

Clearview Wealth Advisors reported no remaining Sprott Physical Gold and Silver Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 685 Sprott Physical Gold and Silver Trust shares in Q3 2023, an estimated $12.3K.
Clearview Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2022 and held it in 4 quarters.
Clearview Wealth Advisors's Sprott Physical Gold and Silver Trust position peaked at $13K in Q1 2023.
289 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.