Columbia Advisory Partners
CEF icon

Columbia Advisory Partners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Columbia Advisory Partners’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
Q3 		$2.86M Sell
68,876
-415
-0.6% -$17.8K 1.58% 16
2026
Q2 		$2.79M Buy
69,291
+3,525
+5% +$165K 1.54% 14
2026
Q1 		$3.14M Sell
65,766
-19,559
-23% -$1M 2% 13
2025
Q4 		$3.91M Sell
85,325
-7,057
-8% -$286K 2.66% 10
2025
Q3 		$3.39M Sell
92,382
-2,580
-3% -$82.9K 2.34% 9
2025
Q2 		$2.86M Buy
94,962
+5,812
+7% +$170K 2.16% 10
2025
Q1 		$2.53M Buy
89,150
+51,750
+138% +$1.36M 2.2% 11
2024
Q4 		$889K Sell
37,400
-4,070
-10% -$101K 0.83% 29
2024
Q3 		$1.02M Sell
41,470
-1,371
-3% -$31.7K 0.96% 23
2024
Q2 		$945K Buy
42,841
+15,060
+54% +$332K 0.92% 23
2024
Q1 		$565K Buy
27,781
+4,461
+19% +$84.8K 0.57% 26
2023
Q4 		$447K Sell
23,320
-750
-3% -$13.8K 0.46% 32
2023
Q3 		$417K Buy
24,070
+2,983
+14% +$54.2K 0.45% 35
2023
Q2 		$380K Buy
21,087
+4,645
+28% +$87.9K 0.41% 38
2023
Q1 		$311K Buy
16,442
+2,294
+16% +$41.2K 0.29% 44
2022
Q4 		$254K Sell
14,148
-725
-5% -$12.1K 0.24% 52
2022
Q3 		$232K Hold
14,873
– – 0.28% 39
2022
Q2 		$250K Hold
14,873
– – 0.29% 38
2022
Q1 		$288K Hold
14,873
– – 0.29% 31
2021
Q4 		$264K Buy
+14,873
New +$264K 0.26% 34

Other funds holding CEF

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Columbia Advisory Partners's CEF Position: Q3 2026 in Review

Columbia Advisory Partners reduced its Sprott Physical Gold and Silver Trust (CEF) stake by 0.6% in Q3 2026, selling an estimated $17.8K and leaving 68,876 shares worth $2.86M. The position accounts for 1.58% of the portfolio, ranked #16.

Columbia Advisory Partners first reported a position in CEF in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.91M in Q4 2025. 167 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • Columbia Advisory Partners held 68,876 shares of Sprott Physical Gold and Silver Trust worth $2.86M as of Q3 2026.
  • Columbia Advisory Partners sold 415 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $17.8K.
  • Sprott Physical Gold and Silver Trust made up 1.58% of Columbia Advisory Partners's portfolio in Q3 2026, its #16 holding.
  • Columbia Advisory Partners first reported a position in Sprott Physical Gold and Silver Trust in Q4 2021 and has held it in 20 quarters since.
  • Columbia Advisory Partners's Sprott Physical Gold and Silver Trust position peaked at $3.91M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.