Crown Wealth Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Crown Wealth Group’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	$369K	Sell	9,183 -295	-3%	-$13.8K	0.09%	94
2026 Q1	$452K	Sell	9,478 -1,800	-16%	-$92.1K	0.13%	72
2025 Q4	$517K	Buy	11,278 +353	+3%	+$14.3K	0.14%	65
2025 Q3	$401K	Sell	10,925 -294	-3%	-$9.45K	0.12%	74
2025 Q2	$338K	Sell	11,219 -827	-7%	-$24.2K	0.13%	74
2025 Q1	$342K	Sell	12,046 -10,853	-47%	-$286K	0.18%	63
2024 Q4	$544K	Sell	22,899 -25,221	-52%	-$625K	0.22%	56
2024 Q3	$1.18M	Buy	48,120 +38,805	+417%	+$897K	0.51%	31
2024 Q2	$205K	Buy	+9,315	New	+$205K	0.1%	102
2023 Q4	–	Sell	-11,395	Closed	-$197K	–	99
2023 Q3	$197K	Sell	11,395 -8,283	-42%	-$151K	0.15%	68
2023 Q2	$355K	Buy	+19,678	New	+$373K	0.28%	41
2022 Q2	–	Sell	-60,975	Closed	-$1.18M	–	75
2022 Q1	$1.18M	Buy	+60,975	New	+$1.12M	0.82%	30

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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 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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

MAP

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crown Wealth Group's CEF Position: Q2 2026 in Review

Crown Wealth Group reduced its Sprott Physical Gold and Silver Trust (CEF) stake by 3.1% in Q2 2026, selling an estimated $13.8K and leaving 9,183 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #94.

Crown Wealth Group first reported a position in CEF in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2022. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Crown Wealth Group held 9,183 shares of Sprott Physical Gold and Silver Trust worth $369K as of Q2 2026.
Crown Wealth Group sold 295 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $13.8K.
Sprott Physical Gold and Silver Trust made up 0.09% of Crown Wealth Group's portfolio in Q2 2026, its #94 holding.
Crown Wealth Group first reported a position in Sprott Physical Gold and Silver Trust in Q1 2022 and has held it in 12 quarters since.
Crown Wealth Group's Sprott Physical Gold and Silver Trust position peaked at $1.18M in Q1 2022.
447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.