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 Q3	$381K	Hold	9,183	–	–	0.09%	93
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%	-$9.44K	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

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Crown Wealth Group's CEF Position: Q3 2026 in Review

Crown Wealth Group held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q3 2026 at 9,183 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #93.

Crown Wealth Group first reported a position in CEF in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2022. 272 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

Crown Wealth Group held 9,183 shares of Sprott Physical Gold and Silver Trust worth $381K as of Q3 2026.
Crown Wealth Group left its Sprott Physical Gold and Silver Trust share count unchanged in Q3 2026.
Sprott Physical Gold and Silver Trust made up 0.09% of Crown Wealth Group's portfolio in Q3 2026, its #93 holding.
Crown Wealth Group first reported a position in Sprott Physical Gold and Silver Trust in Q1 2022 and has held it in 13 quarters since.
Crown Wealth Group's Sprott Physical Gold and Silver Trust position peaked at $1.18M in Q1 2022.
272 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.