DecisionPoint Financial’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

DecisionPoint Financial’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	$2.84K	Hold	68	–	–	﹤0.01%	336
2026 Q2	$2.74K	Hold	68	–	–	﹤0.01%	288
2026 Q1	$3.24K	Hold	68	–	–	﹤0.01%	249
2025 Q4	$3.12K	Hold	68	–	–	﹤0.01%	295
2025 Q3	$2.51K	Hold	68	–	–	﹤0.01%	221
2025 Q2	$2.06K	Buy	+68	New	+$1.99K	﹤0.01%	230

Other funds holding CEF

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DecisionPoint Financial's CEF Position: Q3 2026 in Review

DecisionPoint Financial held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q3 2026 at 68 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

DecisionPoint Financial first reported a position in CEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.24K in Q1 2026. 145 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

DecisionPoint Financial held 68 shares of Sprott Physical Gold and Silver Trust worth $2.84K as of Q3 2026.
DecisionPoint Financial left its Sprott Physical Gold and Silver Trust share count unchanged in Q3 2026.
Sprott Physical Gold and Silver Trust made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #336 holding.
DecisionPoint Financial first reported a position in Sprott Physical Gold and Silver Trust in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's Sprott Physical Gold and Silver Trust position peaked at $3.24K in Q1 2026.
145 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.