EFS
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Essex Financial Services’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Essex Financial Services’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 		$246K Hold
6,112
– – 0.01% 717
2026
Q1 		$292K Buy
6,112
+868
+17% +$44.4K 0.02% 627
2025
Q4 		$240K Buy
+5,244
New +$212K 0.01% 688

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JAM
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Royal Bank of Canada
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WAM
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IMC Chicago
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EP
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MAP
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Raymond James Financial
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Essex Financial Services's CEF Position: Q2 2026 in Review

Essex Financial Services held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q2 2026 at 6,112 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #717.

Essex Financial Services first reported a position in CEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 448 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Essex Financial Services held 6,112 shares of Sprott Physical Gold and Silver Trust worth $246K as of Q2 2026.
  • Essex Financial Services left its Sprott Physical Gold and Silver Trust share count unchanged in Q2 2026.
  • Sprott Physical Gold and Silver Trust made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #717 holding.
  • Essex Financial Services first reported a position in Sprott Physical Gold and Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Sprott Physical Gold and Silver Trust position peaked at $292K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.