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

Evelyn 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 		$52.4M Buy
1,261,005
+92,969
+8% +$3.99M 0.84% 27
2026
Q2 		$47M Buy
+1,168,036
New +$54.6M 0.1% 29

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Baird Financial Group
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LPL Financial
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Sprott Inc
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Beaumont Financial Advisors
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Evelyn Partners's CEF Position: Q3 2026 in Review

Evelyn Partners increased its Sprott Physical Gold and Silver Trust (CEF) stake by 8% in Q3 2026, buying an estimated $3.99M and bringing the position to 1,261,005 shares worth $52.4M. The position accounts for 0.84% of the portfolio, ranked #27.

Evelyn Partners first reported a position in CEF in Q2 2026 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • Evelyn Partners held 1,261,005 shares of Sprott Physical Gold and Silver Trust worth $52.4M as of Q3 2026.
  • Evelyn Partners bought 92,969 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $3.99M.
  • Sprott Physical Gold and Silver Trust made up 0.84% of Evelyn Partners's portfolio in Q3 2026, its #27 holding.
  • Evelyn Partners first reported a position in Sprott Physical Gold and Silver Trust in Q2 2026 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.