Farther Finance Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Farther Finance Advisors’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	$163K	Sell	4,057 -166	-4%	-$7.75K	﹤0.01%	2392
2026 Q1	$204K	Buy	4,223 +2,137	+102%	+$109K	﹤0.01%	2001
2025 Q4	$95.5K	Buy	2,086 +1,865	+844%	+$75.5K	﹤0.01%	2374
2025 Q3	$8.11K	Sell	221 -53	-19%	-$1.7K	﹤0.01%	3537
2025 Q2	$8.25K	Sell	274 -13,653	-98%	-$399K	﹤0.01%	3172
2025 Q1	$393K	Buy	13,927 +50	+0.4%	+$1.32K	0.01%	901
2024 Q4	$330K	Buy	13,877 +12,757	+1,139%	+$316K	0.01%	764
2024 Q3	$27.4K	Hold	1,120	–	–	﹤0.01%	1944
2024 Q2	$24.8K	Hold	1,120	–	–	﹤0.01%	1712
2024 Q1	$23K	Hold	1,120	–	–	﹤0.01%	1445
2023 Q4	$21.4K	Buy	1,120 +240	+27%	+$4.42K	﹤0.01%	1317
2023 Q3	$15.2K	Buy	+880	New	+$16K	﹤0.01%	1157

Other funds holding CEF

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Farther Finance Advisors's CEF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Sprott Physical Gold and Silver Trust (CEF) stake by 3.9% in Q2 2026, selling an estimated $7.75K and leaving 4,057 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Farther Finance Advisors first reported a position in CEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $393K in Q1 2025. 59 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Farther Finance Advisors held 4,057 shares of Sprott Physical Gold and Silver Trust worth $163K as of Q2 2026.
Farther Finance Advisors sold 166 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $7.75K.
Sprott Physical Gold and Silver Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2392 holding.
Farther Finance Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Sprott Physical Gold and Silver Trust position peaked at $393K in Q1 2025.
59 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.