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

Forum Financial Management’s Portfolio CEF Stock Details CEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$472K	Buy
2023 Q2	–	Sell
2023 Q1	$214K	Hold
2022 Q4	$203K	Hold
2022 Q3	$177K	Hold
2022 Q2	$191K	Hold
2022 Q1	$219K	Hold
2021 Q4	$201K	Buy