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Forvis Mazars Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Forvis Mazars Wealth 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 		– Sell
-4,755
Closed -$227K – 435
2026
Q1 		$227K Sell
4,755
-783
-14% -$40.1K ﹤0.01% 388
2025
Q4 		$254K Buy
+5,538
New +$224K ﹤0.01% 375

Other funds holding CEF

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
EP
Evelyn Partners London $46.9B AUM
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CEF Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors sold out of Sprott Physical Gold and Silver Trust (CEF) in Q2 2026, closing a stake of 4,755 shares — an estimated $227K sold.

Forvis Mazars Wealth Advisors first reported a position in CEF in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 448 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Sprott Physical Gold and Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 4,755 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $227K.
  • Forvis Mazars Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2025 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Sprott Physical Gold and Silver Trust position peaked at $254K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.