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Founders Grove Wealth Partners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Founders Grove Wealth 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
Q2 		$392K Sell
9,743
-12,880
-57% -$602K 0.08% 124
2026
Q1 		$1.08M Buy
22,623
+7,266
+47% +$372K 0.25% 78
2025
Q4 		$703K Buy
+15,357
New +$621K 0.16% 87

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JAM
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Royal Bank of Canada
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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
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MAP
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Raymond James Financial
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Founders Grove Wealth Partners's CEF Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Sprott Physical Gold and Silver Trust (CEF) stake by 57% in Q2 2026, selling an estimated $602K and leaving 9,743 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #124.

Founders Grove Wealth Partners first reported a position in CEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Founders Grove Wealth Partners held 9,743 shares of Sprott Physical Gold and Silver Trust worth $392K as of Q2 2026.
  • Founders Grove Wealth Partners sold 12,880 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $602K.
  • Sprott Physical Gold and Silver Trust made up 0.08% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Founders Grove Wealth Partners first reported a position in Sprott Physical Gold and Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Founders Grove Wealth Partners's Sprott Physical Gold and Silver Trust position peaked at $1.08M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.