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Harel Insurance Investments & Financial Services’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Harel Insurance Investments & Financial Services’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 		$72K Buy
+1,800
New +$84.1K ﹤0.01% 438
2026
Q1 		– Hold
0
– – – 390
2025
Q4 		– Hold
0
– – – 323
2025
Q3 		– Hold
0
– – – 360
2025
Q2 		– Hold
0
– – – 349
2025
Q1 		– Hold
0
– – – 363
2024
Q4 		– Hold
0
– – – 318
2024
Q3 		– Hold
0
– – – 359
2024
Q2 		– Sell
-1,800
Closed -$39.7K – 389
2024
Q1 		$37K Buy
+1,800
New +$34.2K ﹤0.01% 398
2023
Q4 		– Hold
0
– – – 464
2023
Q3 		– Hold
0
– – – 511
2023
Q2 		– Hold
0
– – – 530
2023
Q1 		– Hold
0
– – – 539
2022
Q4 		– Hold
0
– – – 537
2022
Q3 		– Hold
0
– – – 567
2022
Q2 		– Sell
-1,800
Closed -$32.7K – 593
2022
Q1 		$35K Buy
+1,800
New +$33.1K ﹤0.01% 576
2021
Q4 		– Hold
0
– – – 644
2021
Q3 		– Hold
0
– – – 573
2021
Q2 		– Hold
0
– – – 721
2021
Q1 		– Hold
0
– – – 670
2018
Q1 		– Sell
-1,800
Closed -$24K – 451
2017
Q4 		$24K Hold
1,800
– – ﹤0.01% 391
2017
Q3 		$23K Hold
1,800
– – ﹤0.01% 329
2017
Q2 		$22K Hold
1,800
– – ﹤0.01% 340
2017
Q1 		$23K Buy
+1,800
New +$22.3K ﹤0.01% 308

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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CEF Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q2 2026: 1,800 shares worth $72K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Harel Insurance Investments & Financial Services previously reported a position in CEF as recently as Q1 2024.

Harel Insurance Investments & Financial Services first reported a position in CEF in Q1 2017 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,800 shares of Sprott Physical Gold and Silver Trust worth $72K as of Q2 2026.
  • Sprott Physical Gold and Silver Trust was a new Harel Insurance Investments & Financial Services position in Q2 2026.
  • Sprott Physical Gold and Silver Trust made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #438 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Sprott Physical Gold and Silver Trust in Q1 2017 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.