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

IFP 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
Q3 		$8.43M Buy
202,948
+7,134
+4% +$306K 0.14% 157
2026
Q2 		$7.88M Sell
195,814
-1,835
-0.9% -$85.7K 0.14% 159
2026
Q1 		$9.43M Sell
197,649
-37,031
-16% -$1.89M 0.2% 112
2025
Q4 		$10.7M Buy
234,680
+36,181
+18% +$1.46M 0.24% 82
2025
Q3 		$7.28M Buy
198,499
+90,720
+84% +$2.91M 0.19% 110
2025
Q2 		$3.24M Buy
107,779
+2,661
+3% +$77.8K 0.09% 240
2025
Q1 		$2.99M Buy
105,118
+5,872
+6% +$155K 0.09% 252
2024
Q4 		$2.36M Buy
99,246
+6,208
+7% +$154K 0.08% 293
2024
Q3 		$2.28M Sell
93,038
-1,323
-1% -$30.6K 0.08% 273
2024
Q2 		$2.08M Sell
94,361
-1,717
-2% -$37.8K 0.08% 255
2024
Q1 		$1.95M Buy
96,078
+12,470
+15% +$237K 0.09% 255
2023
Q4 		$1.6M Buy
83,608
+11,979
+17% +$221K 0.08% 287
2023
Q3 		$1.24M Buy
71,629
+4,640
+7% +$84.3K 0.06% 338
2023
Q2 		$1.21M Buy
66,989
+13,539
+25% +$256K 0.05% 377
2023
Q1 		$701K Buy
53,450
+25,459
+91% +$457K 0.03% 488
2022
Q4 		$366K Buy
27,991
+19,823
+243% +$332K 0.01% 1037
2022
Q3 		$107K Buy
8,168
+939
+13% +$15.1K ﹤0.01% 1808
2022
Q2 		$95K Hold
7,229
– – ﹤0.01% 1713
2022
Q1 		$95K Buy
+7,229
New +$133K ﹤0.01% 1713
2019
Q1 		$4K Buy
+325
New +$4.14K ﹤0.01% 1916
2018
Q4 		– Sell
-1,000
Closed -$12K – 3556
2018
Q3 		$12K Hold
1,000
– – ﹤0.01% 2730
2018
Q2 		$13K Hold
1,000
– – ﹤0.01% 2726
2018
Q1 		$13K Hold
1,000
– – ﹤0.01% 2624
2017
Q4 		$13K Sell
1,000
-3,860
-79% -$50.8K ﹤0.01% 2660
2017
Q3 		$62K Sell
4,860
-450
-8% -$5.68K ﹤0.01% 1856
2017
Q2 		$65K Hold
5,310
– – ﹤0.01% 1786
2017
Q1 		$68K Hold
5,310
– – ﹤0.01% 1738
2016
Q4 		$60K Sell
5,310
-150
-3% -$1.88K ﹤0.01% 1763
2016
Q3 		$76K Buy
5,460
+15
+0.3% +$212 ﹤0.01% 1542
2016
Q2 		$76K Buy
5,445
+5,120
+1,575% +$65.9K ﹤0.01% 1495
2016
Q1 		$4K Sell
325
-5,120
-94% -$58.5K ﹤0.01% 1917
2015
Q4 		$54K Buy
+5,445
New +$57.7K ﹤0.01% 1566

Other funds holding CEF

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IFP Advisors's CEF Position: Q3 2026 in Review

IFP Advisors increased its Sprott Physical Gold and Silver Trust (CEF) stake by 3.6% in Q3 2026, buying an estimated $306K and bringing the position to 202,948 shares worth $8.43M. The position accounts for 0.14% of the portfolio, ranked #157.

IFP Advisors first reported a position in CEF in Q4 2015 and has held it in 32 quarters since. The position peaked at $10.7M in Q4 2025. 148 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • IFP Advisors held 202,948 shares of Sprott Physical Gold and Silver Trust worth $8.43M as of Q3 2026.
  • IFP Advisors bought 7,134 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $306K.
  • Sprott Physical Gold and Silver Trust made up 0.14% of IFP Advisors's portfolio in Q3 2026, its #157 holding.
  • IFP Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Sprott Physical Gold and Silver Trust position peaked at $10.7M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.