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Independent Financial Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Independent Financial Group’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 		$336K Buy
8,345
+980
+13% +$45.8K 0.01% 1186
2026
Q1 		$351K Sell
7,365
-568
-7% -$29.1K 0.01% 1089
2025
Q4 		$363K Hold
7,933
– – 0.01% 1053
2025
Q3 		$291K Buy
7,933
+708
+10% +$22.7K 0.01% 1106
2025
Q2 		$217K Sell
7,225
-200
-3% -$5.85K 0.01% 1188
2025
Q1 		$211K Buy
+7,425
New +$196K 0.01% 1097

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

Independent Financial Group's CEF Position: Q2 2026 in Review

Independent Financial Group increased its Sprott Physical Gold and Silver Trust (CEF) stake by 13% in Q2 2026, buying an estimated $45.8K and bringing the position to 8,345 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1186.

Independent Financial Group first reported a position in CEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Independent Financial Group held 8,345 shares of Sprott Physical Gold and Silver Trust worth $336K as of Q2 2026.
  • Independent Financial Group bought 980 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $45.8K.
  • Sprott Physical Gold and Silver Trust made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1186 holding.
  • Independent Financial Group first reported a position in Sprott Physical Gold and Silver Trust in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Sprott Physical Gold and Silver Trust position peaked at $363K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.