IWA
CEF icon

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

Inspirion 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 		$2.73M Sell
67,682
-6,721
-9% -$314K 0.31% 34
2026
Q1 		$3.55M Buy
74,403
+6,584
+10% +$337K 0.44% 30
2025
Q4 		$3.11M Buy
67,819
+11,886
+21% +$481K 0.38% 32
2025
Q3 		$1.37M Sell
55,933
-1,306
-2% -$42K 0.19% 52
2025
Q2 		$1.72M Sell
57,239
-365
-0.6% -$10.7K 0.23% 41
2025
Q1 		$1.64M Buy
57,604
+2,515
+5% +$66.3K 0.23% 43
2024
Q4 		$1.35M Sell
55,089
-844
-2% -$20.9K 0.19% 52
2024
Q3 		$1.37M Buy
55,933
+306
+0.6% +$7.07K 0.19% 52
2024
Q2 		$1.23M Sell
55,627
-17
-0% -$375 0.19% 52
2024
Q1 		$1.13M Buy
55,644
+302
+0.5% +$5.74K 0.19% 53
2023
Q4 		$1.05M Sell
55,342
-372
-0.7% -$6.86K 0.19% 52
2023
Q3 		$965K Sell
55,714
-3,052
-5% -$55.5K 0.19% 53
2023
Q2 		$1.06M Sell
58,766
-152
-0.3% -$2.88K 0.2% 52
2023
Q1 		$1.11M Buy
58,918
+81
+0.1% +$1.45K 0.22% 47
2022
Q4 		$1.05M Sell
58,837
-1,593
-3% -$26.6K 0.22% 43
2022
Q3 		$941K Sell
60,430
-113
-0.2% -$1.82K 0.21% 44
2022
Q2 		$1.02M Buy
60,543
+2,972
+5% +$53.9K 0.22% 48
2022
Q1 		$1.12M Buy
57,571
+15,084
+36% +$278K 0.23% 43
2021
Q4 		$754K Sell
42,487
-17,001
-29% -$302K 0.16% 55
2021
Q3 		$1.02M Sell
59,488
-70
-0.1% -$1.26K 0.23% 40
2021
Q2 		$1.11M Buy
59,558
+18,691
+46% +$356K 0.27% 35
2021
Q1 		$710K Buy
40,867
+22,870
+127% +$424K 0.19% 48
2020
Q4 		$348K Buy
+17,997
New +$335K 0.1% 61

Other funds holding CEF

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return