Institute for Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Institute for Wealth Management’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	$59.8K	Buy	+1,486	New	+$69.4K	0.01%	828

Other funds holding CEF

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners Group Ltd London $46.9B AUM

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Institute for Wealth Management's CEF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q2 2026: 1,486 shares worth $59.8K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

287 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Institute for Wealth Management held 1,486 shares of Sprott Physical Gold and Silver Trust worth $59.8K as of Q2 2026.
Sprott Physical Gold and Silver Trust was a new Institute for Wealth Management position in Q2 2026.
Sprott Physical Gold and Silver Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #828 holding.
287 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.