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Ironwood Investment Counsel’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Ironwood Investment Counsel’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
2023
Q1 		– Sell
-20,400
Closed -$366K – 212
2022
Q4 		$366K Buy
+20,400
New +$341K 0.09% 151

Other funds holding CEF

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Ironwood Investment Counsel's CEF Position: Q1 2023 in Review

Ironwood Investment Counsel sold out of Sprott Physical Gold and Silver Trust (CEF) in Q1 2023, closing a stake of 20,400 shares — an estimated $366K sold.

Ironwood Investment Counsel first reported a position in CEF in Q4 2022 and held it in 1 quarter. The position peaked at $366K in Q4 2022. 282 funds tracked by Wall St. Rank hold CEF as of Q1 2023.

  • Ironwood Investment Counsel reported no remaining Sprott Physical Gold and Silver Trust position as of Q1 2023 after selling out during the quarter.
  • Ironwood Investment Counsel sold 20,400 Sprott Physical Gold and Silver Trust shares in Q1 2023, an estimated $366K.
  • Ironwood Investment Counsel first reported a position in Sprott Physical Gold and Silver Trust in Q4 2022 and held it in 1 quarter.
  • Ironwood Investment Counsel's Sprott Physical Gold and Silver Trust position peaked at $366K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q1 2023.

Based on Ironwood Investment Counsel's 13F filing for Q1 2023, filed 11 May 2023.