Jones Financial Companies
CEF icon

Jones Financial Companies’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Jones Financial Companies’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
Q1 		$9.68M Buy
213,735
+9,308
+5% +$476K ﹤0.01% 835
2025
Q4 		$9.36M Buy
204,427
+63,926
+45% +$2.59M 0.01% 473
2025
Q3 		$5.04M Buy
140,501
+34,661
+33% +$1.11M ﹤0.01% 567
2025
Q2 		$3.16M Buy
105,840
+48,863
+86% +$1.43M ﹤0.01% 633
2025
Q1 		$1.6M Buy
56,977
+42,184
+285% +$1.11M ﹤0.01% 711
2024
Q4 		$351K Buy
14,793
+8,511
+135% +$211K ﹤0.01% 1128
2024
Q3 		$156K Buy
+6,282
New +$145K ﹤0.01% 1230

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JAM
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IMC Chicago
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Royal Bank of Canada
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WAM
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Wells Fargo
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Baird Financial Group
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MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return