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Litman Gregory Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Litman Gregory 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
2025
Q4 		$26K Buy
+659
New +$26.7K ﹤0.01% 256

Other funds holding CEF

CTC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EPIM
Evelyn Partners Investment Management London $3.68B AUM 21.15% 1-Year Est. Return

Litman Gregory Wealth Management's CEF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q4 2025: 659 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings.

446 funds tracked by Wall St. Rank hold CEF as of Q4 2025.

  • Litman Gregory Wealth Management held 659 shares of Sprott Physical Gold and Silver Trust worth $26K as of Q4 2025.
  • Sprott Physical Gold and Silver Trust was a new Litman Gregory Wealth Management position in Q4 2025.
  • Sprott Physical Gold and Silver Trust made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #256 holding.
  • 446 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.