Lokken Investment Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Lokken Investment Group’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 Q3	$289K	Buy	+7,889	New	+$253K	0.1%	123

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lokken Investment Group's CEF Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q3 2025: 7,889 shares worth $289K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings.

405 funds tracked by Wall St. Rank hold CEF as of Q3 2025.

Lokken Investment Group held 7,889 shares of Sprott Physical Gold and Silver Trust worth $289K as of Q3 2025.
Sprott Physical Gold and Silver Trust was a new Lokken Investment Group position in Q3 2025.
Sprott Physical Gold and Silver Trust made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #123 holding.
405 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.