Lowe Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Lowe Wealth Advisors’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	$110K	Hold	3,000	–	–	0.04%	90
2025 Q2	$90.3K	Hold	3,000	–	–	0.04%	98
2025 Q1	$85.2K	Hold	3,000	–	–	0.04%	100
2024 Q4	$71.3K	Hold	3,000	–	–	0.03%	106
2024 Q3	$73.5K	Sell	3,000 -1,000	-25%	-$23.1K	0.03%	97
2024 Q2	$88.2K	Hold	4,000	–	–	0.04%	83
2024 Q1	$81.4K	Hold	4,000	–	–	0.04%	87
2023 Q4	$76.6K	Hold	4,000	–	–	0.04%	87
2023 Q3	$69.3K	Buy	4,000 +1,000	+33%	+$18.2K	0.04%	90
2023 Q2	$54.1K	Hold	3,000	–	–	0.03%	107
2023 Q1	$56.7K	Hold	3,000	–	–	0.03%	96
2022 Q4	$53.8K	Hold	3,000	–	–	0.03%	102
2022 Q3	$47K	Hold	3,000	–	–	0.03%	97
2022 Q2	$50K	Hold	3,000	–	–	0.03%	90
2022 Q1	$58K	Hold	3,000	–	–	0.03%	92
2021 Q4	$53K	Buy	3,000 +1,000	+50%	+$17.8K	0.02%	94
2021 Q3	$34K	Buy	+2,000	New	+$36.1K	0.02%	112

Other funds holding CEF

CTC

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

BFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Wealth Advisors's CEF Position: Q3 2025 in Review

Lowe Wealth Advisors held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q3 2025 at 3,000 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #90.

Lowe Wealth Advisors first reported a position in CEF in Q3 2021 and has held it in 17 quarters since. 405 funds tracked by Wall St. Rank hold CEF as of Q3 2025.

Lowe Wealth Advisors held 3,000 shares of Sprott Physical Gold and Silver Trust worth $110K as of Q3 2025.
Lowe Wealth Advisors left its Sprott Physical Gold and Silver Trust share count unchanged in Q3 2025.
Sprott Physical Gold and Silver Trust made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #90 holding.
Lowe Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2021 and has held it in 17 quarters since.
405 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.