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Marshall Financial Group (Maryland)’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Marshall Financial Group (Maryland)’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 		$26M Buy
+544,328
New +$27.8M 4.16% 4

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
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

Marshall Financial Group (Maryland)'s CEF Position: Q1 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q1 2026: 544,328 shares worth $26M. The stake represents 4.16% of the portfolio and ranks #4 among its holdings.

457 funds tracked by Wall St. Rank hold CEF as of Q1 2026.

  • Marshall Financial Group (Maryland) held 544,328 shares of Sprott Physical Gold and Silver Trust worth $26M as of Q1 2026.
  • Sprott Physical Gold and Silver Trust was a new Marshall Financial Group (Maryland) position in Q1 2026.
  • Sprott Physical Gold and Silver Trust made up 4.16% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #4 holding.
  • 457 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.