Measured Wealth Private Client Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Measured Wealth Private Client 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
2026 Q2	$2.17K	Buy	+54	New	+$2.52K	﹤0.01%	640
2018 Q4	–	Sell	-1,460	Closed	-$17K	–	196
2018 Q3	$17K	Buy	+1,460	New	+$17.5K	0.01%	545

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

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

Measured Wealth Private Client Group's CEF Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q2 2026: 54 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in CEF as recently as Q3 2018.

Measured Wealth Private Client Group first reported a position in CEF in Q3 2018 and has held it in 2 quarters since. The position peaked at $17K in Q3 2018. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Measured Wealth Private Client Group held 54 shares of Sprott Physical Gold and Silver Trust worth $2.17K as of Q2 2026.
Sprott Physical Gold and Silver Trust was a new Measured Wealth Private Client Group position in Q2 2026.
Sprott Physical Gold and Silver Trust made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #640 holding.
Measured Wealth Private Client Group first reported a position in Sprott Physical Gold and Silver Trust in Q3 2018 and has held it in 2 quarters since.
Measured Wealth Private Client Group's Sprott Physical Gold and Silver Trust position peaked at $17K in Q3 2018.
447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.