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

Medallion 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
2026
Q2 		$47.3K Buy
1,175
+9
+0.8% +$420 0.01% 479
2026
Q1 		$55.6K Sell
1,166
-225
-16% -$11.5K 0.02% 456
2025
Q4 		$63.7K Sell
1,391
-326
-19% -$13.2K 0.02% 433
2025
Q3 		$63K Buy
1,717
+8
+0.5% +$257 0.02% 432
2025
Q2 		$51.7K Buy
1,709
+1,225
+253% +$35.8K 0.02% 460
2025
Q1 		$13.7K Buy
484
+40
+9% +$1.05K 0.01% 636
2024
Q4 		$11.9K Buy
+444
New +$11K 0.01% 642

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
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
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
EP
Evelyn Partners London $46.9B AUM
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

Medallion Wealth Advisors's CEF Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Sprott Physical Gold and Silver Trust (CEF) stake by 0.77% in Q2 2026, buying an estimated $420 and bringing the position to 1,175 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #479.

Medallion Wealth Advisors first reported a position in CEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.7K in Q4 2025. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Medallion Wealth Advisors held 1,175 shares of Sprott Physical Gold and Silver Trust worth $47.3K as of Q2 2026.
  • Medallion Wealth Advisors bought 9 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $420.
  • Sprott Physical Gold and Silver Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • Medallion Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Sprott Physical Gold and Silver Trust position peaked at $63.7K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.