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 Q3	$49.4K	Buy	1,190 +15	+1%	+$644	0.02%	456
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%	+$1.06K	0.01%	636
2024 Q4	$11.9K	Buy	+444	New	+$11K	0.01%	642

Other funds holding CEF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Evelyn Partners London $6.26B AUM

Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Medallion Wealth Advisors's CEF Position: Q3 2026 in Review

Medallion Wealth Advisors increased its Sprott Physical Gold and Silver Trust (CEF) stake by 1.3% in Q3 2026, buying an estimated $644 and bringing the position to 1,190 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #456.

Medallion Wealth Advisors first reported a position in CEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $63.7K in Q4 2025. 400 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

Medallion Wealth Advisors held 1,190 shares of Sprott Physical Gold and Silver Trust worth $49.4K as of Q3 2026.
Medallion Wealth Advisors bought 15 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $644.
Sprott Physical Gold and Silver Trust made up 0.02% of Medallion Wealth Advisors's portfolio in Q3 2026, its #456 holding.
Medallion Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2024 and has held it in 8 quarters since.
Medallion Wealth Advisors's Sprott Physical Gold and Silver Trust position peaked at $63.7K in Q4 2025.
400 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.