Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Meriwether Wealth & Planning’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 		$8.31K Buy
+200
New +$8.59K ﹤0.01% 450

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Sapient Capital
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Wealth Enhancement Advisory Services
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Meriwether Wealth & Planning's CEF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q3 2026: 200 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

145 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • Meriwether Wealth & Planning held 200 shares of Sprott Physical Gold and Silver Trust worth $8.31K as of Q3 2026.
  • Sprott Physical Gold and Silver Trust was a new Meriwether Wealth & Planning position in Q3 2026.
  • Sprott Physical Gold and Silver Trust made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #450 holding.
  • 145 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.