Midwest Financial Group
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Midwest Financial Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Midwest Financial 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
Q3 		$785K Buy
18,903
+1,445
+8% +$62.1K 0.27% 73
2026
Q2 		$702K Buy
17,458
+700
+4% +$32.7K 0.25% 73
2026
Q1 		$800K Buy
16,758
+1,500
+10% +$76.7K 0.34% 63
2025
Q4 		$699K Buy
15,258
+980
+7% +$39.7K 0.31% 64
2025
Q3 		$524K Buy
14,278
+490
+4% +$15.7K 0.25% 69
2025
Q2 		$415K Buy
13,788
+908
+7% +$26.5K 0.22% 74
2025
Q1 		$366K Buy
12,880
+1,250
+11% +$33K 0.21% 79
2024
Q4 		$276K Sell
11,630
-1,120
-9% -$27.8K 0.16% 95
2024
Q3 		$312K Buy
12,750
+400
+3% +$9.24K 0.18% 88
2024
Q2 		$272K Sell
12,350
-1,450
-11% -$32K 0.17% 91
2024
Q1 		$281K Sell
13,800
-100
-0.7% -$1.9K 0.19% 88
2023
Q4 		$266K Sell
13,900
-2,700
-16% -$49.8K 0.2% 89
2023
Q3 		$288K Buy
+16,600
New +$302K 0.24% 83

Other funds holding CEF

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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

Midwest Financial Group's CEF Position: Q3 2026 in Review

Midwest Financial Group increased its Sprott Physical Gold and Silver Trust (CEF) stake by 8.3% in Q3 2026, buying an estimated $62.1K and bringing the position to 18,903 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #73.

Midwest Financial Group first reported a position in CEF in Q3 2023 and has held it in 13 quarters since. The position peaked at $800K in Q1 2026. 138 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • Midwest Financial Group held 18,903 shares of Sprott Physical Gold and Silver Trust worth $785K as of Q3 2026.
  • Midwest Financial Group bought 1,445 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $62.1K.
  • Sprott Physical Gold and Silver Trust made up 0.27% of Midwest Financial Group's portfolio in Q3 2026, its #73 holding.
  • Midwest Financial Group first reported a position in Sprott Physical Gold and Silver Trust in Q3 2023 and has held it in 13 quarters since.
  • Midwest Financial Group's Sprott Physical Gold and Silver Trust position peaked at $800K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.