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

Physician 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 		$26.1K Hold
649
– – ﹤0.01% 591
2026
Q1 		$30.9K Buy
649
+168
+35% +$8.6K ﹤0.01% 515
2025
Q4 		$22K Buy
+481
New +$19.5K ﹤0.01% 565

Other funds holding CEF

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Physician Wealth Advisors held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q2 2026 at 649 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Physician Wealth Advisors first reported a position in CEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.9K in Q1 2026. 96 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • Physician Wealth Advisors held 649 shares of Sprott Physical Gold and Silver Trust worth $26.1K as of Q2 2026.
  • Physician Wealth Advisors left its Sprott Physical Gold and Silver Trust share count unchanged in Q2 2026.
  • Sprott Physical Gold and Silver Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #591 holding.
  • Physician Wealth Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Sprott Physical Gold and Silver Trust position peaked at $30.9K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.