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Plante Moran Financial Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Plante Moran Financial 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
2025
Q3 		– Sell
-633
Closed -$19.1K – 804
2025
Q2 		$19.1K Buy
+633
New +$18.5K ﹤0.01% 478

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Plante Moran Financial Advisors's CEF Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Sprott Physical Gold and Silver Trust (CEF) in Q3 2025, closing a stake of 633 shares — an estimated $19.1K sold.

Plante Moran Financial Advisors first reported a position in CEF in Q2 2025 and held it in 1 quarter. The position peaked at $19.1K in Q2 2025. 405 funds tracked by Wall St. Rank hold CEF as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Sprott Physical Gold and Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 633 Sprott Physical Gold and Silver Trust shares in Q3 2025, an estimated $19.1K.
  • Plante Moran Financial Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q2 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Sprott Physical Gold and Silver Trust position peaked at $19.1K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.