PWA
CEF icon

Principia Wealth Advisory’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Principia Wealth Advisory’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
Q4 		$41.2K Sell
900
-40
-4% -$1.62K 0.03% 132
2025
Q3 		$34.5K Sell
940
-105
-10% -$3.37K 0.02% 143
2025
Q2 		$31.2K Sell
1,045
-205
-16% -$5.99K 0.03% 119
2025
Q1 		$34.2K Sell
1,250
-150
-11% -$3.96K 0.03% 94
2024
Q4 		$33.3K Buy
+1,400
New +$34.7K 0.03% 93

Other funds holding CEF

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EPIM
Evelyn Partners Investment Management London $3.68B AUM 21.15% 1-Year Est. Return