Regal Investment Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Regal Investment 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	$888K	Buy	22,064 +150	+0.7%	+$7.01K	0.05%	341
2026 Q1	$1.05M	Buy	21,914 +1,968	+10%	+$101K	0.06%	283
2025 Q4	$914K	Buy	+19,946	New	+$807K	0.05%	296
2022 Q2	–	Sell	-10,056	Closed	-$195K	–	507
2022 Q1	$195K	Sell	10,056 -2,192	-18%	-$40.4K	0.02%	508
2021 Q4	$217K	Sell	12,248 -550	-4%	-$9.77K	0.02%	505
2021 Q3	$219K	Buy	12,798 +300	+2%	+$5.41K	0.02%	493
2021 Q2	$233K	Buy	+12,498	New	+$238K	0.02%	481

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

MAP

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Regal Investment Advisors's CEF Position: Q2 2026 in Review

Regal Investment Advisors increased its Sprott Physical Gold and Silver Trust (CEF) stake by 0.68% in Q2 2026, buying an estimated $7.01K and bringing the position to 22,064 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #341.

Regal Investment Advisors first reported a position in CEF in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

Regal Investment Advisors held 22,064 shares of Sprott Physical Gold and Silver Trust worth $888K as of Q2 2026.
Regal Investment Advisors bought 150 Sprott Physical Gold and Silver Trust shares in Q2 2026, an estimated $7.01K.
Sprott Physical Gold and Silver Trust made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #341 holding.
Regal Investment Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q2 2021 and has held it in 7 quarters since.
Regal Investment Advisors's Sprott Physical Gold and Silver Trust position peaked at $1.05M in Q1 2026.
447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.