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

Resurgent 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
2026 Q1	$338K	Sell	7,080 -120	-2%	-$6.14K	0.12%	191
2025 Q4	$330K	Sell	7,200 -1,000	-12%	-$40.5K	0.17%	163
2025 Q3	$301K	Hold	8,200	–	–	0.15%	169
2025 Q2	$247K	Sell	8,200 -800	-9%	-$23.4K	0.14%	167
2025 Q1	$256K	Hold	9,000	–	–	0.15%	153
2024 Q4	$214K	Hold	9,000	–	–	0.13%	169
2024 Q3	$220K	Buy	+9,000	New	+$208K	0.13%	170
2024 Q2	–	Sell	-18,000	Closed	-$366K	–	180
2024 Q1	$366K	Buy	18,000 +9,000	+100%	+$171K	0.2%	136
2023 Q4	$172K	Sell	9,000 -3,000	-25%	-$55.3K	0.11%	181
2023 Q3	$208K	Hold	12,000	–	–	0.14%	146
2023 Q2	$216K	Sell	12,000 -2,000	-14%	-$37.9K	0.14%	132
2023 Q1	$265K	Sell	14,000 -1,000	-7%	-$17.9K	0.18%	120
2022 Q4	$269K	Hold	15,000	–	–	0.14%	154
2022 Q3	$234K	Hold	15,000	–	–	0.16%	164
2022 Q2	$252K	Hold	15,000	–	–	0.16%	149
2022 Q1	$291K	Buy	15,000 +200	+1%	+$3.68K	0.18%	132
2021 Q4	$263K	Buy	+14,800	New	+$263K	0.21%	103

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Resurgent Financial Advisors's CEF Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Sprott Physical Gold and Silver Trust (CEF) stake by 1.7% in Q1 2026, selling an estimated $6.14K and leaving 7,080 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #191.

Resurgent Financial Advisors first reported a position in CEF in Q4 2021 and has held it in 17 quarters since. The position peaked at $366K in Q1 2024. 457 funds tracked by Wall St. Rank hold CEF as of Q1 2026.

Resurgent Financial Advisors held 7,080 shares of Sprott Physical Gold and Silver Trust worth $338K as of Q1 2026.
Resurgent Financial Advisors sold 120 Sprott Physical Gold and Silver Trust shares in Q1 2026, an estimated $6.14K.
Sprott Physical Gold and Silver Trust made up 0.12% of Resurgent Financial Advisors's portfolio in Q1 2026, its #191 holding.
Resurgent Financial Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q4 2021 and has held it in 17 quarters since.
Resurgent Financial Advisors's Sprott Physical Gold and Silver Trust position peaked at $366K in Q1 2024.
457 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.