Sonoma Private Wealth’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Sonoma Private Wealth’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 Q2	$1.72M	Sell
2025 Q1	$1.66M	Sell
2024 Q4	$1.43M	Buy
2024 Q3	$237K	Buy
2024 Q2	$208K	Buy
2023 Q4	–	Sell
2023 Q3	$296K	Buy
2023 Q2	$307K	Sell
2023 Q1	$322K	Sell
2022 Q4	$330K	Buy