Total Wealth Planning & Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Sell
17,513
-2,212
-11% -$66.6K 0.43% 73
2025
Q1
$560K Sell
19,725
-1,000
-5% -$28.4K 0.53% 58
2024
Q4
$492K Buy
+20,725
New +$492K 0.45% 62