Wealth Enhancement Advisory Services
CEF icon

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

Wealth Enhancement Advisory Services’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 		$9.33M Sell
198,205
-64,587
-25% -$3.3M 0.02% 616
2025
Q4 		$13M Buy
262,792
+1,233
+0.5% +$49.9K 0.02% 612
2025
Q3 		$9.89M Buy
261,559
+52,851
+25% +$1.7M 0.02% 660
2025
Q2 		$6.36M Sell
208,708
-4,030
-2% -$118K 0.01% 803
2025
Q1 		$6.04M Buy
212,738
+68,609
+48% +$1.81M 0.01% 757
2024
Q4 		$3.42M Buy
144,129
+22,785
+19% +$565K 0.01% 937
2024
Q3 		$2.97M Buy
121,344
+15,800
+15% +$365K 0.01% 900
2024
Q2 		$2.33M Buy
105,544
+1,348
+1% +$29.7K 0.01% 933
2024
Q1 		$2.12M Sell
104,196
-1,155
-1% -$21.9K 0.01% 923
2023
Q4 		$2.02M Buy
105,351
+1,177
+1% +$21.7K 0.01% 895
2023
Q3 		$1.8M Buy
+104,174
New +$1.89M 0.01% 892

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JAM
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IMC Chicago
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Royal Bank of Canada
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WAM
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Baird Financial Group
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MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return