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
Q3 		$8.81M Buy
215,470
+18,648
+9% +$801K 0.01% 786
2026
Q2 		$8.09M Sell
196,822
-1,383
-0.7% -$64.6K 0.01% 769
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 		$9.9M Buy
261,559
+52,851
+25% +$1.7M 0.01% 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

Other funds holding CEF

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's CEF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Sprott Physical Gold and Silver Trust (CEF) stake by 9.5% in Q3 2026, buying an estimated $801K and bringing the position to 215,470 shares worth $8.81M. The position accounts for 0.01% of the portfolio, ranked #786.

Wealth Enhancement Advisory Services first reported a position in CEF in Q3 2023 and has held it in 13 quarters since. The position peaked at $13M in Q4 2025. 127 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 215,470 shares of Sprott Physical Gold and Silver Trust worth $8.81M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 18,648 Sprott Physical Gold and Silver Trust shares in Q3 2026, an estimated $801K.
  • Sprott Physical Gold and Silver Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #786 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sprott Physical Gold and Silver Trust in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Sprott Physical Gold and Silver Trust position peaked at $13M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.