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Wealth Preservation Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Wealth Preservation 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
2025
Q4 		– Sell
-864
Closed -$31.7K – 611
2025
Q3 		$31.7K Buy
+864
New +$27.8K 0.02% 217

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Baird Financial Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EPIM
Evelyn Partners Investment Management London $3.68B AUM 21.15% 1-Year Est. Return

Wealth Preservation Advisors's CEF Position: Q4 2025 in Review

Wealth Preservation Advisors sold out of Sprott Physical Gold and Silver Trust (CEF) in Q4 2025, closing a stake of 864 shares — an estimated $31.7K sold.

Wealth Preservation Advisors first reported a position in CEF in Q3 2025 and held it in 1 quarter. The position peaked at $31.7K in Q3 2025. 445 funds tracked by Wall St. Rank hold CEF as of Q4 2025.

  • Wealth Preservation Advisors reported no remaining Sprott Physical Gold and Silver Trust position as of Q4 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 864 Sprott Physical Gold and Silver Trust shares in Q4 2025, an estimated $31.7K.
  • Wealth Preservation Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Sprott Physical Gold and Silver Trust position peaked at $31.7K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2025.

Based on Wealth Preservation Advisors's 13F filing for Q4 2025, filed 23 Feb 2026.