WFAG
CEF icon

Wescott Financial Advisory Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Wescott Financial Advisory Group’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 		$273K Hold
5,711
– – 0.02% 163
2025
Q4 		$262K Hold
5,711
– – 0.02% 164
2025
Q3 		$210K Buy
+5,711
New +$183K 0.02% 171

Other funds holding CEF

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wescott Financial Advisory Group's CEF Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q1 2026 at 5,711 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #163.

Wescott Financial Advisory Group first reported a position in CEF in Q3 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold CEF as of Q1 2026.

  • Wescott Financial Advisory Group held 5,711 shares of Sprott Physical Gold and Silver Trust worth $273K as of Q1 2026.
  • Wescott Financial Advisory Group left its Sprott Physical Gold and Silver Trust share count unchanged in Q1 2026.
  • Sprott Physical Gold and Silver Trust made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #163 holding.
  • Wescott Financial Advisory Group first reported a position in Sprott Physical Gold and Silver Trust in Q3 2025 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.