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Wilbanks Smith & Thomas Asset Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$366K Buy
+18,005
New +$342K 0.01% 389

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BFG
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SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CEF Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q1 2024: 18,005 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

300 funds tracked by Wall St. Rank hold CEF as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 18,005 shares of Sprott Physical Gold and Silver Trust worth $366K as of Q1 2024.
  • Sprott Physical Gold and Silver Trust was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • Sprott Physical Gold and Silver Trust made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #389 holding.
  • 300 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.