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WJ Financial Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

WJ Financial 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
2026
Q2 		$314K Hold
7,800
– – 0.23% 97
2026
Q1 		$372K Hold
7,800
– – 0.3% 87
2025
Q4 		$357K Hold
7,800
– – 0.32% 80
2025
Q3 		$286K Buy
+7,800
New +$251K 0.28% 90

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JAM
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Royal Bank of Canada
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WAM
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IMC Chicago
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EP
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MAP
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Raymond James Financial
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WJ Financial Advisors's CEF Position: Q2 2026 in Review

WJ Financial Advisors held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q2 2026 at 7,800 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #97.

WJ Financial Advisors first reported a position in CEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $372K in Q1 2026. 446 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

  • WJ Financial Advisors held 7,800 shares of Sprott Physical Gold and Silver Trust worth $314K as of Q2 2026.
  • WJ Financial Advisors left its Sprott Physical Gold and Silver Trust share count unchanged in Q2 2026.
  • Sprott Physical Gold and Silver Trust made up 0.23% of WJ Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • WJ Financial Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Sprott Physical Gold and Silver Trust position peaked at $372K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.