YHB Investment Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

YHB Investment 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	$447K	Hold	11,105	–	–	0.03%	226
2026 Q1	$530K	Hold	11,105	–	–	0.04%	210
2025 Q4	$509K	Hold	11,105	–	–	0.04%	215
2025 Q3	$407K	Hold	11,105	–	–	0.03%	224
2025 Q2	$334K	Hold	11,105	–	–	0.03%	240
2025 Q1	$315K	Hold	11,105	–	–	0.03%	233
2024 Q4	$264K	Hold	11,105	–	–	0.02%	246
2024 Q3	$272K	Hold	11,105	–	–	0.02%	245
2024 Q2	$245K	Hold	11,105	–	–	0.02%	257
2024 Q1	$226K	Hold	11,105	–	–	0.02%	258
2023 Q4	$213K	Hold	11,105	–	–	0.02%	257
2023 Q3	$192K	Hold	11,105	–	–	0.02%	267
2023 Q2	$200K	Hold	11,105	–	–	0.02%	279
2023 Q1	$210K	Hold	11,105	–	–	0.02%	275
2022 Q4	$199K	Hold	11,105	–	–	0.02%	281
2022 Q3	$173K	Hold	11,105	–	–	0.02%	279
2022 Q2	$187K	Hold	11,105	–	–	0.02%	277
2022 Q1	$215K	Hold	11,105	–	–	0.02%	282
2021 Q4	$197K	Hold	11,105	–	–	0.02%	310
2021 Q3	$190K	Hold	11,105	–	–	0.02%	301
2021 Q2	$207K	Hold	11,105	–	–	0.02%	295
2021 Q1	$205K	Hold	11,105	–	–	0.02%	289
2020 Q4	$215K	Hold	11,105	–	–	0.02%	268
2020 Q3	$204K	Buy	+11,105	New	+$213K	0.02%	253

Other funds holding CEF

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

MAP

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

YHB Investment Advisors's CEF Position: Q2 2026 in Review

YHB Investment Advisors held its Sprott Physical Gold and Silver Trust (CEF) position steady in Q2 2026 at 11,105 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #226.

YHB Investment Advisors first reported a position in CEF in Q3 2020 and has held it in 24 quarters since. The position peaked at $530K in Q1 2026. 447 funds tracked by Wall St. Rank hold CEF as of Q2 2026.

YHB Investment Advisors held 11,105 shares of Sprott Physical Gold and Silver Trust worth $447K as of Q2 2026.
YHB Investment Advisors left its Sprott Physical Gold and Silver Trust share count unchanged in Q2 2026.
Sprott Physical Gold and Silver Trust made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #226 holding.
YHB Investment Advisors first reported a position in Sprott Physical Gold and Silver Trust in Q3 2020 and has held it in 24 quarters since.
YHB Investment Advisors's Sprott Physical Gold and Silver Trust position peaked at $530K in Q1 2026.
447 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.