YHB Investment Advisors, Inc.
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1469219
West Hartford, CT
Position in CEF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$446,754
-$83,176 QoQ
Shares Held
11,105
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 445 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. CEF ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,223 | $3,099,107 | |
| 2 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
82,213 | $868,991 | |
| 4 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
This page
|
11,105 | $446,754 | |
| 6 | AMP |
Ameriprise Financial Inc
|
478 | $219,287 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,824 | $207,370 |
All Filings in CEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,754 | 11,105 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $529,930 | 11,105 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $508,609 | 11,105 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $407,442 | 11,105 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $334,260 | 11,105 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $315,493 | 11,105 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $263,854 | 11,105 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $271,961 | 11,105 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $244,865 | 11,105 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $225,875 | 11,105 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $212,660 | 11,105 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $192,338 | 11,105 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $200,112 | 11,105 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $209,995 | 11,105 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $199,112 | 11,105 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $172,904 | 11,105 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $186,786 | 11,105 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $215,214 | 11,105 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $197,002 | 11,105 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $207,441 | 11,105 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $192,893 | 11,105 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $214,881 | 11,105 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $203,665 | 11,105 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||