INSPIRION WEALTH ADVISORS, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1633448
LIBERTYVILLE, IL
Position in CEF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,722,846
-$827,665 QoQ
Shares Held
67,682
-9.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#103
of 445 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INSPIRION WEALTH ADVISORS, LLC holds $3,235,065 across 3 Asset Management names. CEF ranks #1 (84.2% of the industry book) .
All Filings in CEF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722,846 | 67,682 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,550,511 | 74,403 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,106,110 | 67,819 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,052,181 | 55,933 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,722,893 | 57,239 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,636,529 | 57,604 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,308,914 | 55,089 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,369,799 | 55,933 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,226,575 | 55,627 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,131,798 | 55,644 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,059,799 | 55,342 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $964,966 | 55,714 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,058,963 | 58,766 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,114,139 | 58,918 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,054,947 | 58,837 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $940,895 | 60,430 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,018,333 | 60,543 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,115,725 | 57,571 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $753,719 | 42,487 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $1,112,543 | 59,558 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $709,859 | 40,867 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $348,241 | 17,997 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||