EverSource Wealth Advisors, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1710537
BIRMINGHAM, AL
Position in CEF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,390,226
+$232,677 QoQ
Shares Held
29,133
+15.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CEF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,897,485 across 133 Asset Management names. CEF ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
260,401 | $29,013,874 | |
| 2 | KKR |
KKR & Co. Inc.
|
115,809 | $10,712,330 | |
| 3 | BX |
Blackstone Inc.
|
62,997 | $7,244,019 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
137,018 | $3,341,869 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
This page
|
29,133 | $1,390,226 | |
| 7 | BLK |
BlackRock, Inc.
|
1,326 | $1,275,221 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,308 | $1,025,670 |
All Filings in CEF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,390,226 | 29,133 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,157,549 | 25,274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,115,963 | 30,416 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $915,521 | 30,416 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $864,118 | 30,416 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $722,684 | 30,416 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $744,887 | 30,416 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $431,716 | 19,579 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $398,236 | 19,579 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||