ATTICUS WEALTH MANAGEMENT, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1800234
Palm Beach Gardens, FL
Position in CEF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$724,542
-$105,213 QoQ
Shares Held
18,010
+3.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#197
of 445 holders
Holding Since
Jun 2025
5 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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $1,177,351 across 2 Asset Management names. CEF ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
This page
|
18,010 | $724,542 | |
| 2 | ARES |
Ares Management Corp
|
4,068 | $452,809 |
All Filings in CEF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,542 | 18,010 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $829,755 | 17,388 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $558,302 | 12,190 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $291,281 | 7,939 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $126,570 | 4,205 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||