IAG Wealth Partners, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1827261
Waukesha, WI
Position in CEF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,230
-$7,490 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#407
of 444 holders
Holding Since
Mar 2020
25 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, 2026IAG Wealth Partners, LLC holds $73,061 across 5 Asset Management names. CEF ranks #1 (55.1% of the industry book) .
All Filings in CEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,230 | 1,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $47,720 | 1,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $45,800 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,690 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,100 | 1,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,410 | 1,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $23,760 | 1,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,490 | 1,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22,050 | 1,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $20,340 | 1,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,150 | 1,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,320 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,020 | 1,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,910 | 1,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $17,930 | 1,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,570 | 1,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $16,820 | 1,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $19,380 | 1,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,740 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $18,680 | 1,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,370 | 1,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $19,350 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,340 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $16,900 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $14,620 | 1,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||