Crown Wealth Group, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1845698
Charlotte, NC
Position in CEF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$369,432
-$82,858 QoQ
Shares Held
9,183
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#270
of 444 holders
Holding Since
Mar 2022
12 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, 2026Crown Wealth Group, LLC holds $1,695,374 across 3 Asset Management names. CEF ranks #2 (21.8% of the industry book) .
All Filings in CEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,432 | 9,183 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $452,290 | 9,478 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $516,532 | 11,278 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $400,838 | 10,925 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $337,691 | 11,219 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $342,226 | 12,046 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $544,080 | 22,899 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,178,458 | 48,120 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $205,395 | 9,315 | Shares | Sole | 2024-07-26 | |
| 2023-09-30 | $197,361 | 11,395 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $354,597 | 19,678 | Shares | Sole | 2023-07-25 | |
| 2022-03-31 | $1,181,695 | 60,975 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||