Wescott Financial Advisory Group, LLC
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 1864880
Philadelphia, PA
Position in CEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$229,753
-$42,775 QoQ
Shares Held
5,711
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#342
of 444 holders
Holding Since
Sep 2025
4 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, 2026Wescott Financial Advisory Group, LLC holds $735,775 across 3 Asset Management names. CEF ranks #2 (31.2% of the industry book) .
All Filings in CEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,753 | 5,711 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $272,528 | 5,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $261,563 | 5,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $209,536 | 5,711 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||