Skip to main content

4WEALTH ADVISORS, INC.

Position in CEF — Sprott Physical Gold & Silver Trust

CIK 2056676 Burr Ridge, IL

Position in CEF

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$712,030
-$125,408 QoQ
Shares Held
17,699
+0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#199
of 444 holders
Holding Since
Dec 2024
7 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, 2026

4WEALTH ADVISORS, INC. holds $712,030 across 1 Asset Management name. CEF ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CEF
Sprott Physical Gold & Silver Trust
This page
17,699 $712,030

All Filings in CEF

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $712,030 17,699
2026-03-31 $837,438 17,549
2025-12-31 $780,890 17,050
2025-09-30 $451,287 12,300
2025-06-30 $377,755 12,550
2025-03-31 $357,255 12,575
2024-12-31 $316,602 13,325