BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in CEF — Sprott Physical Gold & Silver Trust
CIK 911274
CANTON, OH
Position in CEF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$415,213
-$96,393 QoQ
Shares Held
10,321
-3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#258
of 444 holders
Holding Since
Mar 2025
6 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $1,823,960 across 5 Asset Management names. CEF ranks #3 (22.8% of the industry book) .
All Filings in CEF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,213 | 10,321 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $511,606 | 10,721 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $589,491 | 12,871 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $465,229 | 12,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $381,668 | 12,680 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $360,238 | 12,680 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||