Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CEF holding history

Sprott Physical Gold & Silver Trust in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEF overview All 13F holders of CEF Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q2 2021

Holdings of CEF by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−400−100.0%	Sold out	Holders
Q4 2025	400	$18.3K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	400	$14.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	400	$12.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	400	$11.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	400	$9.50K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	400	$9.80K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	400	$8.82K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	400	$8.14K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	400	$7.66K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	400	$6.93K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	400	$7.21K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	400	$7.56K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	400	$7.17K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	400	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	400	$7.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	400	$8.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	400	$7.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	400	$7.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	400	$7.00K	<0.1%	+400	New	Holders