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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

CEF holding history

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

CEF overviewAll 13F holders of CEFFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of CEF by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−20,342−100.0%Sold outHolders
Q4 202420,342$483.3K0.1%00.0%UnchangedHolders
Q3 202420,342$498.2K0.1%−1,556−7.1%ReducedHolders
Q2 202421,898$482.9K0.1%00.0%UnchangedHolders
Q1 202421,898$445.4K<0.1%−3,884−15.1%ReducedHolders
Q4 202325,782$493.7K0.1%+1,464+6.0%AddedHolders
Q3 202324,318$421.2K0.1%−433−1.7%ReducedHolders
Q2 202324,751$446.0K0.1%−539−2.1%ReducedHolders
Q1 202325,290$478.2K0.1%00.0%UnchangedHolders
Q4 202225,290$453.4K0.1%00.0%UnchangedHolders
Q3 202225,290$394.0K0.1%00.0%UnchangedHolders
Q2 202225,290$425.0K0.1%+743+3.0%AddedHolders
Q1 202224,547$476.0K0.1%−15,907−39.3%ReducedHolders
Q4 202140,454$718.0K0.1%−68,419−62.8%ReducedHolders
Q3 2021108,873$1.86M0.3%+359+0.3%AddedHolders
Q2 2021108,514$2.03M0.3%+1,020+0.9%AddedHolders
Q1 2021107,494$1.87M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.