Skip to main content

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

CEF holding history

Sprott Physical Gold & Silver Trust in every 13F filed by Castle 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 overviewAll 13F holders of CEFFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2022
Holdings of CEF by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,650−100.0%Sold outHolders
Q3 20223,650$57.0K<0.1%00.0%UnchangedHolders
Q2 20223,650$61.0K<0.1%–No prior filingHolders