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Peak Financial Management, Inc. → CEF
Peak Financial Management, Inc. CEF Position History
Sprott Physical Gold and Silver Trust • Basic Materials
Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 74.5K | — | — |
| Q2 2026 | $3M | 74.8K | — | — |
| Q1 2026 | $3.6M | 75.0K | — | — |
| Q4 2025 | $3.5M | 76.7K | — | — |