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Robertson Stephens Wealth Management, LLC → CEF

Robertson Stephens Wealth Management, LLC CEF Position History

Sprott Physical Gold and Silver Trust • Basic Materials

Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.7M
Q4 2025$4.6M
Q1 2026$5.3M
Q2 2026$4.4M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M136.9K——
Q2 2026$4.4M110.5K——
Q1 2026$5.3M110.4K——
Q4 2025$4.6M100.2K——
Q3 2025$3.7M100.2K——

Other funds holding CEF

Other Robertson Stephens Wealth Management, LLC positions

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VGES

VANGUARD TAX-MANAGED FDS

$221.7M