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Simplicity Wealth,LLC → CEF

Simplicity Wealth,LLC CEF Position History

Sprott Physical Gold and Silver Trust • Basic Materials

Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$867K
Q4 2025$1.3M
Q1 2026$1.5M
Q2 2026$1.8M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M43.3K——
Q2 2026$1.8M45.6K——
Q1 2026$1.5M31.8K——
Q4 2025$1.3M27.6K——
Q3 2025$867K23.6K——

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