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TrustWell Financial Advisors, LLC → CEF
TrustWell Financial Advisors, LLC CEF Position History
Sprott Physical Gold and Silver Trust • Basic Materials
Quarters held
4
Latest value
$7.5M
Q3 2026
Peak value
$10.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.5M |
| Q1 2026 | $8.7M |
| Q2 2026 | $7.3M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 179.4K | — | — |
| Q2 2026 | $7.3M | 180.3K | — | — |
| Q1 2026 | $8.7M | 183.0K | — | — |
| Q4 2025 | $10.5M | 228.4K | — | — |