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Wealthcare Advisory Partners LLC → CEF
Wealthcare Advisory Partners LLC CEF Position History
Sprott Physical Gold and Silver Trust • Basic Materials
Quarters held
5
Latest value
$3.5M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $1.9M |
| Q1 2026 | $4.5M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 83.5K | — | — |
| Q2 2026 | $3.2M | 79.9K | — | — |
| Q1 2026 | $4.5M | 94.8K | — | — |
| Q4 2025 | $1.9M | 41.8K | — | — |
| Q3 2025 | $2.4M | 64.5K | — | — |