Spire Wealth Management Decreases Stake in Sprott Physical Gold and Silver Trust $CEF

Key Points

• Spire Wealth Management cut its stake by 30.9% in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF) in Q4, selling 27,718 shares and retaining 61,927 shares valued at about $2.836 million.
• Several other institutions increased or opened positions — notably Camelot Technology Advisors (+50.5% to 34,479 shares), Dakota Wealth Management (+37.6% to 30,255 shares), and Schaper Benz & Wise (+51.5% to 14,125 shares) — while Capital Investment Advisors and Sax Wealth initiated new stakes.
• CEF trades around $45.29 (50‑day MA $51.66, 200‑day MA $44.67; 1‑year range $26.01–$61.38) and provides direct exposure to physical gold and silver bullion via allocated London Good Delivery bars.

Spire Wealth Management cut its stake in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF - Free Report) by 30.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,927 shares of the company's stock after selling 27,718 shares during the period. Spire Wealth Management's holdings in Sprott Physical Gold and Silver Trust were worth $2,836,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Camelot Technology Advisors Inc. lifted its stake in shares of Sprott Physical Gold and Silver Trust by 50.5% during the fourth quarter. Camelot Technology Advisors Inc. now owns 34,479 shares of the company's stock worth $1,579,000 after buying an additional 11,572 shares during the period. Capital Investment Advisors LLC purchased a new stake in shares of Sprott Physical Gold and Silver Trust during the fourth quarter valued at $235,000. Dakota Wealth Management increased its position in shares of Sprott Physical Gold and Silver Trust by 37.6% in the 4th quarter. Dakota Wealth Management now owns 30,255 shares of the company's stock valued at $1,386,000 after acquiring an additional 8,269 shares during the period. Sax Wealth Advisors LLC purchased a new position in Sprott Physical Gold and Silver Trust in the 4th quarter worth $226,000. Finally, Schaper Benz & Wise Investment Counsel Inc. WI raised its stake in Sprott Physical Gold and Silver Trust by 51.5% in the 4th quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 14,125 shares of the company's stock worth $647,000 after acquiring an additional 4,800 shares during the last quarter.

Sprott Physical Gold and Silver Trust Price Performance

Shares of CEF opened at $45.29 on Monday. The stock has a 50-day moving average of $51.66 and a two-hundred day moving average of $44.67. Sprott Physical Gold and Silver Trust has a one year low of $26.01 and a one year high of $61.38.

Sprott Physical Gold and Silver Trust Profile

The Sprott Physical Gold and Silver Trust NYSEAMERICAN: CEF is a closed-end investment trust that provides investors with direct exposure to physical gold and silver bullion. Established in 2019 and sponsored by Sprott Asset Management, the trust holds allocated London Good Delivery gold bars and London Silver Fix silver bars in secure vaults, offering a transparent alternative to traditional equity- or futures-based precious metals vehicles. Each trust unit represents a proportional interest in the bullion holdings, and investors gain ownership of the underlying metal without assuming the logistics of purchase, storage, or insurance.

To maintain its inventory, the trust purchases bullion through approved bullion dealers and London bullion market participants.

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