CEF — SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

Ownership history in SOA Wealth Advisors, LLC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 30 — — 0.00% $1K $36.69
% of Fund (quarterly)    CEF price (monthly, adj. close)

Other funds also holding CEF

As of 2025 Q4 — sorted by position size

Inlight Wealth Management, LLC 6.69% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 6.15% Cadence Wealth Management LLC 3Y 5.19% PYA Waltman Capital, LLC 3Y 4.42% INTREPID CAPITAL MANAGEMENT INC 3Y 7Y 3.9% Bleakley Financial Group, LLC 3Y 3.86% Cheviot Value Management, LLC 3Y 7Y 3.64% Sonoma Private Wealth LLC 3Y 3.34% New Harbor Financial Group, LLC 3Y 7Y 2.9% MATAURO, LLC 2.75%
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