A detailed history of Peak Financial Management, Inc. transactions in Sprott Physical Gold & Silver Trust stock. As of the latest transaction made, Peak Financial Management, Inc. holds 77,550 shares of CEF stock, worth $1.91 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
77,550
Previous 77,550 -0.0%
Holding current value
$1.91 Million
Previous $1.71 Million 11.12%
% of portfolio
0.56%
Previous 0.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$20.52 - $23.43 $10,260 - $11,715
-500 Reduced 0.64%
77,550 $1.71 Million
Q4 2023

Jan 18, 2024

SELL
$16.83 - $19.58 $19,102 - $22,223
-1,135 Reduced 1.43%
78,050 $1.49 Million
Q3 2023

Oct 24, 2023

SELL
$17.32 - $18.93 $4,849 - $5,300
-280 Reduced 0.35%
79,185 $1.37 Million
Q2 2023

Jul 26, 2023

SELL
$17.87 - $19.91 $45,300 - $50,471
-2,535 Reduced 3.09%
79,465 $1.43 Million
Q1 2023

Apr 24, 2023

SELL
$16.6 - $18.91 $2,241 - $2,552
-135 Reduced 0.16%
82,000 $1.55 Million
Q4 2022

Jan 27, 2023

BUY
$15.22 - $18.11 $7,016 - $8,348
461 Added 0.56%
82,135 $1.47 Million
Q3 2022

Oct 28, 2022

SELL
$15.13 - $17.02 $84,849 - $95,448
-5,608 Reduced 6.43%
81,674 $1.27 Million
Q2 2022

Jul 29, 2022

SELL
$16.82 - $19.97 $7,905 - $9,385
-470 Reduced 0.54%
87,282 $1.47 Million
Q1 2022

Apr 20, 2022

SELL
$17.24 - $20.34 $60,253 - $71,088
-3,495 Reduced 3.83%
87,752 $1.7 Million
Q4 2021

Jan 27, 2022

BUY
$16.94 - $18.75 $194,471 - $215,250
11,480 Added 14.39%
91,247 $1.62 Million
Q3 2021

Oct 19, 2021

BUY
$16.82 - $19.18 $10,697 - $12,198
636 Added 0.8%
79,767 $1.37 Million
Q2 2021

Aug 04, 2021

SELL
$17.66 - $20.3 $17,660 - $20,300
-1,000 Reduced 1.25%
79,131 $1.48 Million
Q1 2021

Apr 29, 2021

BUY
$17.05 - $20.07 $12,531 - $14,751
735 Added 0.93%
80,131 $1.39 Million
Q4 2020

Jan 26, 2021

SELL
$17.31 - $19.52 $88,194 - $99,454
-5,095 Reduced 6.03%
79,396 $1.54 Million
Q2 2020

Aug 06, 2020

SELL
$14.52 - $16.9 $181,137 - $210,827
-12,475 Reduced 12.87%
84,491 $1.43 Million
Q1 2020

Apr 29, 2020

SELL
$12.49 - $15.95 $217,001 - $277,115
-17,374 Reduced 15.2%
96,966 $1.42 Million
Q3 2019

Oct 29, 2019

BUY
$13.05 - $15.54 $30,537 - $36,363
2,340 Added 2.09%
114,340 $1.62 Million
Q4 2018

Jan 30, 2019

BUY
$11.51 - $12.54 $1.29 Million - $1.4 Million
112,000 New
112,000 $1.4 Million

Others Institutions Holding CEF

About Sprott Physical Gold & Silver Trust


  • Ticker CEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Physical Gold and Silver Trust is an exchange traded commodity launched and managed by Sprott Asset Management, LP. The fund invests in commodity markets. It invests in London Good Delivery physical gold and silver bullion. Sprott Physical Gold and Silver Trust was formed on October 26, 2017 and is domiciled in Canada.
More about CEF
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.