Institutional Ownership Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
11,274
shares
|
$291,320
0.01% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,230
shares
|
$290,183
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
11,105
shares
|
$286,953
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
11,000
shares
|
$284,240
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,925
shares
|
$282,302
0.17% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
10,872
shares
|
$280,932
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,720
shares
|
$277,004
0.0% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,701
shares
|
$276,513
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
10,701
shares
|
$276,513
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,651
shares
|
$275,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
10,635
shares
|
$274,808
0.03% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,606
shares
|
$274,059
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
10,595
shares
|
$273,774
0.06% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,511
shares
|
$271,604
0.0% of portfolio
|
Q3 2024
Reduced 60.59%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,419
shares
|
$269,226
0.01% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
10,360
shares
|
$267,702
0.06% of portfolio
|
Q1 2024
Reduced 60.55%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
10,126
shares
|
$261,655
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
10,021
shares
|
$258,942
0.15% of portfolio
|
Q4 2023
Added 11.17%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$258,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$258,400
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,832
shares
|
$254,058
0.01% of portfolio
|
Q2 2024
Added 9.67%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
9,695
shares
|
$250,518
0.37% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,550
shares
|
$246,772
0.02% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
9,325
shares
|
$240,958
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
9,201
shares
|
$237,753
0.0% of portfolio
|
Q3 2024
New holding
|