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 402 institutions that hold shares in the stock, with a total of 72.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
14,106
shares
|
$435,734
0.05% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
14,050
shares
|
$434,004
0.04% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
13,788
shares
|
$425,911
0.22% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
13,667
shares
|
$422,173
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
13,310
shares
|
$411,145
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
13,302
shares
|
$410,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,189
shares
|
$407,408
0.01% of portfolio
|
Q1 2025
Added 55.16%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
12,757
shares
|
$394,063
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
12,702
shares
|
$392,364
0.32% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
12,680
shares
|
$391,685
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
12,575
shares
|
$388,441
0.39% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
12,500
shares
|
$386,125
0.39% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
12,291
shares
|
$379,668
0.06% of portfolio
|
Q2 2021
Added 11.74%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
12,183
shares
|
$376,332
0.11% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
12,073
shares
|
$372,934
0.26% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,056
shares
|
$372,409
0.02% of portfolio
|
Q2 2023
Reduced 1.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$370,680
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,990
shares
|
$370,371
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,987
shares
|
$370,278
0.01% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
11,900
shares
|
$367,591
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
11,842
shares
|
$365,799
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
11,583
shares
|
$357,798
0.06% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,505
shares
|
$355,389
0.23% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,505
shares
|
$355,389
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,450
shares
|
$353,690
0.01% of portfolio
|
Q1 2025
New holding
|