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 367 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$264,100
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,832
shares
|
$259,663
0.01% of portfolio
|
Q2 2024
Added 9.67%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
9,600
shares
|
$253,536
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,550
shares
|
$252,215
0.02% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
9,325
shares
|
$246,273
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
9,201
shares
|
$242,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
9,146
shares
|
$241,545
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,122
shares
|
$240,912
0.0% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$239,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$237,690
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,882
shares
|
$234,573
0.01% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
8,818
shares
|
$232,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,645
shares
|
$228,314
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
8,577
shares
|
$226,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,553
shares
|
$225,884
0.07% of portfolio
|
Q1 2022
Reduced 94.06%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
8,523
shares
|
$225,092
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
8,470
shares
|
$223,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
8,432
shares
|
$222,689
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
8,380
shares
|
$221,315
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$211,280
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
7,982
shares
|
$210,804
0.13% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
7,480
shares
|
$197,546
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,330
shares
|
$193,585
0.0% of portfolio
|
Q3 2022
Added 38.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
7,245
shares
|
$191,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,033
shares
|
$185,741
0.0% of portfolio
|
Q4 2023
Reduced 26.03%
|