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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
9,262
shares
|
$286,103
0.01% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
9,210
shares
|
$284,496
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,146
shares
|
$282,519
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,000
shares
|
$278,010
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
9,000
shares
|
$278,010
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,818
shares
|
$272,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
8,750
shares
|
$270,287
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
8,645
shares
|
$267,044
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
8,577
shares
|
$264,943
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,553
shares
|
$264,202
0.07% of portfolio
|
Q1 2022
Reduced 94.06%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
8,380
shares
|
$258,858
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
8,223
shares
|
$254,008
0.12% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,184
shares
|
$252,803
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,182
shares
|
$252,741
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
8,145
shares
|
$251,599
0.24% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,005
shares
|
$247,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
7,982
shares
|
$246,563
0.16% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,924
shares
|
$244,772
0.05% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Aegis Financial Corp
Mc Lean, VA |
May 09, 2025 Q1 2025 |
7,892
shares
|
$243,783
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,842
shares
|
$242,239
0.0% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,823
shares
|
$241,652
0.02% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
7,675
shares
|
$237,080
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
7,585
shares
|
$234,300
0.01% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
7,530
shares
|
$232,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,450
shares
|
$230,130
0.0% of portfolio
|
Q1 2025
Reduced 11.83%
|