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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,827
shares
|
$74,661
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
2,766
shares
|
$73,050
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,200
shares
|
$58,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,000
shares
|
$52,820
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,000
shares
|
$52,820
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,930
shares
|
$50,971
0.0% of portfolio
|
Q2 2020
Added 99.8%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,800
shares
|
$47,538
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,759
shares
|
$46,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,683
shares
|
$44,448
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,654
shares
|
$43,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,600
shares
|
$42,256
0.01% of portfolio
|
Q3 2023
Added 78.57%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,597
shares
|
$42,176
0.0% of portfolio
|
Q3 2023
Added 81.4%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$39,615
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$39,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$36,974
0.02% of portfolio
|
Q4 2024
Reduced 53.18%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,400
shares
|
$36,974
0.0% of portfolio
|
Q4 2023
Added 250.0%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$36,974
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,384
shares
|
$36,551
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,313
shares
|
$34,676
0.0% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,120
shares
|
$29,579
0.0% of portfolio
|
Q4 2023
Added 27.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,111
shares
|
$29,341
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,106
shares
|
$29,209
0.01% of portfolio
|
Q4 2024
Reduced 39.66%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,025
shares
|
$27,070
0.01% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$26,410
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$26,410
0.0% of portfolio
|
Q3 2024
New holding
|