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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$123,560
0.01% of portfolio
|
Q3 2024
Reduced 20.4%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,600
shares
|
$111,204
0.02% of portfolio
|
Q1 2021
Reduced 21.74%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,500
shares
|
$108,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,483
shares
|
$107,589
0.02% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,400
shares
|
$105,026
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,390
shares
|
$104,717
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,186
shares
|
$98,415
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,000
shares
|
$92,670
0.04% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$92,670
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$86,492
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,766
shares
|
$85,441
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,283
shares
|
$70,521
0.0% of portfolio
|
Q1 2025
Reduced 63.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,200
shares
|
$67,958
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,000
shares
|
$61,780
0.0% of portfolio
|
Q1 2025
Reduced 96.48%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$61,780
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,930
shares
|
$59,617
0.0% of portfolio
|
Q2 2020
Added 99.8%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,800
shares
|
$55,602
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
1,725
shares
|
$53,285
0.01% of portfolio
|
Q4 2024
Reduced 52.74%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,683
shares
|
$51,987
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,650
shares
|
$50,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,600
shares
|
$49,424
0.01% of portfolio
|
Q3 2023
Added 78.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,597
shares
|
$49,331
0.0% of portfolio
|
Q3 2023
Added 81.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$46,335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,500
shares
|
$46,335
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,400
shares
|
$43,246
0.01% of portfolio
|
Q2 2025
New holding
|