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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,400
shares
|
$43,246
0.02% of portfolio
|
Q4 2024
Reduced 53.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,400
shares
|
$43,246
0.0% of portfolio
|
Q4 2023
Added 250.0%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
1,400
shares
|
$43,246
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,384
shares
|
$42,751
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,272
shares
|
$39,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,250
shares
|
$38,612
0.03% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,111
shares
|
$34,318
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,025
shares
|
$31,662
0.01% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$30,890
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$30,890
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$30,890
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$30,890
0.01% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,000
shares
|
$30,890
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
900
shares
|
$27,801
0.01% of portfolio
|
Q3 2021
Added 5900.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
808
shares
|
$24,959
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
800
shares
|
$24,712
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
800
shares
|
$24,712
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
710
shares
|
$21,931
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
650
shares
|
$20,078
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
550
shares
|
$16,989
0.0% of portfolio
|
Q1 2021
Reduced 62.07%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
545
shares
|
$16,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
543
shares
|
$16,773
0.0% of portfolio
|
Q1 2025
Reduced 81.45%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
539
shares
|
$16,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
450
shares
|
$13,900
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
450
shares
|
$13,900
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|