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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
400
shares
|
$12,356
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$12,356
0.0% of portfolio
|
Q3 2024
Reduced 59.27%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
328
shares
|
$10,131
0.0% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$9,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
274
shares
|
$8,463
0.0% of portfolio
|
Q2 2025
Reduced 98.03%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
255
shares
|
$7,876
0.01% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
250
shares
|
$7,722
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
250
shares
|
$7,722
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
230
shares
|
$7,104
0.0% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
207
shares
|
$6,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$6,178
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$6,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$6,178
0.0% of portfolio
|
Q3 2022
Reduced 65.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
194
shares
|
$5,992
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
175
shares
|
$5,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
125
shares
|
$3,861
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
104
shares
|
$3,212
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
95
shares
|
$2,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
66
shares
|
$2,038
0.0% of portfolio
|
Q2 2023
Reduced 99.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
65
shares
|
$2,007
0.0% of portfolio
|
Q2 2021
Reduced 93.9%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$1,544
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
45
shares
|
$1,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
42
shares
|
$1,297
0.0% of portfolio
|
Q2 2024
Reduced 97.94%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
8
shares
|
$247
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4
shares
|
$123
0.0% of portfolio
|
Q4 2024
New holding
|