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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
261,726
shares
|
$8.08 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
256,127
shares
|
$7.91 Million
0.14% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
245,923
shares
|
$7.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
240,527
shares
|
$7.43 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
237,789
shares
|
$7.35 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
232,550
shares
|
$7.18 Million
4.35% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
232,371
shares
|
$7.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
218,456
shares
|
$6.75 Million
0.22% of portfolio
|
Q1 2025
Added 153.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
208,708
shares
|
$6.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
201,593
shares
|
$6.23 Million
0.17% of portfolio
|
Q1 2025
Reduced 79.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
194,982
shares
|
$6.02 Million
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
192,464
shares
|
$5.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
188,831
shares
|
$5.83 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
183,766
shares
|
$5.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
179,597
shares
|
$5.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
165,248
shares
|
$5.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
161,592
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
155,365
shares
|
$4.8 Million
0.12% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
153,976
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
149,592
shares
|
$4.62 Million
0.24% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
147,225
shares
|
$4.55 Million
1.14% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
141,491
shares
|
$4.37 Million
0.0% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
141,400
shares
|
$4.37 Million
1.26% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
138,978
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
134,000
shares
|
$4.14 Million
0.03% of portfolio
|
Q1 2025
Added 11.08%
|