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 |
|---|---|---|---|---|---|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
79,277
shares
|
$2.45 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
78,444
shares
|
$2.42 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
St. James Investment Company, LLC
|
Apr 28, 2025 Q1 2025 |
77,530
shares
|
$2.39 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
77,339
shares
|
$2.39 Million
0.67% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
75,880
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
72,826
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Added 296.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
71,699
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.62%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
71,573
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
68,015
shares
|
$2.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 78.79%
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
67,065
shares
|
$2.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
65,255
shares
|
$2.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
65,241
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
64,863
shares
|
$2 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
64,852
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
64,063
shares
|
$1.98 Million
1.24% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
63,557
shares
|
$1.96 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
63,093
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
62,255
shares
|
$1.92 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
60,561
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
60,236
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
59,103
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
58,542
shares
|
$1.81 Million
2.31% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
57,463
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
57,399
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2021
Added 5.12%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
57,239
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.63%
|