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 441 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
57,485
shares
|
$2.24 Million
2.52% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
57,463
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
57,399
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2021
Added 5.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
56,980
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
55,933
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
53,845
shares
|
$2.1 Million
0.26% of portfolio
|
Q4 2023
Added 6.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,710
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 72.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
51,684
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
50,167
shares
|
$1.96 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
48,069
shares
|
$1.87 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,455
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
47,152
shares
|
$1.84 Million
1.08% of portfolio
|
Q2 2025
Added 94.56%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
46,655
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
46,272
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
45,620
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
45,566
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
45,291
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.52%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
44,599
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 69.83%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
44,180
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2022
Added 2.2%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
43,872
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
43,173
shares
|
$1.68 Million
0.89% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
42,909
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
42,900
shares
|
$1.67 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
42,865
shares
|
$1.67 Million
0.36% of portfolio
|
Q2 2022
Added 0.47%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
41,493
shares
|
$1.62 Million
0.27% of portfolio
|
Q4 2023
Added 2.67%
|
|