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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
35,750
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Added 406.45%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
34,314
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
34,001
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
32,302
shares
|
$997,808
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
31,540
shares
|
$974,270
0.54% of portfolio
|
Q1 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,495
shares
|
$972,880
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Oppenheimer & Close, LLC
|
Apr 29, 2025 Q1 2025 |
31,055
shares
|
$959,288
0.87% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
30,528
shares
|
$943,009
0.05% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,416
shares
|
$939,550
0.05% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
30,080
shares
|
$929,171
0.21% of portfolio
|
Q1 2025
Added 129.25%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
30,000
shares
|
$926,700
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
29,458
shares
|
$909,957
0.06% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
28,723
shares
|
$887,253
0.01% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
28,610
shares
|
$883,762
0.24% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,306
shares
|
$874,372
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
28,100
shares
|
$868,009
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,688
shares
|
$855,282
0.03% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,053
shares
|
$835,667
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
26,961
shares
|
$832,825
0.05% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
26,932
shares
|
$831,929
0.01% of portfolio
|
Q1 2025
Added 8877.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
26,597
shares
|
$821,581
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
26,243
shares
|
$810,646
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
25,850
shares
|
$798,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
25,646
shares
|
$792,204
0.71% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
25,078
shares
|
$774,659
0.07% of portfolio
|
Q2 2024
Added 6.92%
|