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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
21,100
shares
|
$822,900
0.25% of portfolio
|
Q1 2024
Added 31.06%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
21,065
shares
|
$821,535
0.08% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,841
shares
|
$812,799
0.0% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
20,703
shares
|
$807,417
0.04% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,634
shares
|
$804,726
0.1% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
20,460
shares
|
$797,940
0.51% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
20,000
shares
|
$780,000
0.03% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,599
shares
|
$725,361
0.11% of portfolio
|
Q3 2025
Added 31.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,236
shares
|
$711,204
0.0% of portfolio
|
Q3 2025
Added 1807.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,005
shares
|
$702,195
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
18,005
shares
|
$702,195
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
17,648
shares
|
$688,272
0.07% of portfolio
|
Q4 2025
Added 110.92%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
17,615
shares
|
$686,985
0.0% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
17,513
shares
|
$683,007
0.43% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,296
shares
|
$674,544
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
17,251
shares
|
$672,789
0.11% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
17,148
shares
|
$668,772
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
16,941
shares
|
$660,699
0.16% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
16,490
shares
|
$643,110
0.24% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,397
shares
|
$639,483
0.01% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
16,358
shares
|
$637,962
0.14% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
15,572
shares
|
$607,308
0.02% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
15,140
shares
|
$590,460
0.24% of portfolio
|
Q1 2023
Reduced 24.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$585,000
0.01% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
14,855
shares
|
$579,345
0.21% of portfolio
|
Q3 2025
Reduced 4.78%
|
|