Purchases and Sales Made in Q1 2025 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q1 2025. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
426K+ 21.3% |
$10.3M - $12.1M
|
2.43M
$70.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
132K+ 153.07% |
$3.19M - $3.75M
|
218K
$6.38M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
107K+ 36.01% |
$2.57M - $3.03M
|
403K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
95.7K+ 1.8% |
$2.31M - $2.72M
|
5.42M
$158M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 14.08% |
$1.94M - $2.29M
|
654K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.6K+ 47.6% |
$1.65M - $1.95M
|
213K
$6.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
59.8K+ 16.77% |
$1.44M - $1.7M
|
416K
$12.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.8K+ 2741.0% |
$1.32M - $1.56M
|
56.8K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.5K+ 296.66% |
$1.31M - $1.55M
|
72.8K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
51.8K+ 138.37% |
$1.25M - $1.47M
|
89.2K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
45.3K+ 95.14% |
$1.09M - $1.29M
|
93K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40.6K+ 12.94% |
$978K - $1.15M
|
354K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
38.5K+ 209.39% |
$928K - $1.09M
|
56.9K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.1KNew |
$677K - $798K
|
28.1K
$820K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.6K+ 8877.33% |
$642K - $757K
|
26.9K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.1K+ 29.56% |
$604K - $712K
|
110K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.9K+ 0.3% |
$576K - $679K
|
7.91M
$231M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.2KNew |
$390K - $460K
|
16.2K
$472K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7KNew |
$355K - $418K
|
14.7K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$306K - $360K
|
12.7K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
11.9KNew |
$287K - $338K
|
11.9K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.5KNew |
$276K - $325K
|
11.5K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
10.6KNew |
$255K - $300K
|
10.6K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
9.67KNew |
$233K - $275K
|
9.67K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
9.62K+ 65.81% |
$232K - $273K
|
24.2K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.45KNew |
$228K - $268K
|
9.45K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.44K+ 1707.41% |
$228K - $268K
|
10K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.21KNew |
$222K - $262K
|
9.21K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
9KNew |
$217K - $256K
|
9K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.18KNew |
$197K - $233K
|
8.18K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.68KNew |
$185K - $218K
|
7.68K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.43KNew |
$179K - $211K
|
7.43K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
7.35KNew |
$177K - $209K
|
7.35K
$215K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
7.16KNew |
$173K - $203K
|
7.16K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.86K+ 114316.67% |
$165K - $195K
|
6.87K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.39K+ 2.23% |
$154K - $182K
|
293K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.87K+ 5.92% |
$142K - $167K
|
105K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.62K+ 17.06% |
$136K - $160K
|
38.6K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.93K+ 6.51% |
$119K - $140K
|
80.6K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.4K+ 7.85% |
$106K - $125K
|
60.4K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4K+ 36.81% |
$96.5K - $114K
|
14.9K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.93K+ 6.98% |
$94.7K - $112K
|
60.2K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.04K+ 3.64% |
$73.3K - $86.4K
|
86.5K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
3.03K+ 11.01% |
$73K - $86K
|
30.5K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 4.57% |
$60.6K - $71.5K
|
57.6K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.84K+ 12.3% |
$44.3K - $52.2K
|
16.8K
$490K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.33K+ 9.63% |
$31.9K - $37.6K
|
15.1K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 10.75% |
$30.1K - $35.5K
|
12.9K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.33% |
$28.5K - $33.6K
|
359K
$10.5M
|