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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
735KNew |
$17.7M - $20.9M
|
735K
$22.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
426K+ 21.3% |
$10.3M - $12.1M
|
2.43M
$73.9M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
369K+ 38.37% |
$8.89M - $10.5M
|
1.33M
$40.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
262KNew |
$6.31M - $7.44M
|
262K
$7.97M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
248K+ 11.67% |
$5.99M - $7.06M
|
2.38M
$72.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 6.42% |
$4.56M - $5.37M
|
3.13M
$95.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 40.18% |
$3.66M - $4.31M
|
530K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
135K+ 3.9% |
$3.25M - $3.83M
|
3.59M
$109M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
132K+ 153.07% |
$3.19M - $3.75M
|
218K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
107K+ 36.01% |
$2.57M - $3.03M
|
403K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
95.7K+ 1.8% |
$2.31M - $2.72M
|
5.42M
$165M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
89.9K+ 742.25% |
$2.17M - $2.56M
|
102K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 14.08% |
$1.94M - $2.29M
|
654K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
79.3KNew |
$1.91M - $2.25M
|
79.3K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
76K+ 14.89% |
$1.83M - $2.16M
|
586K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.6K+ 47.6% |
$1.65M - $1.95M
|
213K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61.8K+ 22.4% |
$1.49M - $1.76M
|
338K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
59.8K+ 16.77% |
$1.44M - $1.7M
|
416K
$12.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.8K+ 2741.0% |
$1.32M - $1.56M
|
56.8K
$1.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.6K+ 2335.96% |
$1.32M - $1.55M
|
57K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.5K+ 296.66% |
$1.31M - $1.55M
|
72.8K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
51.8K+ 138.37% |
$1.25M - $1.47M
|
89.2K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.3K+ 10.56% |
$1.19M - $1.4M
|
516K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
45.3K+ 95.14% |
$1.09M - $1.29M
|
93K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40.6K+ 12.94% |
$978K - $1.15M
|
354K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
38.5K+ 209.39% |
$928K - $1.09M
|
56.9K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33K+ 7.69% |
$795K - $937K
|
462K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.2K+ 274.56% |
$776K - $914K
|
43.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 31.35% |
$702K - $827K
|
122K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
28.7K+ 406.45% |
$692K - $815K
|
35.8K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.1KNew |
$677K - $798K
|
28.1K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.6K+ 8877.33% |
$642K - $757K
|
26.9K
$820K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.1K+ 29.56% |
$604K - $712K
|
110K
$3.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.9K+ 0.3% |
$576K - $679K
|
7.91M
$241M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
23.2K+ 6.17% |
$560K - $660K
|
400K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17K+ 56.4% |
$410K - $483K
|
47.1K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
17K+ 129.25% |
$409K - $482K
|
30.1K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.3K+ 1.38% |
$394K - $464K
|
1.2M
$36.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.2KNew |
$390K - $460K
|
16.2K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3K+ 1.11% |
$368K - $433K
|
1.39M
$42.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7KNew |
$355K - $418K
|
14.7K
$448K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
13.9K+ 3.84% |
$336K - $396K
|
376K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.4K+ 11.08% |
$322K - $380K
|
134K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.3KNew |
$321K - $378K
|
13.3K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$306K - $360K
|
12.7K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
11.9KNew |
$287K - $338K
|
11.9K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 8.87% |
$278K - $327K
|
141K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.5KNew |
$277K - $327K
|
11.5K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.5KNew |
$276K - $325K
|
11.5K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.2KNew |
$270K - $318K
|
11.2K
$341K
|