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 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5K+ 1.99% |
$121K - $142K
|
256K
$7.48M
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.74K+ 7.3% |
$65.9K - $77.7K
|
40.2K
$1.17M
|
|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.04K+ 5.31% |
$25K - $29.5K
|
20.6K
$600K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1K+ 8.7% |
$24.1K - $28.4K
|
12.5K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
958+ 0.58% |
$23.1K - $27.2K
|
165K
$4.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
900+ 1.87% |
$21.7K - $25.6K
|
49K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
800+ 4.86% |
$19.3K - $22.7K
|
17.3K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
792+ 9.35% |
$19.1K - $22.5K
|
9.26K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
770+ 5.72% |
$18.6K - $21.9K
|
14.2K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
641+ 2.68% |
$15.5K - $18.2K
|
24.5K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
626+ 35.59% |
$15.1K - $17.8K
|
2.39K
$69.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
580+ 5.31% |
$14K - $16.5K
|
11.5K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
485+ 1.27% |
$11.7K - $13.8K
|
38.8K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
344+ 0.59% |
$8.29K - $9.77K
|
59.1K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$7.23K - $8.52K
|
300
$8.76K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
273+ 2.99% |
$6.58K - $7.76K
|
9.4K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
207New |
$4.99K - $5.88K
|
207
$6.04K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
202+ 6.77% |
$4.87K - $5.74K
|
3.19K
$93K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 0.46% |
$3.5K - $4.12K
|
31.5K
$919K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
129+ 0.51% |
$3.11K - $3.66K
|
25.6K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
111+ 0.93% |
$2.68K - $3.15K
|
12K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.36% |
$1.21K - $1.42K
|
13.9K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.12% |
$193 - $227
|
6.74K
$197K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-13- 0.08% |
$313 - $369
|
15.8K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$603 - $710
|
28.3K
$826K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-30- 0.06% |
$723 - $852
|
46.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-67- 0.6% |
$1.62K - $1.9K
|
11.2K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74- 2.08% |
$1.78K - $2.1K
|
3.48K
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-150- 10.71% |
$3.62K - $4.26K
|
1.25K
$36.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-299- 0.83% |
$7.21K - $8.49K
|
35.9K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-300- 3.52% |
$7.23K - $8.52K
|
8.22K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-306- 8.26% |
$7.38K - $8.69K
|
3.4K
$99.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$9.64K - $11.4K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-450- 0.69% |
$10.8K - $12.8K
|
64.9K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-508- 6.02% |
$12.2K - $14.4K
|
7.92K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-550- 5.5% |
$13.3K - $15.6K
|
9.45K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-563- 0.49% |
$13.6K - $16K
|
113K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-571- 0.53% |
$13.8K - $16.2K
|
107K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-623- 3.05% |
$15K - $17.7K
|
19.8K
$577K
|