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 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-635- 9.72% |
$15.3K - $18K
|
5.9K
$172K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-689- 0.63% |
$16.6K - $19.6K
|
109K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-700- 7.88% |
$16.9K - $19.9K
|
8.18K
$239K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 5.63% |
$18.1K - $21.3K
|
12.6K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-900- 5.2% |
$21.7K - $25.6K
|
16.4K
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-1K- 4.83% |
$24.1K - $28.4K
|
19.7K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 11.83% |
$24.1K - $28.4K
|
7.45K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.02K- 0.57% |
$24.6K - $29K
|
180K
$5.24M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 2.92% |
$26.3K - $30.9K
|
36.2K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 6.72% |
$27.4K - $32.3K
|
15.8K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 13.07% |
$28.4K - $33.4K
|
7.82K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.54% |
$31.4K - $37K
|
83.3K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.5K- 16.51% |
$36.2K - $42.6K
|
7.59K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.75K- 2.21% |
$42.2K - $49.7K
|
77.5K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.85K- 8.46% |
$44.6K - $52.5K
|
20K
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 0.95% |
$54.9K - $64.6K
|
238K
$6.94M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.29K- 17.15% |
$55.2K - $65.1K
|
11.1K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.38K- 81.45% |
$57.5K - $67.7K
|
543
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.43K- 12.42% |
$58.5K - $68.9K
|
17.1K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 5.97% |
$59.1K - $69.7K
|
38.7K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.55K- 1.31% |
$61.5K - $72.4K
|
192K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.4K- 8.52% |
$106K - $125K
|
47.2K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-5.03K- 1.55% |
$121K - $143K
|
320K
$9.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.17K- 34.45% |
$149K - $175K
|
11.7K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-6.33K- 4.28% |
$153K - $180K
|
141K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 15.74% |
$169K - $199K
|
37.5K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.1K- 9.81% |
$171K - $202K
|
65.3K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.77K- 1.73% |
$187K - $221K
|
441K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-9.9K- 1.94% |
$239K - $281K
|
499K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 3.53% |
$242K - $285K
|
274K
$8M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10.6K- 11.45% |
$255K - $301K
|
81.8K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-10.9K- 47.4% |
$262K - $308K
|
12K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12K- 4.65% |
$289K - $341K
|
246K
$7.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-27.2K- 7.82% |
$656K - $772K
|
321K
$9.36M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-28.9K- 80.21% |
$697K - $822K
|
7.13K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-32.4K- 8.44% |
$782K - $921K
|
352K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-39.5K- 43.56% |
$953K - $1.12M
|
51.2K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-41.4K- 9.1% |
$997K - $1.18M
|
413K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54.8K- 96.48% |
$1.32M - $1.56M
|
2K
$58.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.1K- 11.82% |
$1.52M - $1.79M
|
470K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-700K- 65.88% |
$16.9M - $19.9M
|
363K
$10.6M
|