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 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.33K+ 9.63% |
$31.9K - $37.6K
|
15.1K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.28K+ 2.04% |
$30.9K - $36.5K
|
64.1K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.27KNew |
$30.7K - $36.1K
|
1.27K
$38.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 10.75% |
$30.1K - $35.5K
|
12.9K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 0.64% |
$29.8K - $35.1K
|
195K
$5.94M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.33% |
$28.5K - $33.6K
|
359K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.04K+ 5.31% |
$25K - $29.5K
|
20.6K
$626K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.01K+ 1.78% |
$24.3K - $28.6K
|
57.5K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1K+ 8.7% |
$24.1K - $28.4K
|
12.5K
$381K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
958+ 4.66% |
$23.1K - $27.2K
|
21.5K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
958+ 0.58% |
$23.1K - $27.2K
|
165K
$5.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
900+ 1.87% |
$21.7K - $25.6K
|
49K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
800+ 4.86% |
$19.3K - $22.7K
|
17.3K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
792+ 9.35% |
$19.1K - $22.5K
|
9.26K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
770+ 5.72% |
$18.6K - $21.9K
|
14.2K
$434K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
744+ 10.48% |
$17.9K - $21.1K
|
7.84K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
738+ 8.02% |
$17.8K - $21K
|
9.94K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
641+ 2.68% |
$15.5K - $18.2K
|
24.5K
$747K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
626+ 35.59% |
$15.1K - $17.8K
|
2.39K
$72.6K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
605+ 0.55% |
$14.6K - $17.2K
|
111K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
580+ 5.31% |
$14K - $16.5K
|
11.5K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
485+ 1.27% |
$11.7K - $13.8K
|
38.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400+ 0.26% |
$9.64K - $11.4K
|
154K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
400+ 0.44% |
$9.64K - $11.4K
|
90.9K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
397+ 0.39% |
$9.57K - $11.3K
|
103K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
344+ 0.59% |
$8.29K - $9.77K
|
59.1K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$7.23K - $8.52K
|
300
$9.14K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
273+ 2.99% |
$6.58K - $7.76K
|
9.4K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
215+ 1.89% |
$5.18K - $6.11K
|
11.6K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
207New |
$4.99K - $5.88K
|
207
$6.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
202+ 6.77% |
$4.87K - $5.74K
|
3.19K
$97K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
150+ 0.19% |
$3.62K - $4.26K
|
77.3K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 0.46% |
$3.5K - $4.12K
|
31.5K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
129+ 0.51% |
$3.11K - $3.66K
|
25.6K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
111+ 0.93% |
$2.68K - $3.15K
|
12K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 0.38% |
$2.41K - $2.84K
|
26.6K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
95New |
$2.29K - $2.7K
|
95
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
95+ 0.08% |
$2.29K - $2.7K
|
115K
$3.51M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
73+ 0.15% |
$1.76K - $2.07K
|
48.9K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.36% |
$1.21K - $1.42K
|
13.9K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.12% |
$193 - $227
|
6.74K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-13- 0.08% |
$313 - $369
|
15.8K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$603 - $710
|
28.3K
$862K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-30- 0.06% |
$723 - $852
|
46.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-35- 0.33% |
$844 - $994
|
10.6K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-67- 0.6% |
$1.62K - $1.9K
|
11.2K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74- 2.08% |
$1.78K - $2.1K
|
3.48K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-115- 0.61% |
$2.77K - $3.27K
|
18.6K
$567K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-120- 32.0% |
$2.89K - $3.41K
|
255
$7.76K
|