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 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-149- 0.29% |
$3.59K - $4.23K
|
50.7K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-150- 10.71% |
$3.62K - $4.26K
|
1.25K
$38.1K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-169- 0.07% |
$4.07K - $4.8K
|
233K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-190- 1.55% |
$4.58K - $5.4K
|
12.1K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-245- 0.04% |
$5.91K - $6.96K
|
687K
$20.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-299- 0.83% |
$7.21K - $8.49K
|
35.9K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-300- 3.52% |
$7.23K - $8.52K
|
8.22K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-306- 8.26% |
$7.38K - $8.69K
|
3.4K
$104K
|
|
|
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
$1.98M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 3.44% |
$12.1K - $14.2K
|
14.1K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-508- 6.02% |
$12.2K - $14.4K
|
7.92K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-550- 5.5% |
$13.3K - $15.6K
|
9.45K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-563- 0.49% |
$13.6K - $16K
|
113K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-571- 0.53% |
$13.8K - $16.2K
|
107K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-623- 3.05% |
$15K - $17.7K
|
19.8K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-635- 9.72% |
$15.3K - $18K
|
5.9K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-673- 3.83% |
$16.2K - $19.1K
|
16.9K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-689- 0.63% |
$16.6K - $19.6K
|
109K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-700- 7.88% |
$16.9K - $19.9K
|
8.18K
$249K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 5.63% |
$18.1K - $21.3K
|
12.6K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-900- 5.2% |
$21.7K - $25.6K
|
16.4K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 11.83% |
$24.1K - $28.4K
|
7.45K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-1K- 4.83% |
$24.1K - $28.4K
|
19.7K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.02K- 0.57% |
$24.6K - $29K
|
180K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 2.92% |
$26.3K - $30.9K
|
36.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1.1K- 1.7% |
$26.5K - $31.3K
|
63.6K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 6.72% |
$27.4K - $32.3K
|
15.8K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 13.07% |
$28.4K - $33.4K
|
7.82K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.25K- 13.3% |
$30.1K - $35.5K
|
8.15K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.54% |
$31.4K - $37K
|
83.3K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 2.42% |
$35K - $41.2K
|
58.5K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.5K- 16.51% |
$36.2K - $42.6K
|
7.59K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.75K- 2.21% |
$42.2K - $49.7K
|
77.5K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.85K- 8.46% |
$44.6K - $52.5K
|
20K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 7.34% |
$45.8K - $54K
|
24K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 0.95% |
$54.9K - $64.6K
|
238K
$7.24M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.29K- 17.15% |
$55.2K - $65.1K
|
11.1K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.38K- 81.45% |
$57.5K - $67.7K
|
543
$16.5K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.43K- 12.42% |
$58.5K - $68.9K
|
17.1K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 5.97% |
$59.1K - $69.7K
|
38.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 1.05% |
$59.6K - $70.3K
|
232K
$7.08M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.54K- 6.32% |
$61.3K - $72.2K
|
37.7K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.55K- 1.31% |
$61.5K - $72.4K
|
192K
$5.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.59K- 14.02% |
$62.5K - $73.6K
|
15.9K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.79K- 11.88% |
$67.3K - $79.3K
|
20.7K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 1.77% |
$79.7K - $93.9K
|
184K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.36K- 1.75% |
$81.1K - $95.5K
|
189K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.9K- 63.09% |
$94.1K - $111K
|
2.28K
$69.5K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4K- 25.02% |
$96.4K - $114K
|
12K
$365K
|