Latest Institutional Transactions on Sprott Physical Gold & Silver Trust (CEF)
This table provides information on the latest institutional transactions involving Sprott Physical Gold & Silver Trust (CEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.19KNew |
$186K - $227K
|
6.19K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-139K- 60.98% |
$4.17M - $5.09M
|
88.8K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.66KNew |
$170K - $208K
|
5.66K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-37.9K- 55.78% |
$1.14M - $1.39M
|
30.1K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50+ 28.57% |
$1.5K - $1.83K
|
225
$8.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.03KNew |
$181K - $221K
|
6.03K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-745- 4.78% |
$22.4K - $27.3K
|
14.9K
$579K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50- 0.63% |
$1.5K - $1.83K
|
7.91K
$308K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.58K- 2.72% |
$77.6K - $94.7K
|
92.4K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
706+ 0.79% |
$21.2K - $25.9K
|
89.6K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.98KNew |
$180K - $219K
|
5.98K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-41- 0.01% |
$1.23K - $1.5K
|
585K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
5.5KNew |
$165K - $202K
|
5.5K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 29.63% |
$3.77M - $4.6M
|
298K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
513+ 6.27% |
$15.4K - $18.8K
|
8.7K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-294- 2.62% |
$8.84K - $10.8K
|
10.9K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
850+ 8.65% |
$25.6K - $31.2K
|
10.7K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-5.19K- 20.22% |
$156K - $190K
|
20.5K
$798K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.16K+ 2.58% |
$35K - $42.7K
|
46.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-796- 18.09% |
$23.9K - $29.2K
|
3.6K
$141K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-495- 6.25% |
$14.9K - $18.2K
|
7.43K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.67K- 13.15% |
$80.1K - $97.8K
|
17.6K
$687K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.36KNew |
$191K - $233K
|
6.36K
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30New |
$902 - $1.1K
|
30
$1.17K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.95K+ 17.41% |
$58.6K - $71.5K
|
13.2K
$513K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.3KNew |
$670K - $818K
|
22.3K
$870K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.87KNew |
$176K - $215K
|
5.87K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
5.87KNew |
$176K - $215K
|
5.87K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-650- 2.01% |
$19.5K - $23.8K
|
31.7K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.16K+ 1.11% |
$35K - $42.7K
|
106K
$4.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
250New |
$7.52K - $9.17K
|
250
$9.75K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.62K- 16.24% |
$48.8K - $59.5K
|
8.37K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-500- 6.39% |
$15K - $18.3K
|
7.33K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.1KNew |
$93.2K - $114K
|
3.1K
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 26.28% |
$64.6K - $78.9K
|
6.03K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
900+ 3.34% |
$27.1K - $33K
|
27.8K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
680+ 7.71% |
$20.4K - $24.9K
|
9.49K
$370K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
400+ 1.31% |
$12K - $14.7K
|
30.9K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-235- 1.05% |
$7.06K - $8.62K
|
22.2K
$867K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
953+ 7.41% |
$28.6K - $35K
|
13.8K
$539K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 1807.53% |
$519K - $634K
|
18.2K
$711K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-228- 2.15% |
$6.85K - $8.37K
|
10.4K
$405K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.04K+ 4.2% |
$272K - $332K
|
224K
$8.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.79KNew |
$53.7K - $65.5K
|
1.79K
$69.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
11.3K+ 23.93% |
$339K - $414K
|
58.4K
$2.28M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
125+ 1.85% |
$3.76K - $4.59K
|
6.88K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-14.2K- 4.55% |
$428K - $522K
|
299K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 19.34% |
$1.59K - $1.94K
|
221
$8.62K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
12.8KNew |
$384K - $469K
|
12.8K
$498K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
193+ 35.09% |
$5.8K - $7.08K
|
743
$29K
|
|