Institutional Ownership Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,186
shares
|
$159,846
0.01% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
6,000
shares
|
$155,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$155,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,100
shares
|
$131,784
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,774
shares
|
$123,360
0.0% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,740
shares
|
$122,481
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,495
shares
|
$116,150
0.02% of portfolio
|
Q2 2024
Added 12.52%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
4,000
shares
|
$103,360
0.01% of portfolio
|
Q3 2024
Reduced 20.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,000
shares
|
$103,360
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$97,571
0.0% of portfolio
|
Q3 2024
Reduced 58.98%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,706
shares
|
$95,763
0.01% of portfolio
|
Q3 2024
Added 812.81%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,650
shares
|
$94,316
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,600
shares
|
$93,024
0.02% of portfolio
|
Q1 2021
Reduced 21.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,560
shares
|
$91,990
0.02% of portfolio
|
Q3 2024
Reduced 73.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,500
shares
|
$90,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,390
shares
|
$87,597
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$77,520
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,000
shares
|
$77,520
0.03% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
2,990
shares
|
$77,261
0.05% of portfolio
|
Q1 2024
Reduced 25.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,984
shares
|
$77,106
0.0% of portfolio
|
Q1 2024
Reduced 39.31%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,827
shares
|
$73,049
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
2,766
shares
|
$71,473
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,200
shares
|
$56,848
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,000
shares
|
$51,680
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,000
shares
|
$51,680
0.0% of portfolio
|
Q4 2023
New holding
|