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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
800
shares
|
$20,672
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
800
shares
|
$20,672
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
710
shares
|
$18,346
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
650
shares
|
$16,796
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
553
shares
|
$14,289
0.0% of portfolio
|
Q3 2024
Reduced 96.49%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
550
shares
|
$14,212
0.0% of portfolio
|
Q1 2021
Reduced 62.07%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
545
shares
|
$14,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
450
shares
|
$11,628
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
450
shares
|
$11,628
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$10,336
0.0% of portfolio
|
Q3 2024
Reduced 59.27%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
400
shares
|
$10,336
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
375
shares
|
$9,690
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
364
shares
|
$9,405
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
328
shares
|
$8,475
0.0% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
300
shares
|
$7,752
0.0% of portfolio
|
Q4 2024
Reduced 68.98%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
297
shares
|
$7,674
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
250
shares
|
$6,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
250
shares
|
$6,460
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
230
shares
|
$5,943
0.0% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$5,168
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$5,168
0.0% of portfolio
|
Q3 2022
Reduced 65.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$5,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
194
shares
|
$5,012
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$3,230
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
104
shares
|
$2,687
0.0% of portfolio
|
Q1 2023
New holding
|