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 441 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,908
shares
|
$74,412
0.01% of portfolio
|
Q3 2025
Reduced 37.65%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,800
shares
|
$70,200
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
1,800
shares
|
$70,200
0.03% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,785
shares
|
$69,615
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,725
shares
|
$67,275
0.01% of portfolio
|
Q4 2024
Reduced 52.74%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,683
shares
|
$65,637
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,597
shares
|
$62,283
0.0% of portfolio
|
Q3 2023
Added 81.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,559
shares
|
$60,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,500
shares
|
$58,500
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$58,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,400
shares
|
$54,600
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,400
shares
|
$54,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,400
shares
|
$54,600
0.0% of portfolio
|
Q4 2023
Added 250.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,384
shares
|
$53,976
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,272
shares
|
$49,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,111
shares
|
$43,329
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,045
shares
|
$40,755
0.03% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,025
shares
|
$39,975
0.01% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$39,000
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$39,000
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$39,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
920
shares
|
$35,880
0.0% of portfolio
|
Q2 2025
Added 104.44%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
900
shares
|
$35,100
0.01% of portfolio
|
Q3 2021
Added 5900.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
900
shares
|
$35,100
0.01% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
864
shares
|
$33,696
0.02% of portfolio
|
Q3 2025
New holding
|
|