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 354 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
29,440
shares
|
$746,892
0.26% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
28,668
shares
|
$727,307
0.79% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
28,142
shares
|
$713,962
0.02% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,036
shares
|
$711,273
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
27,500
shares
|
$697,675
0.04% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26,243
shares
|
$665,784
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,887
shares
|
$656,753
0.01% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
25,850
shares
|
$655,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,730
shares
|
$652,770
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
25,517
shares
|
$647,366
0.58% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,078
shares
|
$636,228
0.06% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
25,007
shares
|
$634,427
0.0% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
25,004
shares
|
$634,351
0.04% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
25,000
shares
|
$634,250
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
24,956
shares
|
$633,133
0.54% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
24,859
shares
|
$630,672
0.0% of portfolio
|
Q3 2024
Reduced 44.94%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
24,612
shares
|
$624,406
0.22% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
24,250
shares
|
$615,222
0.05% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
23,893
shares
|
$606,165
0.03% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
22,773
shares
|
$577,751
0.17% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
22,552
shares
|
$572,144
0.02% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
21,986
shares
|
$557,784
0.01% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
21,925
shares
|
$556,237
0.01% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
21,848
shares
|
$554,283
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
21,823
shares
|
$553,649
0.03% of portfolio
|
Q3 2024
Reduced 13.8%
|