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 417 institutions that hold shares in the stock, with a total of 65.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,253
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
38,136
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
37,968
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Added 44.68%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
35,898
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
34,314
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
34,291
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 32.65%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
34,001
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
32,805
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 41.55%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
32,302
shares
|
$1.32 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
32,227
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
32,099
shares
|
$1.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
31,742
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
31,540
shares
|
$1.29 Million
0.54% of portfolio
|
Q1 2023
New holding
|
|
|
Oppenheimer & Close, LLC
|
Apr 29, 2025 Q1 2025 |
31,055
shares
|
$1.27 Million
0.87% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
30,928
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
30,416
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
29,986
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
29,534
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
29,481
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
29,458
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
29,275
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
28,785
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
28,723
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
28,625
shares
|
$1.17 Million
0.39% of portfolio
|
Q2 2025
Reduced 49.65%
|