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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
21,100
shares
|
$535,307
0.2% of portfolio
|
Q1 2024
Added 31.06%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
21,065
shares
|
$534,419
0.05% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,707
shares
|
$525,336
0.0% of portfolio
|
Q3 2024
Added 61.5%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
20,576
shares
|
$522,013
0.03% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
20,342
shares
|
$516,076
0.06% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
20,076
shares
|
$509,328
0.28% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
19,950
shares
|
$506,131
0.01% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
19,561
shares
|
$496,262
0.0% of portfolio
|
Q4 2021
Reduced 67.1%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
19,531
shares
|
$495,501
0.17% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
19,475
shares
|
$494,080
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$469,345
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,081
shares
|
$458,714
0.01% of portfolio
|
Q2 2024
Added 23690.79%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,005
shares
|
$456,786
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,937
shares
|
$455,061
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
17,894
shares
|
$453,970
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
17,358
shares
|
$440,372
0.12% of portfolio
|
Q2 2022
Added 23.83%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,297
shares
|
$438,824
0.03% of portfolio
|
Q1 2023
Added 5.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,296
shares
|
$438,799
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
16,958
shares
|
$430,224
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
16,941
shares
|
$429,793
0.12% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
16,928
shares
|
$429,463
0.01% of portfolio
|
Q4 2024
Added 79.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,887
shares
|
$428,423
0.01% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
16,515
shares
|
$418,985
0.19% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
16,490
shares
|
$418,351
0.26% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
16,451
shares
|
$417,361
0.07% of portfolio
|
Q1 2024
Reduced 6.04%
|