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 380 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,486
shares
|
$518,162
0.0% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
18,375
shares
|
$515,051
0.22% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,360
shares
|
$514,630
0.02% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
18,081
shares
|
$506,810
0.01% of portfolio
|
Q2 2024
Added 23690.79%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,005
shares
|
$504,680
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
17,894
shares
|
$501,568
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
17,580
shares
|
$492,767
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,297
shares
|
$484,834
0.03% of portfolio
|
Q1 2023
Added 5.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,296
shares
|
$484,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
16,941
shares
|
$474,856
0.12% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
16,928
shares
|
$474,491
0.01% of portfolio
|
Q4 2024
Added 79.13%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
16,490
shares
|
$462,214
0.26% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
16,451
shares
|
$461,121
0.06% of portfolio
|
Q1 2024
Reduced 6.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
16,358
shares
|
$458,514
0.11% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,987
shares
|
$448,115
0.01% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
15,794
shares
|
$442,705
0.17% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
15,140
shares
|
$424,374
0.19% of portfolio
|
Q1 2023
Reduced 24.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,000
shares
|
$420,450
0.01% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,939
shares
|
$418,740
0.05% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,793
shares
|
$414,647
0.0% of portfolio
|
Q4 2024
Added 135.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
14,750
shares
|
$413,442
0.04% of portfolio
|
Q4 2023
Reduced 9.92%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
14,616
shares
|
$409,686
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
14,106
shares
|
$395,391
0.05% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,877
shares
|
$388,972
0.01% of portfolio
|
Q4 2024
Added 1139.02%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
13,765
shares
|
$385,832
0.3% of portfolio
|
Q4 2024
Added 9.55%
|