Purchases and Sales Made in Q4 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q4 2024. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
363KNew |
$8.57M - $9.6M
|
363K
$9.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
325K+ 2348.35% |
$7.69M - $8.61M
|
339K
$8.77M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
296KNew |
$6.99M - $7.83M
|
296K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
287KNew |
$6.78M - $7.59M
|
287K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
126K+ 25.33% |
$2.97M - $3.33M
|
623K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.3KNew |
$2.04M - $2.28M
|
86.3K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
62.3KNew |
$1.47M - $1.65M
|
62.3K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.4K+ 0.67% |
$1.24M - $1.39M
|
7.88M
$204M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
32.5K+ 47.38% |
$767K - $859K
|
101K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8K+ 19.85% |
$751K - $841K
|
192K
$4.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.9K+ 149.25% |
$730K - $818K
|
51.6K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 11.06% |
$607K - $680K
|
258K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
13.1KNew |
$310K - $347K
|
13.1K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.5K+ 2.22% |
$271K - $303K
|
527K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.43KNew |
$199K - $223K
|
8.43K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.48K+ 79.13% |
$177K - $198K
|
16.9K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.87K+ 24.16% |
$91.4K - $102K
|
19.9K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 17.17% |
$63.6K - $71.2K
|
18.4K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 6.8% |
$56.4K - $63.2K
|
37.5K
$968K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.21K+ 17.33% |
$52.2K - $58.4K
|
14.9K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$52K - $58.2K
|
2.2K
$56.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 9.19% |
$43.6K - $48.8K
|
21.9K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.44K+ 5.98% |
$34K - $38.1K
|
25.5K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 4.55% |
$32.3K - $36.1K
|
31.4K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
975+ 0.74% |
$23K - $25.8K
|
132K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
918New |
$21.7K - $24.3K
|
918
$23.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
569+ 3.0% |
$13.4K - $15.1K
|
19.5K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550+ 6.6% |
$13K - $14.6K
|
8.88K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
520+ 0.49% |
$12.3K - $13.8K
|
107K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
350+ 1.07% |
$8.27K - $9.26K
|
32.9K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$4.73K - $5.29K
|
200
$5.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
189+ 0.67% |
$4.47K - $5K
|
28.3K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$2.36K - $2.65K
|
10.9K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
85+ 1.28% |
$2.01K - $2.25K
|
6.73K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.02% |
$70.9 - $79.4
|
13.4K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-40- 0.38% |
$945 - $1.06K
|
10.6K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-100- 0.23% |
$2.36K - $2.65K
|
42.9K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.38% |
$5.01K - $5.61K
|
56K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-291- 2.5% |
$6.88K - $7.7K
|
11.4K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-348- 1.91% |
$8.22K - $9.21K
|
17.9K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-361- 0.47% |
$8.53K - $9.56K
|
77.2K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-364- 0.55% |
$8.6K - $9.64K
|
65.3K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-450- 6.44% |
$10.6K - $11.9K
|
6.54K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-667- 68.98% |
$15.8K - $17.7K
|
300
$7.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 2.48% |
$16.5K - $18.5K
|
27.5K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-727- 39.66% |
$17.2K - $19.2K
|
1.11K
$28.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-750- 2.03% |
$17.7K - $19.9K
|
36.2K
$935K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-800- 2.71% |
$18.9K - $21.2K
|
28.7K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-817- 6.02% |
$19.3K - $21.6K
|
12.8K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.51% |
$19.9K - $22.3K
|
55.1K
$1.42M
|