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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

Sprott Physical Gold and Silver Trust logo
$41.67 +0.77 (+1.88%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$42.62 +0.95 (+2.28%)
As of 10/9/2026 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$504.73M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$458.50M
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CEF Institutional Buying and Selling by Quarter

Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Castleview Partners LLC20,816$865K0.4%+5.9%0.010%
10/9/2026Camelot Technology Advisors Inc.67,107$2.79M1.9%-3.3%0.031%
10/9/2026BOS Asset Management LLC37,361$1.55M0.4%-11.7%0.017%
10/9/2026Hardin Capital Partners LLC20,796$864K0.4%+7.4%0.010%
10/9/2026Inspirion Wealth Advisors LLC65,663$2.73M0.3%-3.0%0.031%
10/8/2026Farther Finance Advisors LLC3,294$137K0.0%-18.8%0.002%
10/8/2026Avidian Wealth Enterprises LLC6,869$285K0.0%-82.3%0.003%
10/1/2026 Coastline Trust Co64,390$2.68M0.2%-25.4%0.030%
9/23/2026Envestnet Asset Management Inc.141,609$5.70M0.0%+9.7%0.066%
9/21/2026Premier Financial Group7,500$302K0.1%N/A0.003%
9/9/2026Tidal Investments LLC12,169$490K0.0%N/A0.006%
9/9/2026IPG Investment Advisors LLC72,906$2.93M0.4%+2.5%0.034%
9/9/2026Integrated Wealth Concepts LLC84,650$3.41M0.0%-10.9%0.039%
9/9/2026NewEdge Advisors LLC7,190$289K0.0%-4.0%0.003%
9/9/2026IFP Advisors Inc195,814$7.88M0.1%-0.9%0.091%
9/9/2026Baird Financial Group Inc.841,648$33.86M0.0%-22.7%0.392%
9/8/2026Allworth Financial LP27,845$1.12M0.0%-45.0%0.013%
8/27/2026Corient Private Wealth LP29,470$1.19M0.0%-45.3%0.014%
8/23/2026Ameritas Advisory Services LLC1,140$46K0.0%N/A0.001%
8/22/2026Compass Financial Management LLC4,440$179K0.0%N/A0.002%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC10,449$420K0.1%N/A0.005%
8/22/2026Markowski Investments657$26K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC3,400$137K0.1%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.183,699$7.38M0.0%+7.3%0.085%
8/22/2026Concurrent Investment Advisors LLC132,379$5.33M0.0%+12.7%0.062%
8/21/2026Coppell Advisory Solutions LLC8,902$358K0.1%N/A0.004%
8/21/2026PYA Waltman Capital LLC204,820$8.24M2.0%+7.1%0.095%
8/21/2026Atticus Wealth Management LLC18,010$725K0.2%+3.6%0.008%
8/21/2026XML Financial LLC8,300$334K0.0%N/A0.004%
8/21/2026Keeler Thomas Management LLC5,482$221K0.1%N/A0.003%
8/14/2026Ancora Advisors LLC95,794$3.85M0.1%N/A0.045%
8/6/2026Titiun Yejiel50,000$2.01M1.7%N/A0.023%
7/10/2026Camelot Technology Advisors Inc.69,398$2.79M1.9%-10.1%0.032%
7/10/2026Wealthcare Advisory Partners LLC79,900$3.21M0.1%-15.8%0.037%
7/9/2026Contravisory Investment Management Inc.1,986$80K0.0%+27.6%0.001%
7/9/2026Sax Wealth Advisors LLC6,801$274K0.0%+37.9%0.003%
7/8/2026Hardin Capital Partners LLC19,364$781K0.4%-3.4%0.009%
7/7/2026Inspirion Wealth Advisors LLC67,682$2.73M0.3%-9.0%0.031%
7/6/2026Dogwood Wealth Management LLC7,178$289K0.1%-23.8%0.003%
6/30/2026VectorGlobal IAG Inc.4,460$213K0.1%N/A0.002%
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6/18/2026Western Wealth Management LLC4,275$204K0.0%N/A0.002%
6/3/2026DV Trading LLC5,500$262K0.0%N/A0.003%
6/3/2026NewEdge Advisors LLC7,486$357K0.0%-6.4%0.003%
5/22/2026Wellington Grp LLC1,525$73K0.0%-52.5%0.001%
5/19/2026Western Wealth Management LLC4,275$204K0.0%N/A0.002%
5/19/2026Bank of America Corp DE630,204$30.07M0.0%-7.0%0.293%
5/19/2026Strait & Sound Wealth Management LLC12,822$612K0.2%+30.5%0.006%
5/19/2026Centaurus Financial Inc.17,331$827K0.0%+5.2%0.008%
5/19/2026Bull Harbor Capital LLC31,958$1.53M0.4%N/A0.015%
5/19/2026Arkadios Wealth Advisors173,748$8.29M0.1%-27.9%0.081%
5/18/2026EverSource Wealth Advisors LLC29,133$1.39M0.0%+15.3%0.014%
5/18/2026Readystate Asset Management LP54,898$2.62M0.1%N/A0.026%
5/18/2026Royal Bank of Canada3,315,950$158.24M0.0%-11.2%1.543%
5/18/2026Evelyn Partners Investment Management LLP797,590$38.06M1.0%-1.7%0.371%
5/18/2026Evelyn Partners Investment Management Services Ltd198,011$9.45M1.1%+2.3%0.092%
5/15/2026Gateway Wealth Partners LLC4,700$224K0.0%N/A0.002%
5/15/2026Weiss Asset Management LP1,739,500$83.01M1.4%N/A0.809%
5/14/2026CLG LLC11,495$549K0.1%-14.2%0.005%
5/14/2026Lido Advisors LLC6,729$321K0.0%-33.9%0.003%
5/13/2026Cetera Investment Advisers338,427$16.15M0.0%-8.9%0.157%
5/13/2026Petra Financial Advisors Inc.29,767$1.42M0.9%+1.7%0.014%
5/12/2026Cadence Wealth Management LLC214,094$10.22M4.3%-8.7%0.100%
5/8/2026Summit Global Investments25,147$1.20M0.1%-2.5%0.012%
5/6/2026Euro Pacific Asset Management LLC274,028$13.08M1.2%-4.0%0.127%
5/6/2026Independent Financial Group LLC7,365$351K0.0%N/A0.003%
5/5/2026Delta Financial Advisors LLC5,400$258K0.1%-10.0%0.003%
5/5/2026Rockport Wealth LLC25,469$1.22M0.2%-14.5%0.012%
5/5/2026D.A. Davidson & CO.11,550$551K0.0%+5.2%0.005%
5/5/2026Beaumont Financial Advisors LLC564,984$26.96M1.9%-3.7%0.263%
5/5/2026Marks Group Wealth Management Inc20,076$958K0.1%-4.7%0.009%
5/5/2026Bank of New York Mellon Corp10,078$481K0.0%-42.7%0.005%
5/5/2026IMC Chicago LLC3,464,915$165.35M0.1%N/A1.612%
5/5/2026Robinson Value Management Ltd.5,982$285K0.2%-25.1%0.003%
5/5/2026Geneos Wealth Management Inc.33,731$1.61M0.0%-25.3%0.016%
5/5/2026Sanctuary Advisors LLC5,066$242K0.0%-44.8%0.002%
5/5/2026Camden National Bank9,167$437K0.1%-15.3%0.004%
5/5/2026Roberts Glore & Co. Inc. IL125,828$6.01M1.7%-5.3%0.059%
5/4/2026Retirement Planning Group LLC39,386$1.88M0.1%N/A0.018%
5/4/2026Bleakley Financial Group LLC4,192,955$200.09M3.1%-13.6%1.951%
5/4/2026HBW Advisory Services LLC30,922$1.48M0.2%-14.5%0.014%
5/4/2026Kellett Wealth Advisors LLC15,472$738K0.4%-4.8%0.007%
5/4/2026Procyon Advisors LLC5,027$240K0.0%N/A0.002%
5/2/2026Global Assets Advisory LLC4,839$231K0.1%-14.2%0.002%
5/2/2026International Assets Investment Management LLC105,605$5.11M0.1%+67.0%0.049%
5/1/2026Midwest Trust Co10,085$481K0.0%-13.7%0.005%
5/1/2026WealthShield Partners LLC6,093$291K0.0%-13.4%0.003%
5/1/2026Simplicity Wealth LLC31,759$1.52M0.1%+15.2%0.015%
5/1/2026Sequoia Financial Advisors LLC10,905$520K0.0%N/A0.005%
4/30/2026Kestra Advisory Services LLC213,694$10.20M0.0%+1.6%0.099%
4/30/2026Demars Financial Group LLC81,443$3.89M1.3%+3.5%0.038%
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4/29/2026Clay Northam Wealth Management LLC6,721$321K0.2%N/A0.003%
4/28/2026Ascentis Independent Advisors3,144$150K0.0%N/A0.001%
4/28/2026Peak Financial Management Inc.75,019$3.58M0.9%-2.2%0.035%
4/28/2026Latitude Advisors LLC12,876$614K0.3%+7.6%0.006%
4/27/2026PFG Investments LLC320,817$15.31M0.7%-2.9%0.149%
4/27/2026World Investment Advisors15,297$730K0.0%N/A0.007%
4/27/2026Lodestar Private Asset Management LLC52,474$2.50M0.2%-7.5%0.024%
4/27/20264WEALTH Advisors Inc.17,549$793K0.7%+2.9%0.008%
4/27/2026Private Advisor Group LLC269,898$12.88M0.1%-0.8%0.126%
4/27/2026Sound Income Strategies LLC1,439$70K0.0%+93.7%0.001%


CEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 427 institutional investors and hedge funds held shares of Sprott Physical Gold and Silver Trust. The most heavily invested institutionals were Morgan Stanley ($257.72M), CENTRAL TRUST Co ($232.13M), Bleakley Financial Group LLC ($200.09M), IMC Chicago LLC ($165.35M), Jupiter Asset Management Ltd. ($164.82M), Royal Bank of Canada ($158.24M), and Kingstone Capital Partners Texas LLC ($114.73M).Learn more on Sprott Physical Gold and Silver Trust's institutional investors.

Of the 357 institutional investors that purchased Sprott Physical Gold and Silver Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($3.81M), IMC Chicago LLC ($3.50M), Raymond James Financial Inc. ($2.45M), Demars Financial Group LLC ($2.34M), Weiss Asset Management LP ($1.74M), Jupiter Asset Management Ltd. ($1.47M), and Bluefin Capital Management LLC ($1.33M).

Institutional investors have bought a total of 11,314,431 shares in the last 24 months. This purchase volume represents approximately $504.73M in transactions.

Of the 168 institutional investors that sold Sprott Physical Gold and Silver Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CENTRAL TRUST Co ($3.06M), Perritt Capital Management Inc ($2.62M), Bleakley Financial Group LLC ($1.03M), Royal Bank of Canada ($564.76K), Jane Street Group LLC ($507.94K), Baird Financial Group Inc. ($247.31K), and International Assets Investment Management LLC ($165.57K).

Institutional investors have sold a total of 10,623,096 shares in the last 24 months. This volume of shares sold represents approximately $458.50M in transactions.



Institutional ownership data for NYSEAMERICAN:CEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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