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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

Sprott Physical Gold and Silver Trust logo
$47.01 +0.25 (+0.53%)
Closing price 04:10 PM Eastern
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$46.90 -0.11 (-0.23%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

Number of
Institutional Buyers
(last 12 months)
283
Total
Institutional Inflows
(last 12 months)
$666.18M
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$680.76M
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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
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%
5/5/2026 Camden National Bank9,167$437K0.1%-15.3%0.004%
5/5/2026 Roberts Glore & Co. Inc. IL125,828$6.01M1.7%-5.3%0.059%
5/4/2026 Retirement Planning Group LLC39,386$1.88M0.1%N/A0.018%
5/4/2026 Bleakley Financial Group LLC4,192,955$200.09M3.1%-13.6%1.951%
5/4/2026 HBW Advisory Services LLC30,922$1.48M0.2%-14.5%0.014%
5/4/2026 Kellett Wealth Advisors LLC15,472$738K0.4%-4.8%0.007%
5/4/2026 Procyon Advisors LLC5,027$240K0.0%N/A0.002%
5/2/2026 Global Assets Advisory LLC4,839$231K0.1%-14.2%0.002%
5/2/2026 International Assets Investment Management LLC105,605$5.11M0.1%+67.0%0.049%
5/1/2026 Midwest Trust Co10,085$481K0.0%-13.7%0.005%
5/1/2026 WealthShield Partners LLC6,093$291K0.0%-13.4%0.003%
5/1/2026 Simplicity Wealth LLC31,759$1.52M0.1%+15.2%0.015%
5/1/2026 Sequoia Financial Advisors LLC10,905$520K0.0%N/A0.005%
4/30/2026 Kestra Advisory Services LLC213,694$10.20M0.0%+1.6%0.099%
4/30/2026 Demars Financial Group LLC81,443$3.89M1.3%+3.5%0.038%
4/29/2026 Clay Northam Wealth Management LLC6,721$321K0.2%N/A0.003%
4/28/2026 Ascentis Independent Advisors3,144$150K0.0%N/A0.001%
4/28/2026 Peak Financial Management Inc.75,019$3.58M0.9%-2.2%0.035%
4/28/2026 Latitude Advisors LLC12,876$614K0.3%+7.6%0.006%
4/27/2026 PFG Investments LLC320,817$15.31M0.7%-2.9%0.149%
4/27/2026 World Investment Advisors15,297$730K0.0%N/A0.007%
4/27/2026 Lodestar Private Asset Management LLC52,474$2.50M0.2%-7.5%0.024%
4/27/2026 4WEALTH Advisors Inc.17,549$793K0.7%+2.9%0.008%
4/27/2026 Private Advisor Group LLC269,898$12.88M0.1%-0.8%0.126%
4/27/2026 Sound Income Strategies LLC1,439$70K0.0%+93.7%0.001%
4/24/2026 Root Financial Partners LLC18,318$874K0.0%N/A0.009%
4/24/2026 Essex Financial Services Inc.6,112$292K0.0%+16.6%0.003%
4/24/2026 Tcfg Wealth Management LLC7,125$340K0.1%-18.1%0.003%
4/24/2026 Columbia Advisory Partners LLC65,766$3.14M2.0%-22.9%0.031%
4/23/2026 Manchester Financial Inc.9,163$437K0.1%+4.8%0.004%
4/23/2026 Forum Financial Management LP15,300$730K0.0%+48.5%0.007%
4/23/2026 Simmons Bank8,516$406K0.0%-11.6%0.004%
4/23/2026 waypoint wealth counsel15,000$716K0.4%-11.8%0.007%
4/23/2026 Apollon Wealth Management LLC5,353$255K0.0%-59.2%0.002%
4/22/2026 Midwest Financial Group LLC16,758$800K0.3%+9.8%0.008%
4/21/2026 Crown Wealth Group LLC9,478$452K0.1%-16.0%0.004%
4/21/2026 Pacific Sage Partners LLC195,907$9.35M1.5%-18.2%0.091%
4/21/2026 Contravisory Investment Management Inc.1,556$74K0.0%N/A0.001%
4/21/2026 Silver Oak Securities Incorporated7,692$367K0.0%+16.2%0.004%
4/20/2026 Kestra Private Wealth Services LLC57,687$2.75M0.0%-1.9%0.027%
4/20/2026 Hilton Head Capital Partners LLC20,280$968K0.5%-1.2%0.009%
4/20/2026 Blue Trust Inc.31,546$1.51M0.0%+15.0%0.015%
4/18/2026 CENTRAL TRUST Co4,864,374$232.13M4.6%-34.2%2.263%
4/18/2026 BCS Wealth Management7,372$352K0.1%-50.8%0.003%
4/17/2026 Andina Capital Management LLC19,509$931K0.8%-48.4%0.009%
4/17/2026 WealthBridge Capital Management LLC10,358$494K0.1%-36.7%0.005%
4/17/2026 AdvisorNet Financial Inc8,150$389K0.0%-15.5%0.004%
4/17/2026 Brookstone Capital Management166,301$7.94M0.1%-27.5%0.077%
4/16/2026 Sunbeam Capital Management LLC42,760$2.04M1.2%-9.3%0.020%
4/15/2026 Nations Financial Group Inc. IA ADV128,030$6.11M0.3%-0.8%0.060%
3/17/2026Rockefeller Capital Management L.P.10,895$499K0.0%+2.4%0.005%
3/12/2026Nalls Sherbakoff Group LLC55,961$2.56M1.8%N/A0.026%
3/4/2026SHP Wealth Management2,770$127K0.0%N/A0.001%
2/24/2026 Ketron Financial13,407$614K0.2%N/A0.006%
2/24/2026 Astoria Portfolio Advisors LLC.17,559$804K0.2%+25.9%0.008%
2/23/2026Kera Capital Partners Inc.5,978$297K0.0%-3.4%0.003%
2/20/2026White Knight Strategic Wealth Advisors LLC6,532$299K0.2%N/A0.003%
2/19/2026 Axxcess Wealth Management LLC5,200$238K0.0%N/A0.002%
2/18/2026Mercer Global Advisors Inc. ADV53,665$2.46M0.0%+3.8%0.025%
2/18/2026Beacon Pointe Advisors LLC121,912$5.58M0.0%-11.6%0.057%
2/18/2026EP Wealth Advisors LLC12,724$583K0.0%N/A0.006%
2/18/2026NewEdge Advisors LLC7,997$366K0.0%+12.1%0.004%
2/18/2026XTX Topco Ltd25,554$1.17M0.0%-62.9%0.012%
2/18/2026Main Street Financial Solutions LLC49,234$2.26M0.2%-4.7%0.023%
2/18/2026First Manhattan CO. LLC.61,419$2.81M0.0%+6.9%0.029%
2/18/2026Asset One Wealth Management LLC67,158$3.22M0.4%N/A0.031%
2/17/2026Cetera Investment Advisers371,611$17.02M0.0%-10.5%0.173%
2/17/2026Equitable Holdings Inc.66,371$3.04M0.0%+9.7%0.031%
2/17/2026Stansberry Asset Management LLC10,874$498K0.1%-2.3%0.005%
2/17/2026Regal Investment Advisors LLC19,946$914K0.1%N/A0.009%
2/17/2026Osaic Holdings Inc.456,966$20.93M0.0%+5.2%0.213%
2/17/2026Advisory Services Network LLC28,862$1.32M0.0%+11.7%0.013%
2/17/2026 Private Advisor Group LLC272,148$12.46M0.1%+205.2%0.127%
2/17/2026Captrust Financial Advisors161,013$7.37M0.0%+9.8%0.075%
2/17/2026Royal Bank of Canada3,732,106$170.93M0.0%-3.8%1.736%
2/17/2026Rothschild Wealth LLC92,600$4.24M0.4%N/A0.043%
2/16/2026 Tenzing Financial LLC6,278$288K0.2%N/A0.003%
2/16/2026Wilmar Advisors LLC50,000$2.29M1.8%-28.6%0.023%
2/16/2026PYA Waltman Capital LLC359,334$16.46M4.4%-25.5%0.167%
2/16/2026 MML Investors Services LLC122,677$5.62M0.0%+6.4%0.057%
2/16/2026Mariner LLC126,314$5.79M0.0%+3.8%0.059%
2/16/2026Focus Partners Wealth113,728$5.21M0.0%+930.1%0.053%
2/16/2026Intrepid Capital Management Inc.220,068$10.08M3.9%-2.5%0.102%
2/16/2026Evelyn Partners Investment Management LLP811,531$37.17M1.0%+6.5%0.378%
2/16/2026Arax Advisory Partners2,467$113K0.0%N/A0.001%
2/16/2026Bard Associates Inc.1,500$69K0.0%N/A0.001%
2/16/2026Brown Advisory Inc.67,647$3.10M0.0%-8.8%0.031%
2/13/2026CreativeOne Wealth LLC7,527$345K0.0%-35.6%0.004%
2/13/2026 Kestra Advisory Services LLC210,343$9.63M0.0%-4.8%0.098%
2/13/2026Financial Sense Advisors Inc.20,636$945K0.2%-58.9%0.010%


CEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CEF shares?

During the previous two years, 420 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), Royal Bank of Canada ($170.93M), IMC Chicago LLC ($165.35M), Jupiter Asset Management Ltd. ($164.82M), and Kingstone Capital Partners Texas LLC ($114.73M).Learn more on Sprott Physical Gold and Silver Trust's institutional investors.

Which institutional investors have been buying Sprott Physical Gold and Silver Trust's stock?

Of the 355 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), Bluefin Capital Management LLC ($1.83M), Jupiter Asset Management Ltd. ($1.71M), and 3EDGE Asset Management LP ($1.15M).

How much institutional buying is happening at Sprott Physical Gold and Silver Trust?

Institutional investors have bought a total of 17,996,971 shares in the last 24 months. This purchase volume represents approximately $666.18M in transactions.

Which of Sprott Physical Gold and Silver Trust's major shareholders have been selling company stock?

Of the 195 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), Demars Financial Group LLC ($2.35M), Parallax Volatility Advisers L.P. ($1.98M), Jane Street Group LLC ($1.43M), Bleakley Financial Group LLC ($1.39M), and Bluefin Capital Management LLC ($1.25M).

How much institutional selling is happening at Sprott Physical Gold and Silver Trust?

Institutional investors have sold a total of 18,726,524 shares in the last 24 months. This volume of shares sold represents approximately $680.76M in transactions.



This page (NYSEAMERICAN:CEF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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