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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

Sprott Physical Gold and Silver Trust logo
$47.33 +0.47 (+1.01%)
As of 03:34 PM Eastern
This is a fair market value 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)
$505.12M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$446.68M
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CEF Institutional Buying and Selling by Quarter

Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC1,140$46K0.0%N/A0.001%
8/22/2026 Compass Financial Management LLC4,440$179K0.0%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC10,449$420K0.1%N/A0.005%
8/22/2026 Markowski Investments657$26K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC3,400$137K0.1%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.183,699$7.38M0.0%+7.3%0.085%
8/22/2026 Concurrent Investment Advisors LLC132,379$5.33M0.0%+12.7%0.062%
8/21/2026 Coppell Advisory Solutions LLC8,902$358K0.1%N/A0.004%
8/21/2026 PYA Waltman Capital LLC204,820$8.24M2.0%+7.1%0.095%
8/21/2026 Atticus Wealth Management LLC18,010$725K0.2%+3.6%0.008%
8/21/2026 XML Financial LLC8,300$334K0.0%N/A0.004%
8/21/2026 Keeler Thomas Management LLC5,482$221K0.1%N/A0.003%
8/14/2026 Ancora Advisors LLC95,794$3.85M0.1%N/A0.045%
8/6/2026 Titiun Yejiel50,000$2.01M1.7%N/A0.023%
7/10/2026 Camelot Technology Advisors Inc.69,398$2.79M1.9%-10.1%0.032%
7/10/2026 Wealthcare Advisory Partners LLC79,900$3.21M0.1%-15.8%0.037%
7/9/2026 Contravisory Investment Management Inc.1,986$80K0.0%+27.6%0.001%
7/9/2026 Sax Wealth Advisors LLC6,801$274K0.0%+37.9%0.003%
7/8/2026 Hardin Capital Partners LLC19,364$781K0.4%-3.4%0.009%
7/7/2026 Inspirion Wealth Advisors LLC67,682$2.73M0.3%-9.0%0.031%
7/6/2026 Dogwood Wealth Management LLC7,178$289K0.1%-23.8%0.003%
6/30/2026VectorGlobal IAG Inc.4,460$213K0.1%N/A0.002%
6/18/2026 Western Wealth Management LLC4,275$204K0.0%N/A0.002%
6/3/2026 DV Trading LLC5,500$262K0.0%N/A0.003%
6/3/2026 NewEdge Advisors LLC7,486$357K0.0%-6.4%0.003%
5/22/2026 Wellington Grp LLC1,525$73K0.0%-52.5%0.001%
5/19/2026 Western Wealth Management LLC4,275$204K0.0%N/A0.002%
5/19/2026 Bank of America Corp DE630,204$30.07M0.0%-7.0%0.293%
5/19/2026 Strait & Sound Wealth Management LLC12,822$612K0.2%+30.5%0.006%
5/19/2026 Centaurus Financial Inc.17,331$827K0.0%+5.2%0.008%
5/19/2026 Bull Harbor Capital LLC31,958$1.53M0.4%N/A0.015%
5/19/2026 Arkadios Wealth Advisors173,748$8.29M0.1%-27.9%0.081%
5/18/2026 EverSource Wealth Advisors LLC29,133$1.39M0.0%+15.3%0.014%
5/18/2026 Readystate Asset Management LP54,898$2.62M0.1%N/A0.026%
5/18/2026 Royal 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%
5/15/2026 Gateway Wealth Partners LLC4,700$224K0.0%N/A0.002%
5/15/2026 Weiss Asset Management LP1,739,500$83.01M1.4%N/A0.809%
5/14/2026 CLG LLC11,495$549K0.1%-14.2%0.005%
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5/14/2026 Lido Advisors LLC6,729$321K0.0%-33.9%0.003%
5/13/2026 Cetera Investment Advisers338,427$16.15M0.0%-8.9%0.157%
5/13/2026 Petra Financial Advisors Inc.29,767$1.42M0.9%+1.7%0.014%
5/12/2026 Cadence Wealth Management LLC214,094$10.22M4.3%-8.7%0.100%
5/8/2026 Summit Global Investments25,147$1.20M0.1%-2.5%0.012%
5/6/2026 Euro Pacific Asset Management LLC274,028$13.08M1.2%-4.0%0.127%
5/6/2026 Independent Financial Group LLC7,365$351K0.0%N/A0.003%
5/5/2026 Delta Financial Advisors LLC5,400$258K0.1%-10.0%0.003%
5/5/2026 Rockport Wealth LLC25,469$1.22M0.2%-14.5%0.012%
5/5/2026 D.A. Davidson & CO.11,550$551K0.0%+5.2%0.005%
5/5/2026 Beaumont Financial Advisors LLC564,984$26.96M1.9%-3.7%0.263%
5/5/2026 Marks Group Wealth Management Inc20,076$958K0.1%-4.7%0.009%
5/5/2026 Bank of New York Mellon Corp10,078$481K0.0%-42.7%0.005%
5/5/2026 IMC Chicago LLC3,464,915$165.35M0.1%N/A1.612%
5/5/2026 Robinson Value Management Ltd.5,982$285K0.2%-25.1%0.003%
5/5/2026 Geneos Wealth Management Inc.33,731$1.61M0.0%-25.3%0.016%
5/5/2026 Sanctuary 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%
4/24/2026Tcfg 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%
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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%


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 11,328,645 shares in the last 24 months. This purchase volume represents approximately $505.12M in transactions.

Of the 166 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), International Assets Investment Management LLC ($165.57K), and GWN Securities Inc. ($138.79K).

Institutional investors have sold a total of 10,357,505 shares in the last 24 months. This volume of shares sold represents approximately $446.68M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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