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Sprott Physical Gold and Silver Trust (CEF) Institutional Ownership

Sprott Physical Gold and Silver Trust logo
$40.82 -0.26 (-0.64%)
As of 10:58 AM 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)
271
Total
Institutional Inflows
(last 12 months)
$681.75M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$599.95M
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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
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%
7/8/2026 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%
6/18/2026Western 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%
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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%
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%
4/24/2026Root Financial Partners LLC18,318$874K0.0%N/A0.009%
4/24/2026Essex Financial Services Inc.6,112$292K0.0%+16.6%0.003%
4/24/2026Tcfg Wealth Management LLC7,125$340K0.1%-18.1%0.003%
4/24/2026Columbia Advisory Partners LLC65,766$3.14M2.0%-22.9%0.031%
4/23/2026Manchester Financial Inc.9,163$437K0.1%+4.8%0.004%
4/23/2026Forum Financial Management LP15,300$730K0.0%+48.5%0.007%
4/23/2026Simmons Bank8,516$406K0.0%-11.6%0.004%
4/23/2026waypoint wealth counsel15,000$716K0.4%-11.8%0.007%
4/23/2026Apollon Wealth Management LLC5,353$255K0.0%-59.2%0.002%
4/22/2026Midwest Financial Group LLC16,758$800K0.3%+9.8%0.008%
4/21/2026Crown Wealth Group LLC9,478$452K0.1%-16.0%0.004%
4/21/2026Pacific Sage Partners LLC195,907$9.35M1.5%-18.2%0.091%
4/21/2026Contravisory Investment Management Inc.1,556$74K0.0%N/A0.001%
4/21/2026Silver Oak Securities Incorporated7,692$367K0.0%+16.2%0.004%
4/20/2026Kestra Private Wealth Services LLC57,687$2.75M0.0%-1.9%0.027%
4/20/2026Hilton Head Capital Partners LLC20,280$968K0.5%-1.2%0.009%
4/20/2026Blue Trust Inc.31,546$1.51M0.0%+15.0%0.015%
4/18/2026CENTRAL TRUST Co4,864,374$232.13M4.6%-34.2%2.263%
4/18/2026BCS Wealth Management7,372$352K0.1%-50.8%0.003%
4/17/2026Andina Capital Management LLC19,509$931K0.8%-48.4%0.009%
4/17/2026WealthBridge Capital Management LLC10,358$494K0.1%-36.7%0.005%
4/17/2026AdvisorNet Financial Inc8,150$389K0.0%-15.5%0.004%
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4/17/2026Brookstone Capital Management166,301$7.94M0.1%-27.5%0.077%
4/16/2026Sunbeam Capital Management LLC42,760$2.04M1.2%-9.3%0.020%
4/15/2026Nations 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%
2/24/2026Ketron Financial13,407$614K0.2%N/A0.006%
2/24/2026Astoria 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%


CEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 426 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 359 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. ($1.71M), and Bluefin Capital Management LLC ($1.33M).

Institutional investors have bought a total of 17,274,333 shares in the last 24 months. This purchase volume represents approximately $681.75M in transactions.

Of the 188 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), Bleakley Financial Group LLC ($1.39M), Bluefin Capital Management LLC ($1.25M), Royal Bank of Canada ($564.76K), and Jane Street Group LLC ($507.94K).

Institutional investors have sold a total of 15,449,379 shares in the last 24 months. This volume of shares sold represents approximately $599.95M in transactions.


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This page (NYSEAMERICAN:CEF) was last updated on 7/10/2026 by MarketBeat.com Staff.
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