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Sprott Physical Gold and Silver Trust
CEF

Overview Fund Activity

299 hedge funds and large institutions have $1.42B invested in Sprott Physical Gold and Silver Trust in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
4.33%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
30
Increased
65
Reduced
102
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$120M
2
SI
2
Sprott Inc
Ontario, Canada
$26.9M
3
BCM
3
Bluefin Capital Management
New York
$68.9M
4
CS
4
Cannell & Spears
New York
$9.88M
5
PI
5
PFG Investments
New York
$9.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
BFM
2
Boothbay Fund Management
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$18.5M
4
PAG
4
Private Advisor Group
New Jersey
$2.65M
5
JAM
5
Jupiter Asset Management
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
226
WR Wealth Planners
Missouri
$188K +$188K +9,253 New
GI
227
Gradient Investments
Minnesota
$182K – – –
TJHA
228
Thomas J. Herzfeld Advisors
Florida
$163K – – –
CAL
229
Capital Analysts LLC
Pennsylvania
$158K – – –
ECM
230
Elgethun Capital Management
South Dakota
$153K – – –
WT
231
Whittier Trust
California
$149K – – –
GC
232
Garde Capital
Washington
$147K – – –
UB
233
UMB Bank
Missouri
$143K – – –
RWM
234
Ruedi Wealth Management
Illinois
$143K – – –
WTA
235
Washington Trust Advisors
Massachusetts
$141K +$2.54K +125 +2%
SAM
236
S.A. Mason
Michigan
$133K +$509 +25 +0.4%
NS
237
NBC Securities
Alabama
$123K – – –
HI
238
Harbour Investments
Wisconsin
$113K – – –
CSC
239
Caldwell Sutter Capital
California
$104K – – –
AA
240
Addison Advisors
Vermont
$96.4K – – –
UBS Group
241
UBS Group
Switzerland
$85K -$325K -15,983 -79%
LWA
242
Lowe Wealth Advisors
Maryland
$81.4K – – –
SFA
243
Semmax Financial Advisors
North Carolina
$79.8K – – –
BBHC
244
Brown Brothers Harriman & Co
New York
$69K – – –
HWA
245
Heritage Wealth Advisors
Virginia
$61K – – –
ATC
246
Advantage Trust Company
Kansas
$60.8K -$20.3K -1,000 -25%
BFS
247
Burkett Financial Services
South Carolina
$56.3K – – –
First Manhattan
248
First Manhattan
New York
$52.9K – – –
LFG
249
Larson Financial Group
Missouri
$41.5K +$40.7K +2,000 +4,762%
GI
250
GAMMA Investing
California
$40.7K – – –
8 9
10
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