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Sprott Physical Gold and Silver Trust

356 hedge funds and large institutions have $1.51B invested in Sprott Physical Gold and Silver Trust in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 69 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

8% more funds holding

Funds holding: 329356 (+27)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.26% more ownership

Funds ownership: 29.42%30.68% (+1.3%)

3% more capital invested

Capital invested by funds: $1.46B → $1.51B (+$49.8M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 108

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
4.69%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
49
Increased
69
Reduced
108
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZRP
301
Zynergy Retirement Planning
New Jersey
$49K
GI
302
GAMMA Investing
California
$47.5K
SFA
303
Semmax Financial Advisors
North Carolina
$46.4K -$47.7K -1,925 -53%
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
$43K
CT
305
Coastline Trust
Rhode Island
$41.8K
OC
306
Oarsman Capital
Wisconsin
$39.3K
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$38K
PA
308
Parallel Advisors
California
$37.9K
BWL
309
Bogart Wealth LLC
Virginia
$35.6K
GRP
310
Global Retirement Partners
California
$35.6K
ATC
311
Advantage Trust Company
Kansas
$33.3K -$39.4K -1,590 -53%
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$33.3K
SSB
313
Sandy Spring Bank
Maryland
$33.3K
PWA
314
Principia Wealth Advisory
Texas
$33.3K +$34.7K +1,400 New
AWM
315
Avior Wealth Management
Nebraska
$31.2K
MTIC
316
Missouri Trust & Investment Company
Missouri
$26.3K -$18K -727 -40%
PP
317
Pacifica Partners
Canada
$24.2K
IWP
318
IAG Wealth Partners
Wisconsin
$23.8K
RIL
319
Rothschild Investment LLC
Illinois
$23.8K
TSMHT
320
Thurston Springer Miller Herd & Titak
Indiana
$23.8K
SAM
321
Synergy Asset Management
Washington
$22.5K +$22.8K +918 New
PGAM
322
Princeton Global Asset Management
New Jersey
$21.4K
T
323
Transce3nd
Texas
$21.1K +$22K +887 New
LFA
324
Legend Financial Advisors
Pennsylvania
$19.2K
AEPWM
325
Atlantic Edge Private Wealth Management
Florida
$19K

CEF Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q4 2024, worth a combined $1.51B — up 3.4% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CEF positions and 16 closed out — a net gain of 33 holders — while 69 added to existing stakes and 108 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $47.3M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $13.6M.

  • 356 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q4 2024, up from 329 in Q3 2024.
  • Funds reported $1.51B of Sprott Physical Gold and Silver Trust stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 49 funds opened new Sprott Physical Gold and Silver Trust positions in Q4 2024 and 16 closed out, a net change of +33 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q4 2024 was Demars Financial Group, an estimated $47.3M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.