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Sprott Physical Gold and Silver Trust

294 hedge funds and large institutions have $1.42B invested in Sprott Physical Gold and Silver Trust in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+5
Holders Change %
+1.73%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
29
Increased
70
Reduced
96
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
126
Banque Pictet & Cie
Switzerland
$793K
GWM
127
Geneos Wealth Management
Colorado
$789K -$5.75K -300 -0.7%
VAM
128
Verity Asset Management
North Carolina
$789K +$789K +41,177 New
SC
129
Scotia Capital
Ontario, Canada
$760K +$36.8K +2,075 +5%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$756K -$164K -8,561 -18%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$755K
Creative Planning
132
Creative Planning
Kansas
$747K +$117K +6,127 +19%
CA
133
Cetera Advisors
Colorado
$733K -$95.7K -4,999 -12%
IC
134
IEQ Capital
California
$727K
WF
135
Welch & Forbes
Massachusetts
$699K
SWP
136
Stratos Wealth Partners
Ohio
$684K
CPA
137
Cardiff Park Advisors
California
$683K -$7.93K -414 -1%
DADC
138
D.A. Davidson & Co
Montana
$646K -$9.19K -480 -1%
OC
139
Oppenheimer & Close
New York
$639K
IWM
140
IHT Wealth Management
Illinois
$631K -$10.5K -550 -2%
NSG
141
Nalls Sherbakoff Group
Tennessee
$604K
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$576K
CAM
143
Cresset Asset Management
Illinois
$575K
MF
144
Montis Financial
Massachusetts
$568K -$80.4K -4,200 -12%
JIP
145
Jaffetilchin Investment Partners
Florida
$564K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$558K -$1.21K -63 -0.2%
TF
147
Tompkins Financial
New York
$555K
WA
148
WealthTrust Axiom
Pennsylvania
$551K
JSW
149
Journey Strategic Wealth
New Jersey
$545K +$148K +7,707 +37%
VFA
150
Valeo Financial Advisors
Indiana
$540K -$326 -17 -0.1%