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Sprott Physical Gold and Silver Trust

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
4.34%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$792K -$99.7K -4,904 -11%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$790K -$816K -40,113 -51%
Truist Financial
128
Truist Financial
North Carolina
$777K -$133K -6,520 -15%
SFC
129
Strategic Financial Concepts
Texas
$777K +$345K +16,962 +80%
WF
130
Welch & Forbes
Massachusetts
$732K -$10.2K -500 -1%
SWP
131
Stratos Wealth Partners
Ohio
$716K -$10.6K -519 -1%
CAM
132
Cresset Asset Management
Illinois
$712K +$102K +5,000 +17%
CPA
133
Cardiff Park Advisors
California
$708K -$17.3K -850 -2%
Creative Planning
134
Creative Planning
Kansas
$697K -$96.1K -4,724 -12%
OC
135
Oppenheimer & Close
New York
$679K
IWM
136
IHT Wealth Management
Illinois
$671K
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$667K +$262K +12,872 +65%
MF
138
Montis Financial
Massachusetts
$633K +$30.5K +1,500 +5%
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$610K
VFA
140
Valeo Financial Advisors
Indiana
$609K +$2.19K +102 +0.4%
JIP
141
Jaffetilchin Investment Partners
Florida
$599K
DADC
142
D.A. Davidson & Co
Montana
$596K -$90.8K -4,465 -13%
TF
143
Tompkins Financial
New York
$590K
HCMT
144
Highland Capital Management (Tennessee)
Tennessee
$574K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$566K -$27.1K -1,332 -5%
CAP
146
Columbia Advisory Partners
Washington
$565K +$90.7K +4,461 +19%
MC
147
Moors & Cabot
Massachusetts
$552K -$8.77K -431 -2%
WA
148
WealthTrust Axiom
Pennsylvania
$545K -$40.7K -2,000 -7%
CTA
149
Camelot Technology Advisors
California
$544K
ASN
150
Advisory Services Network
Georgia
$536K -$10.2K -500 -2%