CEF icon

Sprott Physical Gold and Silver Trust
CEF

Overview Fund Activity

329 hedge funds and large institutions have $1.46B invested in Sprott Physical Gold and Silver Trust in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.76%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
35
Increased
74
Reduced
94
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$23.5M
2
PJWM
2
Philip James Wealth Mangement
Georgia
$8.95M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$6.61M
4
JAM
4
Jupiter Asset Management
United Kingdom
$54M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.4M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$69.9M
3
Jane Street
3
Jane Street
New York
$13.5M
4
BFG
4
Bleakley Financial Group
New Jersey
$134M
5
SFC
5
Strategic Financial Concepts
Texas
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$859K -$131K -5,348 -13%
CPA
127
Cardiff Park Advisors
California
$853K – – –
IWM
128
IHT Wealth Management
Illinois
$844K +$34.8K +1,418 +4%
WF
129
Welch & Forbes
Massachusetts
$833K -$49K -2,000 -6%
UBS Group
130
UBS Group
Switzerland
$827K +$827K +33,778 New
Truist Financial
131
Truist Financial
North Carolina
$798K -$24.1K -983 -3%
ACM
132
Andina Capital Management
Utah
$768K +$64.8K +2,644 +9%
OC
133
Oppenheimer & Close
New York
$761K – – –
PCA
134
Prosperity Capital Advisors
Ohio
$757K +$757K +30,924 New
EWA
135
EverSource Wealth Advisors
Alabama
$745K +$265K +10,837 +55%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$735K – – –
DADC
137
D.A. Davidson & Co
Montana
$734K +$11.4K +465 +2%
Creative Planning
138
Creative Planning
Kansas
$727K -$288K -11,744 -28%
BPWM
139
Black Point Wealth Management
Florida
$722K -$26.9K -1,100 -4%
MF
140
Montis Financial
Massachusetts
$721K +$7.35K +300 +1%
TF
141
Tompkins Financial
New York
$710K – – –
DWM
142
Dakota Wealth Management
Florida
$704K -$49K -2,000 -7%
HCMT
143
Highland Capital Management (Tennessee)
Tennessee
$691K – – –
VFA
144
Valeo Financial Advisors
Indiana
$689K -$9.31K -380 -1%
CAM
145
Cresset Asset Management
Illinois
$687K +$13.1K +536 +2%
IIA
146
IPG Investment Advisors
California
$643K – – –
Franklin Resources
147
Franklin Resources
California
$642K +$642K +25,850 New
SPIA
148
Steward Partners Investment Advisory
New York
$634K +$14.7K +600 +2%
TWM
149
Tradition Wealth Management
Minnesota
$614K – – –
Corient Private Wealth
150
Corient Private Wealth
Florida
$612K +$28.8K +1,178 +5%
4 5
6
7 8