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 %
CW
176
CreativeOne Wealth
Kansas
$439K +$439K +17,937 New
WCM
177
WealthBridge Capital Management
Ohio
$425K – – –
PA
178
Procyon Advisors
Connecticut
$424K – – –
RJT
179
Raymond James Trust
Florida
$424K +$424K +17,296 New
TC
180
TownSquare Capital
Utah
$415K – – –
OPA
181
Old Port Advisors
Maine
$415K – – –
AWM
182
Apollon Wealth Management
South Carolina
$414K -$262K -10,700 -39%
MAS
183
Madden Advisory Services
Florida
$404K -$6.86K -280 -2%
WWC
184
Waypoint Wealth Counsel
Georgia
$404K – – –
AIP
185
Almanack Investment Partners
Pennsylvania
$403K – – –
RCAG
186
Rehmann Capital Advisory Group
Michigan
$402K – – –
NFG
187
Nadler Financial Group
Illinois
$392K +$392K +16,015 New
JWCA
188
J.W. Cole Advisors
Florida
$384K +$26.9K +1,100 +8%
KWA
189
Kellett Wealth Advisors
Ohio
$375K – – –
IFO
190
Independent Family Office
New York
$371K – – –
STA
191
Summit Trail Advisors
New York
$367K – – –
AIS
192
American Investment Services
Massachusetts
$362K – – –
MW
193
MBL Wealth
North Carolina
$361K – – –
OA
194
Oxbow Advisors
Texas
$345K +$103K +4,206 +42%
SFC
195
Strategic Financial Concepts
Texas
$339K -$7.87M -321,448 -96%
MLA
196
MB, Levis & Associates
Pennsylvania
$335K – – –
SFFS
197
Stonehage Fleming Financial Services
Jersey
$332K – – –
TBA
198
Tower Bridge Advisors
Pennsylvania
$328K – – –
IWN
199
Independent Wealth Network
Iowa
$327K -$6.64K -271 -2%
TIA
200
Tiemann Investment Advisors
California
$326K +$326K +13,310 New
6 7
8
9 10