Sprott Physical Gold and Silver Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CENTRAL TRUST CO | 02/02/2026 | 7.39 M | $338.53 M | -5.52% | 3.82% |
| MORGAN STANLEY | 02/13/2026 | 5.63 M | $257.72 M | 9.75% | 2.91% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 4.85 M | $222.19 M | -7.04% | 2.50% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.73 M | $170.93 M | -3.83% | 1.93% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2026 | 3.60 M | $164.82 M | 1.49% | 1.86% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 1.28 M | $58.60 M | -7.40% | 0.66% |
| MANAGED ASSET PORTFOLIOS, LLC | 01/29/2026 | 1.11 M | $50.93 M | -2.44% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.08 M | $49.30 M | -4.72% | 0.56% |
| LPL FINANCIAL LLC | 02/11/2026 | 934.35 K | $42.79 M | 2.37% | 0.48% |
| EVELYN PARTNERS INVESTMENT MANAGEMENT LLP | 02/13/2026 | 811.53 K | $37.17 M | 6.51% | 0.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 782.79 K | $35.85 M | -1.08% | 0.40% |
| SPROTT INC. | 02/12/2026 | 699.92 K | $32.06 M | 5.39% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 677.31 K | $31.02 M | -2.30% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 629.86 K | $28.85 M | -16.37% | 0.33% |
| CHEVIOT VALUE MANAGEMENT, LLC | 02/03/2026 | 626.34 K | $37.02 M | -13.84% | 0.32% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 625.92 K | $28.67 M | -0.97% | 0.32% |
| COHEN & STEERS, INC. | 02/13/2026 | 598.50 K | $27.41 M | 3.46% | 0.31% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 01/16/2026 | 586.80 K | $26.88 M | 0.35% | 0.30% |
| 3EDGE ASSET MANAGEMENT, LP | 02/06/2026 | 556.29 K | $26.27 M | 100.00% | 0.29% |
| JPMORGAN CHASE & CO | 02/11/2026 | 521.49 K | $23.88 M | -1.37% | 0.27% |
| SPEARS ABACUS ADVISORS LLC | 02/17/2026 | 483.03 K | $22.12 M | 0.00% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 466.95 K | $21.39 M | -2.98% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 456.97 K | $20.93 M | 5.17% | 0.24% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 447.77 K | $20.51 M | -2.23% | 0.23% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 440.17 K | $20.16 M | -0.48% | 0.23% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 409.89 K | $18.46 M | -13.36% | 0.21% |
| TIAA TRUST, NATIONAL ASSOCIATION | 02/11/2026 | 400.55 K | $18.35 M | 0.11% | 0.21% |
| MATAURO, LLC | 01/16/2026 | 399.07 K | $18.28 M | 2.71% | 0.21% |
| INLIGHT WEALTH MANAGEMENT, LLC | 01/23/2026 | 398.88 K | $18.27 M | -0.71% | 0.21% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 381.77 K | $17.49 M | -2.66% | 0.20% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 371.61 K | $17.02 M | -10.46% | 0.19% |
| PYA WALTMAN CAPITAL, LLC | 02/13/2026 | 359.33 K | $16.46 M | -25.54% | 0.19% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 356.18 K | $16.31 M | 0.00% | 0.18% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 352.81 K | $16.16 M | 0.10% | 0.18% |
| NEW HARBOR FINANCIAL GROUP, LLC | 01/30/2026 | 345.71 K | $15.83 M | -1.77% | 0.18% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 330.27 K | $15.13 M | -3.36% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 314.80 K | $14.42 M | 5.70% | 0.16% |
| EURO PACIFIC ASSET MANAGEMENT, LLC | 01/21/2026 | 285.33 K | $8.59 M | -4.43% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 278.47 K | $12.96 M | 44.85% | 0.14% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 276.76 K | $12.63 M | -5.22% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 272.15 K | $12.46 M | 205.17% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 262.79 K | $13.00 M | 0.47% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 259.04 K | $11.86 M | 64.21% | 0.13% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 253.92 K | $11.63 M | 0.00% | 0.13% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 240.93 K | $11.03 M | 1.76% | 0.12% |
| PACIFIC SAGE PARTNERS, LLC | 01/16/2026 | 239.59 K | $10.97 M | -11.43% | 0.12% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 237.79 K | $11.21 M | 0.00% | 0.12% |
| IFP ADVISORS, INC | 02/06/2026 | 234.68 K | $10.75 M | 18.23% | 0.12% |
| CADENCE WEALTH MANAGEMENT LLC | 02/06/2026 | 234.51 K | $10.74 M | -11.73% | 0.12% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 229.28 K | $10.50 M | 2.21% | 0.12% |
Sprott Physical Gold and Silver Trust institutional Ownership - FAQ's
During the previous two years, 577 institutional investors and hedge funds held shares of Sprott Physical Gold and Silver Trust. The most heavily invested institutionals were:
CENTRAL TRUST Co: 4.86 M
Bleakley Financial Group, LLC: 4.19 M
IMC-Chicago, LLC: 3.46 M
Beaumont Financial Advisors, LLC: 564,984
Marshall Financial Group LLC: 544,328
Cambridge Investment Research Advisors, Inc.: 450,465
29.83% of Sprott Physical Gold and Silver Trust stock is owned by institutional investors.
Institutional investors have bought a total of 74.10 M shares in the last 24 months. This purchase volume represents approximately $3.99 B in transactions.