SPROTT PHYSICAL GOLD AND SIL (CEF) Institutional Shareholders

SPROTT PHYSICAL GOLD AND SIL (CEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.52B in CEF holdings during the latest filing period.

Bleakley Financial Group, Llc is currently the largest disclosed institutional shareholder of CEF tracked by InsiderSet, reporting ownership valued at approximately $200.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $167.76M, representing an estimated loss of -16.16% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed CEF value among the investors covered in this analysis. Major shareholders include Bleakley Financial Group, Llc, Morgan Stanley, Central Trust Co, and several other long-term asset managers with concentrated positions in SPROTT PHYSICAL GOLD AND SIL (CEF).

This page ranks the largest institutional CEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

450

Total Reported Value

$2.52B

Largest Holder

Bleakley Financial Group, Llc

Largest Position

$200.09M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

53

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bleakley Financial Group, Llc3.13%4,192,955$200,087,825$167,760,130-$32,327,695-16.16%
Morgan Stanley0.01%4,054,540$193,482,690$162,222,145-$31,260,545-16.16%
Central Trust Co3.28%4,506,959$181,314,961$180,323,430-$991,531-0.55%
Jupiter Asset Management Ltd0.90%3,548,060$168,816,695$141,957,881-$26,858,814-15.91%
Imc-Chicago, Llc2.51%3,464,915$165,345,744$138,631,249-$26,714,495-16.16%
Royal Bank Of Canada0.03%3,315,950$158,238,000$132,671,160-$25,566,841-16.16%
Weiss Asset Management Lp1.53%1,739,500$83,008,940$69,597,395-$13,411,545-16.16%
Wells Fargo & Company/Mn0.01%1,181,850$56,397,862$47,285,819-$9,112,044-16.16%
Baird Financial Group, Inc.0.08%1,088,961$51,965,219$43,569,330-$8,395,889-16.16%
Managed Asset Portfolios, Llc5.50%961,480$45,881,826$38,468,815-$7,413,011-16.16%
Raymond James Financial Inc0.01%939,055$44,811,722$37,571,591-$7,240,131-16.16%
Lpl Financial Llc0.01%909,025$43,378,667$36,370,090-$7,008,577-16.16%
Evelyn Partners Investment Management Llp1.03%797,590$38,060,995$31,911,576-$6,149,419-16.16%
Jane Street Group, Llc0.04%697,426$33,281,169$27,904,014-$5,377,155-16.16%
Bank Of America Corp0.00%630,204$30,073,342$25,214,462-$4,858,880-16.16%
Cheviot Value Management, Llc2.75%573,842$27,383,740$22,959,418-$4,424,322-16.16%
Beaumont Financial Advisors, Llc1.85%564,984$26,961,014$22,605,010-$4,356,004-16.16%
Sprott Inc.0.85%636,665$25,613,033$25,472,967-$140,066-0.55%
Cibc World Market Inc.0.04%503,392$24,021,866$20,140,714-$3,881,152-16.16%
Cannell & Spears Llc0.46%483,025$23,031,494$19,325,830-$3,705,664-16.09%
Marshall Financial Group, Llc3.19%544,511$21,905,664$21,785,885-$119,779-0.55%
Gem Investment Advisors, Llc9.52%422,652$19,717,579$16,910,307-$2,807,272-14.24%
Citadel Advisors Llc0.01%384,376$18,342,423$15,378,884-$2,963,539-16.16%
Neuberger Berman Group Llc0.01%361,634$17,257,175$14,468,976-$2,788,199-16.16%
Hollencrest Capital Management0.63%356,183$16,997,053$14,250,882-$2,746,171-16.16%
Ameriprise Financial Inc0.00%347,316$16,571,616$13,896,113-$2,675,503-16.15%
Osaic Holdings, Inc.0.02%345,373$16,481,223$13,818,374-$2,662,849-16.16%
Tiaa-Cref Individual & Institutional Services, Llc0.06%339,510$16,201,417$13,583,795-$2,617,622-16.16%
Cetera Investment Advisers0.02%338,427$16,149,716$13,540,464-$2,609,252-16.16%
Evergreen Capital Management Llc0.25%359,926$14,479,823$14,400,639-$79,184-0.55%
3Edge Asset Management, Lp0.62%347,252$13,969,948$13,893,553-$76,395-0.55%
New Harbor Financial Group, Llc2.22%346,918$13,956,511$13,880,189-$76,322-0.55%
Matauro, Llc1.76%330,630$13,301,228$13,228,506-$72,722-0.55%
Northwestern Mutual Wealth Management Co0.01%273,113$13,032,953$10,927,251-$2,105,702-16.16%
National Bank Of Canada0.01%323,916$12,902,740$12,959,879+$57,139+0.44%
Susquehanna International Group, Llp0.02%270,326$12,899,957$10,815,743-$2,084,214-16.16%
Pfg Investments, Llc0.49%312,401$12,567,886$12,499,164-$68,722-0.55%
Mariner, Llc0.01%254,069$12,124,172$10,165,301-$1,958,871-16.16%
Newedge Wealth, Llc0.14%253,922$12,117,158$10,159,419-$1,957,739-16.16%
Federation Des Caisses Desjardins Du Quebec0.04%294,730$11,848,437$11,792,147-$56,290-0.48%
Cadence Wealth Management Llc4.26%214,094$10,216,566$8,565,901-$1,650,665-16.16%
Stifel Financial Corp0.01%208,227$9,936,589$8,331,162-$1,605,427-16.16%
Intrepid Capital Management Inc3.74%203,948$9,732,399$8,159,959-$1,572,440-16.16%
Jones Financial Companies Lllp0.00%213,735$9,680,058$8,551,537-$1,128,521-11.66%
Private Advisor Group, Llc0.04%238,559$9,597,211$9,544,746-$52,465-0.55%
Sapient Capital Llc0.13%237,789$9,566,251$9,513,938-$52,313-0.55%
Cable Car Capital, Lp3.30%200,000$9,544,000$8,002,000-$1,542,000-16.16%
Evelyn Partners Investment Management Services Ltd1.11%198,011$9,449,085$7,922,420-$1,526,665-16.16%
Pacific Sage Partners, Llc1.47%195,907$9,348,682$7,838,239-$1,510,443-16.16%
Pya Waltman Capital, Llc2.53%191,270$9,127,391$7,652,713-$1,474,678-16.16%

Frequently asked questions about CEF

  • Who owns the most CEF stock?

    The largest holders of CEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPROTT PHYSICAL GOLD AND SIL (CEF).

  • Is CEF widely held by superinvestors?

    Many widely followed stocks like CEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CEF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.