Public ownership evidence

Sprott Physical Gold and Silver Trust (CEF) Ownership Disclosures

Read CEF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Sprott Physical Gold and Silver Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
29,470
Value (USD)
$1,185,578
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CEF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CEF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2829,470$1,185,578None
Dakota Wealth Management2025-09-302026-08-2721,986$806,667None
Dakota Wealth Management2025-12-312026-08-2730,255$1,385,679None
Dakota Wealth Management2026-03-312026-08-2722,702$1,083,340None
Rehmann Capital Advisory Group2026-06-302026-08-2116,400$659,772None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,818$1,561,647None
Beacon Pointe Advisors, LLC2026-06-302026-08-19138,425$5,568,838None
Strait & Sound Wealth Management LLC2026-06-302026-08-1915,022$604,335None
Corient Private Wealth LP2026-06-302026-08-1829,945$1,204,687None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1862,215$2,502,909None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1860,376$2,881,143None
Equitable Holdings, Inc.2026-06-302026-08-1856,677$2,280,116None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-188,703$350,121None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1817,490$704,000None
Thompson David Blair2026-06-302026-08-156,965$280,202None
Thompson David Blair2025-12-312026-08-156,965$318,997None
Thompson David Blair2026-03-312026-08-156,965$332,370None
Wellington Grp LLC2026-06-302026-08-151,525$72,773None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15100$4,023None
TORONTO DOMINION BANK2026-06-302026-08-1525,000$1,007,000None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1513,640$548,138None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15298,614$11,984,363None
Mutual Advisors, LLC2026-06-302026-08-1595,196$3,829,735None
Advyzon Investment Management, LLC2026-06-302026-08-151,431$57,569None
Advyzon Investment Management, LLC2026-06-302026-08-155,123$206,098None
Kera Capital Partners, Inc.2026-06-302026-08-155,978$240,495None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,350$175,001None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1510,393$418,110None
Perennial Investment Advisors, LLC2026-06-302026-08-1510,000$402,300None
Schwallier Wealth Management LLC2026-06-302026-08-1524,114$970,106None
Resurgent Financial Advisors LLC2026-06-302026-08-157,570$304,541None
Paradigm Capital Management, LLC/NV2026-06-302026-08-158,145$328,000None
Ameritas Advisory Services, LLC2026-06-302026-08-151,140$45,862None
XTX Topco Ltd2026-06-302026-08-1556,917$2,289,771None
PYA Waltman Capital, LLC2026-06-302026-08-15204,820$8,239,891None
Foundations Investment Advisors, LLC2026-06-302026-08-155,306$213,460None
IFG Advisory, LLC2026-06-302026-08-157,029$282,777None
DV Trading LLC2026-06-302026-08-155,500$221,265None
Cable Car Capital, LP2026-06-302026-08-15125,000$5,028,750None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,525$182,041None
OSAIC HOLDINGS, INC.2026-06-302026-08-15440,224$17,710,217None
JANE STREET GROUP, LLC2026-06-302026-08-15260,916$10,496,651None
JANE STREET GROUP, LLC2026-06-302026-08-15636,645$25,612,228None
Heritage Wealth Advisors2026-06-302026-08-153,000$120,690None
Regal Investment Advisors LLC2026-06-302026-08-1522,064$887,615None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15134,504$5,411,096None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1581,842$3,292,504None
Ancora Advisors LLC2026-06-302026-08-1565,794$2,646,884None
Ancora Advisors LLC2026-06-302026-08-1530,000$1,206,900None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,175$47,266None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strait & Sound Wealth Management LLC ↗Corient Private Wealth LP ↗Nalls Sherbakoff Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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