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Asset Planning Inc’s Sprott Physical Silver Trust PSLV Stock Holding History

Asset Planning Inc’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,500
Closed -$85.4K – 339
2026
Q1 		$85.4K Buy
+3,500
New +$95.5K 0.06% 123

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Asset Planning Inc's PSLV Position: Q2 2026 in Review

Asset Planning Inc sold out of Sprott Physical Silver Trust (PSLV) in Q2 2026, closing a stake of 3,500 shares — an estimated $85.4K sold.

Asset Planning Inc first reported a position in PSLV in Q1 2026 and held it in 1 quarter. The position peaked at $85.4K in Q1 2026. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Asset Planning Inc reported no remaining Sprott Physical Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Asset Planning Inc sold 3,500 Sprott Physical Silver Trust shares in Q2 2026, an estimated $85.4K.
  • Asset Planning Inc first reported a position in Sprott Physical Silver Trust in Q1 2026 and held it in 1 quarter.
  • Asset Planning Inc's Sprott Physical Silver Trust position peaked at $85.4K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.