Baker Tilly Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Baker Tilly Wealth Management’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	$816K	Hold	43,227	–	–	0.17%	115
2026 Q1	$1.05M	Buy	43,227 +3,795	+10%	+$104K	0.26%	75
2025 Q4	$933K	Hold	39,432	–	–	0.23%	88
2025 Q3	$619K	Hold	39,432	–	–	0.14%	130
2025 Q2	$483K	Hold	39,432	–	–	0.17%	128
2025 Q1	$457K	Buy	39,432 +911	+2%	+$9.84K	0.18%	125
2024 Q4	$372K	Hold	38,521	–	–	0.15%	157
2024 Q3	$403K	Hold	38,521	–	–	0.18%	135
2024 Q2	$383K	Hold	38,521	–	–	0.16%	159
2024 Q1	$319K	Hold	38,521	–	–	0.06%	334
2023 Q4	$311K	Hold	38,521	–	–	0.05%	379
2023 Q3	$292K	Hold	38,521	–	–	0.05%	374
2023 Q2	$300K	Buy	38,521 +4,362	+13%	+$36.2K	0.03%	451
2023 Q1	$285K	Buy	34,159 +4,870	+17%	+$37.6K	0.03%	459
2022 Q4	$241K	Buy	29,289 +2,638	+10%	+$19.3K	0.03%	479
2022 Q3	$176K	Hold	26,651	–	–	0.02%	485
2022 Q2	$184K	Buy	26,651 +3,300	+14%	+$25.8K	0.02%	473
2022 Q1	$205K	Hold	23,351	–	–	0.02%	492
2021 Q4	$187K	Buy	+23,351	New	+$190K	0.02%	511

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baker Tilly Wealth Management's PSLV Position: Q2 2026 in Review

Baker Tilly Wealth Management held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2026 at 43,227 shares worth $816K. The position accounts for 0.17% of the portfolio, ranked #115.

Baker Tilly Wealth Management first reported a position in PSLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2026. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Baker Tilly Wealth Management held 43,227 shares of Sprott Physical Silver Trust worth $816K as of Q2 2026.
Baker Tilly Wealth Management left its Sprott Physical Silver Trust share count unchanged in Q2 2026.
Sprott Physical Silver Trust made up 0.17% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #115 holding.
Baker Tilly Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2021 and has held it in 19 quarters since.
Baker Tilly Wealth Management's Sprott Physical Silver Trust position peaked at $1.05M in Q1 2026.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.