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Bard Financial Services’s Sprott Physical Silver Trust PSLV Stock Holding History

Bard Financial Services’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
2025
Q3 		$204K Sell
13,000
-1,950
-13% -$26.1K 0.02% 196
2025
Q2 		$183K Hold
14,950
– – 0.02% 190
2025
Q1 		$173K Hold
14,950
– – 0.02% 193
2024
Q4 		$144K Hold
14,950
– – 0.02% 192
2024
Q3 		$156K Sell
14,950
-14,500
-49% -$145K 0.02% 195
2024
Q2 		$292K Hold
29,450
– – 0.03% 185
2024
Q1 		$244K Hold
29,450
– – 0.03% 202
2023
Q4 		$238K Hold
29,450
– – 0.03% 207
2023
Q3 		$223K Sell
29,450
-7,700
-21% -$62K 0.03% 203
2023
Q2 		$289K Hold
37,150
– – 0.02% 261
2023
Q1 		$310K Sell
37,150
-13,250
-26% -$102K 0.02% 253
2022
Q4 		$415K Buy
50,400
+13,750
+38% +$100K 0.04% 213
2022
Q3 		$243K Hold
36,650
– – 0.02% 254
2022
Q2 		$253K Hold
36,650
– – 0.02% 247
2022
Q1 		$321K Sell
36,650
-4,970
-12% -$41.5K 0.03% 234
2021
Q4 		$334K Buy
41,620
+1,870
+5% +$15.2K 0.03% 221
2021
Q3 		$305K Sell
39,750
-21,500
-35% -$183K 0.03% 224
2021
Q2 		$568K Buy
61,250
+4,000
+7% +$38.3K 0.05% 178
2021
Q1 		$503K Sell
57,250
-15,000
-21% -$141K 0.05% 175
2020
Q4 		$675K Buy
+72,250
New +$620K 0.07% 160

Other funds holding PSLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Bard Financial Services's PSLV Position: Q3 2025 in Review

Bard Financial Services reduced its Sprott Physical Silver Trust (PSLV) stake by 13% in Q3 2025, selling an estimated $26.1K and leaving 13,000 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #196.

Bard Financial Services first reported a position in PSLV in Q4 2020 and has held it in 20 quarters since. The position peaked at $675K in Q4 2020. 420 funds tracked by Wall St. Rank hold PSLV as of Q3 2025.

  • Bard Financial Services held 13,000 shares of Sprott Physical Silver Trust worth $204K as of Q3 2025.
  • Bard Financial Services sold 1,950 Sprott Physical Silver Trust shares in Q3 2025, an estimated $26.1K.
  • Sprott Physical Silver Trust made up 0.02% of Bard Financial Services's portfolio in Q3 2025, its #196 holding.
  • Bard Financial Services first reported a position in Sprott Physical Silver Trust in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Sprott Physical Silver Trust position peaked at $675K in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.