Beaird Harris Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Beaird Harris 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	$1.64M	Sell	87,133 -28,605	-25%	-$673K	0.1%	60
2026 Q1	$2.82M	Sell	115,738 -51,667	-31%	-$1.41M	0.19%	47
2025 Q4	$3.96M	Buy	167,405 +1,781	+1%	+$32.6K	0.27%	42
2025 Q3	$2.6M	Hold	165,624	–	–	0.18%	48
2025 Q2	$2.03M	Hold	165,624	–	–	0.16%	53
2025 Q1	$1.92M	Sell	165,624 -1,629	-1%	-$17.6K	0.16%	50
2024 Q4	$1.61M	Buy	167,253 +65,617	+65%	+$692K	0.14%	57
2024 Q3	$1.06M	Buy	101,636 +8,064	+9%	+$80.8K	0.09%	63
2024 Q2	$929K	Buy	93,572 +57,235	+158%	+$555K	0.09%	59
2024 Q1	$301K	Sell	36,337 -1,042	-3%	-$8.16K	0.03%	91
2023 Q4	$302K	Sell	37,379 -1,222	-3%	-$9.65K	0.03%	84
2023 Q3	$293K	Sell	38,601 -3,325	-8%	-$26.8K	0.04%	76
2023 Q2	$327K	Sell	41,926 -943	-2%	-$7.84K	0.04%	70
2023 Q1	$358K	Hold	42,869	–	–	0.06%	65
2022 Q4	$353K	Hold	42,869	–	–	0.07%	66
2022 Q3	$284K	Sell	42,869 -5,425	-11%	-$36K	0.06%	64
2022 Q2	$333K	Buy	48,294 +2,275	+5%	+$17.8K	0.09%	52
2022 Q1	$404K	Buy	46,019 +7,377	+19%	+$61.7K	0.15%	54
2021 Q4	$310K	Buy	+38,642	New	+$315K	0.11%	88

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

Beaird Harris Wealth Management's PSLV Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Sprott Physical Silver Trust (PSLV) stake by 25% in Q2 2026, selling an estimated $673K and leaving 87,133 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #60.

Beaird Harris Wealth Management first reported a position in PSLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.96M in Q4 2025. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Beaird Harris Wealth Management held 87,133 shares of Sprott Physical Silver Trust worth $1.64M as of Q2 2026.
Beaird Harris Wealth Management sold 28,605 Sprott Physical Silver Trust shares in Q2 2026, an estimated $673K.
Sprott Physical Silver Trust made up 0.1% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #60 holding.
Beaird Harris Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Sprott Physical Silver Trust position peaked at $3.96M in Q4 2025.
475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.