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

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return