Beam Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Beam Wealth Advisors’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	$1.86M	Sell	98,751 -134	-0.1%	-$3.15K	0.41%	52
2026 Q1	$2.41M	Buy	98,885 +988	+1%	+$27K	0.6%	45
2025 Q4	$2.32M	Buy	97,897 +5,468	+6%	+$100K	0.64%	43
2025 Q3	$1.45M	Buy	92,429 +10,572	+13%	+$141K	0.4%	57
2025 Q2	$1M	Buy	81,857 +16,932	+26%	+$192K	0.3%	70
2025 Q1	$753K	Buy	64,925 +2,310	+4%	+$24.9K	0.25%	75
2024 Q4	$604K	Buy	62,615 +5,115	+9%	+$53.9K	0.19%	84
2024 Q3	$601K	Buy	57,500 +20,198	+54%	+$202K	0.18%	87
2024 Q2	$370K	Buy	+37,302	New	+$362K	0.12%	94

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

Beam Wealth Advisors's PSLV Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Sprott Physical Silver Trust (PSLV) stake by 0.14% in Q2 2026, selling an estimated $3.15K and leaving 98,751 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #52.

Beam Wealth Advisors first reported a position in PSLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q1 2026. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Beam Wealth Advisors held 98,751 shares of Sprott Physical Silver Trust worth $1.86M as of Q2 2026.
Beam Wealth Advisors sold 134 Sprott Physical Silver Trust shares in Q2 2026, an estimated $3.15K.
Sprott Physical Silver Trust made up 0.41% of Beam Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Beam Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Sprott Physical Silver Trust position peaked at $2.41M in Q1 2026.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.