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

Bernicke 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 		$232K Hold
12,297
– – 0.03% 101
2026
Q1 		$300K Hold
12,297
– – 0.04% 85
2025
Q4 		$291K Buy
+12,297
New +$225K 0.04% 83

Other funds holding PSLV

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BlackRock
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Bernicke Wealth Management's PSLV Position: Q2 2026 in Review

Bernicke Wealth Management held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2026 at 12,297 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #101.

Bernicke Wealth Management first reported a position in PSLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 402 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Bernicke Wealth Management held 12,297 shares of Sprott Physical Silver Trust worth $232K as of Q2 2026.
  • Bernicke Wealth Management left its Sprott Physical Silver Trust share count unchanged in Q2 2026.
  • Sprott Physical Silver Trust made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Bernicke Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Sprott Physical Silver Trust position peaked at $300K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.