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Briaud Financial Planning’s Sprott Physical Silver Trust PSLV Stock Holding History

Briaud Financial Planning’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 		– Sell
-100
Closed -$1K – 268
2025
Q2 		$1K Hold
100
– – ﹤0.01% 335
2025
Q1 		$1K Hold
100
– – ﹤0.01% 191
2024
Q4 		$0 Hold
100
– – ﹤0.01% 204
2024
Q3 		$1K Hold
100
– – ﹤0.01% 130
2024
Q2 		$0 Hold
100
– – ﹤0.01% 143
2024
Q1 		$1K Buy
+100
New +$783 ﹤0.01% 126
2023
Q4 		– Sell
-100
Closed – – 126
2023
Q3 		$0 Buy
+100
New +$805 ﹤0.01% 172

Other funds holding PSLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Briaud Financial Planning's PSLV Position: Q3 2025 in Review

Briaud Financial Planning sold out of Sprott Physical Silver Trust (PSLV) in Q3 2025, closing a stake of 100 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in PSLV in Q3 2023 and held it in 7 quarters. The position peaked at $1K in Q2 2025. 420 funds tracked by Wall St. Rank hold PSLV as of Q3 2025.

  • Briaud Financial Planning reported no remaining Sprott Physical Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 100 Sprott Physical Silver Trust shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Sprott Physical Silver Trust in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Sprott Physical Silver Trust position peaked at $1K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.