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Capital Planning Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Capital Planning 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
Q1 		$223K Hold
9,125
– – 0.03% 140
2025
Q4 		$216K Buy
+9,125
New +$167K 0.03% 155

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
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
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Planning Advisors's PSLV Position: Q1 2026 in Review

Capital Planning Advisors held its Sprott Physical Silver Trust (PSLV) position steady in Q1 2026 at 9,125 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #140.

Capital Planning Advisors first reported a position in PSLV in Q4 2025 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.

  • Capital Planning Advisors held 9,125 shares of Sprott Physical Silver Trust worth $223K as of Q1 2026.
  • Capital Planning Advisors left its Sprott Physical Silver Trust share count unchanged in Q1 2026.
  • Sprott Physical Silver Trust made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #140 holding.
  • Capital Planning Advisors first reported a position in Sprott Physical Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.