Carson Wealth (CWM LLC)’s Sprott Physical Silver Trust PSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204K | Buy |
8,374
+3,504
| +72% | +$95.6K | ﹤0.01% | 2723 |
|
|
2025
Q4 | $115K | Buy |
4,870
+795
| +20% | +$14.6K | ﹤0.01% | 2966 |
|
|
2025
Q3 | $64K | Buy |
4,075
+2,461
| +152% | +$32.9K | ﹤0.01% | 3326 |
|
|
2025
Q2 | $20K | Buy |
1,614
+875
| +118% | +$9.91K | ﹤0.01% | 3922 |
|
|
2025
Q1 | $9K | Sell |
739
-2,723
| -79% | -$29.4K | ﹤0.01% | 4175 |
|
|
2024
Q4 | $33K | Buy |
3,462
+1,852
| +115% | +$19.5K | ﹤0.01% | 3106 |
|
|
2024
Q3 | $17K | Sell |
1,610
-450
| -22% | -$4.51K | ﹤0.01% | 3472 |
|
|
2024
Q2 | $20K | Sell |
2,060
-13,284
| -87% | -$129K | ﹤0.01% | 3117 |
|
|
2024
Q1 | $127K | Sell |
15,344
-901
| -6% | -$7.06K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $131K | Buy |
16,245
+60
| +0.4% | +$474 | ﹤0.01% | 1607 |
|
|
2023
Q3 | $123K | Buy |
16,185
+1,451
| +10% | +$11.7K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $115K | Sell |
14,734
-125
| -0.8% | -$1.04K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $124K | Buy |
14,859
+1,000
| +7% | +$7.72K | ﹤0.01% | 1384 |
|
|
2022
Q4 | $114K | Sell |
13,859
-41,695
| -75% | -$305K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $368K | Sell |
55,554
-6,575
| -11% | -$43.6K | ﹤0.01% | 843 |
|
|
2022
Q2 | $429K | Buy |
62,129
+2,450
| +4% | +$19.2K | ﹤0.01% | 780 |
|
|
2022
Q1 | $523K | Hold |
59,679
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $479K | Buy |
+59,679
| New | +$486K | ﹤0.01% | 740 |
|
|
2021
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q1 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q4 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q3 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q1 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q4 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q3 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q1 | $50K | Buy |
5,350
+5,150
| +2,575% | +$29.1K | ﹤0.01% | 1401 |
|
|
2018
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 1967 |
|
|
2018
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q2 | $1K | Buy |
+200
| New | +$1.22K | ﹤0.01% | 1575 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | – | – | 1163 |
|
|
2016
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1049 |
|
|
2016
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 851 |
|
|
2016
Q1 | $0 | Buy |
+18
| New | +$105 | ﹤0.01% | 800 |
|
|
2015
Q4 | – | Sell |
-18
| Closed | – | – | 742 |
|
|
2015
Q3 | $0 | Buy |
+18
| New | +$104 | ﹤0.01% | 655 |
|
|
2014
Q1 | – | Sell |
-18
| Closed | – | – | 409 |
|
|
2013
Q4 | $0 | Buy |
+18
| New | +$149 | ﹤0.01% | 647 |
|
Other funds holding PSLV
FDCDDQ
JAM
WAM
AA
Carson Wealth (CWM LLC)'s PSLV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Sprott Physical Silver Trust (PSLV) stake by 72% in Q1 2026, buying an estimated $95.6K and bringing the position to 8,374 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.
Carson Wealth (CWM LLC) first reported a position in PSLV in Q4 2013 and has held it in 36 quarters since. The position peaked at $523K in Q1 2022. 505 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,374 shares of Sprott Physical Silver Trust worth $204K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,504 Sprott Physical Silver Trust shares in Q1 2026, an estimated $95.6K.
- Sprott Physical Silver Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2723 holding.
- Carson Wealth (CWM LLC) first reported a position in Sprott Physical Silver Trust in Q4 2013 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Sprott Physical Silver Trust position peaked at $523K in Q1 2022.
- 505 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.