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Cassaday & Co Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Cassaday & Co 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 		$17.3K Buy
918
+266
+41% +$6.26K ﹤0.01% 794
2026
Q1 		$15.9K Buy
+652
New +$17.8K ﹤0.01% 811

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

Cassaday & Co Wealth Management's PSLV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Sprott Physical Silver Trust (PSLV) stake by 41% in Q2 2026, buying an estimated $6.26K and bringing the position to 918 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Cassaday & Co Wealth Management first reported a position in PSLV in Q1 2026 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Cassaday & Co Wealth Management held 918 shares of Sprott Physical Silver Trust worth $17.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 266 Sprott Physical Silver Trust shares in Q2 2026, an estimated $6.26K.
  • Sprott Physical Silver Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Cassaday & Co Wealth Management first reported a position in Sprott Physical Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.