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

Cherry Tree 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 Q3	$80.5K	Hold	4,158	–	–	0.02%	242
2026 Q2	$78.5K	Sell	4,158 -535	-11%	-$12.6K	0.01%	245
2026 Q1	$114K	Sell	4,693 -9,000	-66%	-$246K	0.02%	202
2025 Q4	$324K	Sell	13,693 -596	-4%	-$10.9K	0.07%	126
2025 Q3	$224K	Sell	14,289 -3,000	-17%	-$40.1K	0.05%	153
2025 Q2	$212K	Sell	17,289 -1,711	-9%	-$19.4K	0.05%	152
2025 Q1	$220K	Sell	19,000 -10,000	-34%	-$108K	0.05%	150
2024 Q4	$280K	Sell	29,000 -5,000	-15%	-$52.7K	0.07%	136
2024 Q3	$355K	Sell	34,000 -2,000	-6%	-$20K	0.08%	122
2024 Q2	$357K	Sell	36,000 -2,000	-5%	-$19.4K	0.09%	115
2024 Q1	$315K	Hold	38,000	–	–	0.08%	126
2023 Q4	$307K	Sell	38,000 -3,000	-7%	-$23.7K	0.08%	123
2023 Q3	$311K	Sell	41,000 -2,500	-6%	-$20.1K	0.09%	110
2023 Q2	$339K	Buy	+43,500	New	+$361K	0.1%	108

Other funds holding PSLV

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cherry Tree Wealth Management's PSLV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Sprott Physical Silver Trust (PSLV) position steady in Q3 2026 at 4,158 shares worth $80.5K. The position accounts for 0.02% of the portfolio, ranked #242.

Cherry Tree Wealth Management first reported a position in PSLV in Q2 2023 and has held it in 14 quarters since. The position peaked at $357K in Q2 2024. 164 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

Cherry Tree Wealth Management held 4,158 shares of Sprott Physical Silver Trust worth $80.5K as of Q3 2026.
Cherry Tree Wealth Management left its Sprott Physical Silver Trust share count unchanged in Q3 2026.
Sprott Physical Silver Trust made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #242 holding.
Cherry Tree Wealth Management first reported a position in Sprott Physical Silver Trust in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Sprott Physical Silver Trust position peaked at $357K in Q2 2024.
164 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.