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 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's PSLV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Sprott Physical Silver Trust (PSLV) stake by 66% in Q1 2026, selling an estimated $246K and leaving 4,693 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #202.

Cherry Tree Wealth Management first reported a position in PSLV in Q2 2023 and has held it in 12 quarters since. The position peaked at $357K in Q2 2024. 505 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.

Cherry Tree Wealth Management held 4,693 shares of Sprott Physical Silver Trust worth $114K as of Q1 2026.
Cherry Tree Wealth Management sold 9,000 Sprott Physical Silver Trust shares in Q1 2026, an estimated $246K.
Sprott Physical Silver Trust made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #202 holding.
Cherry Tree Wealth Management first reported a position in Sprott Physical Silver Trust in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Sprott Physical Silver Trust position peaked at $357K in Q2 2024.
505 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.