Concord Wealth Partners’s Sprott Physical Silver Trust PSLV Stock Holding History

Concord Wealth Partners’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	$47.2K	Buy	+2,500	New	+$58.9K	0.01%	376
2026 Q1	–	Sell	-2,500	Closed	-$59.1K	–	640
2025 Q4	$59.1K	Hold	2,500	–	–	0.01%	310
2025 Q3	$39.3K	Hold	2,500	–	–	0.01%	374
2025 Q2	$30.6K	Hold	2,500	–	–	﹤0.01%	403
2025 Q1	$29K	Hold	2,500	–	–	﹤0.01%	390
2024 Q4	$24.1K	Hold	2,500	–	–	﹤0.01%	429
2024 Q3	$26.1K	Hold	2,500	–	–	﹤0.01%	435
2024 Q2	$24.8K	Hold	2,500	–	–	﹤0.01%	397
2024 Q1	$20.7K	Hold	2,500	–	–	﹤0.01%	482
2023 Q4	$20.2K	Hold	2,500	–	–	﹤0.01%	478
2023 Q3	$18.9K	Sell	2,500 -1,610	-39%	-$13K	﹤0.01%	519
2023 Q2	$32K	Hold	4,110	–	–	0.01%	424
2023 Q1	$34.3K	Hold	4,110	–	–	0.01%	402
2022 Q4	$33.9K	Buy	+4,110	New	+$30K	0.01%	443
2022 Q3	–	Sell	-4,110	Closed	-$28K	–	876
2022 Q2	$28K	Hold	4,110	–	–	0.01%	468
2022 Q1	$36K	Hold	4,110	–	–	0.01%	490
2021 Q4	$33K	Buy	4,110 +2,500	+155%	+$20.3K	0.01%	533
2021 Q3	$12K	Buy	1,610 +1,150	+250%	+$9.79K	﹤0.01%	449
2021 Q2	$4K	Hold	460	–	–	﹤0.01%	778
2021 Q1	$4K	Buy	+460	New	+$4.33K	﹤0.01%	727

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Concord Wealth Partners's PSLV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Sprott Physical Silver Trust (PSLV) in Q2 2026: 2,500 shares worth $47.2K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PSLV as recently as Q4 2025.

Concord Wealth Partners first reported a position in PSLV in Q1 2021 and has held it in 20 quarters since. The position peaked at $59.1K in Q4 2025. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Concord Wealth Partners held 2,500 shares of Sprott Physical Silver Trust worth $47.2K as of Q2 2026.
Sprott Physical Silver Trust was a new Concord Wealth Partners position in Q2 2026.
Sprott Physical Silver Trust made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #376 holding.
Concord Wealth Partners first reported a position in Sprott Physical Silver Trust in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's Sprott Physical Silver Trust position peaked at $59.1K in Q4 2025.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.