CWP
PSLV icon

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

Cyndeo 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 		$10.9M Buy
576,722
+31,687
+6% +$746K 0.51% 60
2026
Q1 		$13.3M Sell
545,035
-511,692
-48% -$14M 0.7% 38
2025
Q4 		$25M Buy
1,056,727
+19,200
+2% +$352K 1.35% 11
2025
Q3 		$16.3M Sell
1,037,527
-13,776
-1% -$184K 0.91% 29
2025
Q2 		$12.9M Buy
1,051,303
+20,106
+2% +$228K 0.76% 35
2025
Q1 		$12M Buy
1,031,197
+18,598
+2% +$201K 0.79% 31
2024
Q4 		$9.77M Buy
1,012,599
+27,414
+3% +$289K 0.66% 38
2024
Q3 		$10.3M Sell
985,185
-65,634
-6% -$658K 0.72% 31
2024
Q2 		$10.4M Buy
1,050,819
+62,510
+6% +$607K 0.82% 28
2024
Q1 		$8.19M Buy
988,309
+34,577
+4% +$271K 0.68% 33
2023
Q4 		$7.71M Buy
953,732
+23,651
+3% +$187K 0.71% 31
2023
Q3 		$7.05M Buy
930,081
+20,134
+2% +$162K 0.73% 35
2023
Q2 		$7.09M Buy
909,947
+60,415
+7% +$502K 0.74% 37
2023
Q1 		$7.09M Buy
849,532
+96,099
+13% +$742K 0.76% 31
2022
Q4 		$6.21M Buy
+753,433
New +$5.5M 0.73% 38

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

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

Cyndeo Wealth Partners increased its Sprott Physical Silver Trust (PSLV) stake by 5.8% in Q2 2026, buying an estimated $746K and bringing the position to 576,722 shares worth $10.9M. The position accounts for 0.51% of the portfolio, ranked #60.

Cyndeo Wealth Partners first reported a position in PSLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $25M in Q4 2025. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Cyndeo Wealth Partners held 576,722 shares of Sprott Physical Silver Trust worth $10.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 31,687 Sprott Physical Silver Trust shares in Q2 2026, an estimated $746K.
  • Sprott Physical Silver Trust made up 0.51% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Cyndeo Wealth Partners first reported a position in Sprott Physical Silver Trust in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Sprott Physical Silver Trust position peaked at $25M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.