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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
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 $27.8B AUM 31.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cyndeo Wealth Partners's PSLV Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Sprott Physical Silver Trust (PSLV) stake by 48% in Q1 2026, selling an estimated $14M and leaving 545,035 shares worth $13.3M. The position accounts for 0.7% of the portfolio, ranked #38.

Cyndeo Wealth Partners first reported a position in PSLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $25M in Q4 2025. 502 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.

  • Cyndeo Wealth Partners held 545,035 shares of Sprott Physical Silver Trust worth $13.3M as of Q1 2026.
  • Cyndeo Wealth Partners sold 511,692 Sprott Physical Silver Trust shares in Q1 2026, an estimated $14M.
  • Sprott Physical Silver Trust made up 0.7% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Cyndeo Wealth Partners first reported a position in Sprott Physical Silver Trust in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Sprott Physical Silver Trust position peaked at $25M in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.