DAGCO Inc’s Sprott Physical Silver Trust PSLV Stock Holding History

DAGCO Inc’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	$692K	Sell	36,668 -916	-2%	-$21.6K	0.13%	69
2026 Q1	$917K	Buy	37,584 +900	+2%	+$24.6K	0.2%	57
2025 Q4	$868K	Sell	36,684 -44	-0.1%	-$806	0.2%	54
2025 Q3	$577K	Hold	36,728	–	–	0.15%	62
2025 Q2	$450K	Sell	36,728 -22,820	-38%	-$258K	0.13%	69
2025 Q1	$691K	Buy	59,548 +9,708	+19%	+$105K	0.22%	55
2024 Q4	$481K	Buy	49,840 +4,800	+11%	+$50.6K	0.16%	67
2024 Q3	$471K	Buy	+45,040	New	+$452K	0.19%	57

Other funds holding PSLV

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM