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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
Q3 		$663K Sell
34,252
-2,416
-7% -$49.2K 0.12% 71
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

Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

DAGCO Inc's PSLV Position: Q3 2026 in Review

DAGCO Inc reduced its Sprott Physical Silver Trust (PSLV) stake by 6.6% in Q3 2026, selling an estimated $49.2K and leaving 34,252 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #71.

DAGCO Inc first reported a position in PSLV in Q3 2024 and has held it in 9 quarters since. The position peaked at $917K in Q1 2026. 189 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

  • DAGCO Inc held 34,252 shares of Sprott Physical Silver Trust worth $663K as of Q3 2026.
  • DAGCO Inc sold 2,416 Sprott Physical Silver Trust shares in Q3 2026, an estimated $49.2K.
  • Sprott Physical Silver Trust made up 0.12% of DAGCO Inc's portfolio in Q3 2026, its #71 holding.
  • DAGCO Inc first reported a position in Sprott Physical Silver Trust in Q3 2024 and has held it in 9 quarters since.
  • DAGCO Inc's Sprott Physical Silver Trust position peaked at $917K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.