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David Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

David Wealth Management’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
2025
Q2 		$419K Hold
34,200
– – 0.31% 31
2025
Q1 		$397K Hold
34,200
– – 0.33% 29
2024
Q4 		$330K Buy
+34,200
New +$361K 0.27% 32

Other funds holding PSLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

David Wealth Management's PSLV Position: Q2 2025 in Review

David Wealth Management held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2025 at 34,200 shares worth $419K. The position accounts for 0.31% of the portfolio, ranked #31.

David Wealth Management first reported a position in PSLV in Q4 2024 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold PSLV as of Q2 2025.

  • David Wealth Management held 34,200 shares of Sprott Physical Silver Trust worth $419K as of Q2 2025.
  • David Wealth Management left its Sprott Physical Silver Trust share count unchanged in Q2 2025.
  • Sprott Physical Silver Trust made up 0.31% of David Wealth Management's portfolio in Q2 2025, its #31 holding.
  • David Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2024 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.