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Discipline Wealth Solutions’s Sprott Physical Silver Trust PSLV Stock Holding History

Discipline Wealth Solutions’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 		$781K Buy
41,386
+5,464
+15% +$129K 0.07% 100
2026
Q1 		$876K Buy
+35,922
New +$980K 0.09% 79

Other funds holding PSLV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Discipline Wealth Solutions's PSLV Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Sprott Physical Silver Trust (PSLV) stake by 15% in Q2 2026, buying an estimated $129K and bringing the position to 41,386 shares worth $781K. The position accounts for 0.07% of the portfolio, ranked #100.

Discipline Wealth Solutions first reported a position in PSLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $876K in Q1 2026. 149 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Discipline Wealth Solutions held 41,386 shares of Sprott Physical Silver Trust worth $781K as of Q2 2026.
  • Discipline Wealth Solutions bought 5,464 Sprott Physical Silver Trust shares in Q2 2026, an estimated $129K.
  • Sprott Physical Silver Trust made up 0.07% of Discipline Wealth Solutions's portfolio in Q2 2026, its #100 holding.
  • Discipline Wealth Solutions first reported a position in Sprott Physical Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Discipline Wealth Solutions's Sprott Physical Silver Trust position peaked at $876K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

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