EP Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

EP Wealth Advisors’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	$330K	Buy	17,497 +3,722	+27%	+$87.6K	﹤0.01%	1232
2026 Q1	$336K	Sell	13,775 -4,550	-25%	-$124K	﹤0.01%	1091
2025 Q4	$433K	Buy	+18,325	New	+$336K	﹤0.01%	950
2025 Q2	$249K	Buy	20,325 +450	+2%	+$5.1K	﹤0.01%	1125
2025 Q1	$231K	Hold	19,875	–	–	﹤0.01%	1059
2024 Q4	$192K	Sell	19,875 -566	-3%	-$5.97K	﹤0.01%	1093
2024 Q3	$214K	Buy	+20,441	New	+$205K	﹤0.01%	1015
2023 Q4	–	Sell	-15,329	Closed	-$116K	–	830
2023 Q3	$116K	Buy	15,329 +1,520	+11%	+$12.2K	﹤0.01%	725
2023 Q2	$119K	Buy	+13,809	New	+$115K	﹤0.01%	667
2013 Q4	–	Sell	-13,860	Closed	-$121K	–	129
2013 Q3	$121K	Buy	+13,860	New	+$118K	0.04%	103

Other funds holding PSLV

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's PSLV Position: Q2 2026 in Review

EP Wealth Advisors increased its Sprott Physical Silver Trust (PSLV) stake by 27% in Q2 2026, buying an estimated $87.6K and bringing the position to 17,497 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

EP Wealth Advisors first reported a position in PSLV in Q3 2013 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

EP Wealth Advisors held 17,497 shares of Sprott Physical Silver Trust worth $330K as of Q2 2026.
EP Wealth Advisors bought 3,722 Sprott Physical Silver Trust shares in Q2 2026, an estimated $87.6K.
Sprott Physical Silver Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1232 holding.
EP Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q3 2013 and has held it in 10 quarters since.
EP Wealth Advisors's Sprott Physical Silver Trust position peaked at $433K in Q4 2025.
475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.