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 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 $27.8B AUM 31.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's PSLV Position: Q1 2026 in Review

EP Wealth Advisors reduced its Sprott Physical Silver Trust (PSLV) stake by 25% in Q1 2026, selling an estimated $124K and leaving 13,775 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

EP Wealth Advisors first reported a position in PSLV in Q3 2013 and has held it in 9 quarters since. The position peaked at $433K in Q4 2025. 502 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.

EP Wealth Advisors held 13,775 shares of Sprott Physical Silver Trust worth $336K as of Q1 2026.
EP Wealth Advisors sold 4,550 Sprott Physical Silver Trust shares in Q1 2026, an estimated $124K.
Sprott Physical Silver Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1091 holding.
EP Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q3 2013 and has held it in 9 quarters since.
EP Wealth Advisors's Sprott Physical Silver Trust position peaked at $433K in Q4 2025.
502 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.