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

EverSource 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	$3.17M	Buy	167,767 +30,749	+22%	+$724K	0.11%	162
2026 Q1	$3.34M	Buy	137,018 +15,375	+13%	+$420K	0.1%	155
2025 Q4	$2.88M	Buy	121,643 +45,553	+60%	+$835K	0.11%	155
2025 Q3	$1.19M	Buy	76,090 +31,914	+72%	+$427K	0.05%	270
2025 Q2	$541K	Buy	44,176 +40,148	+997%	+$455K	0.02%	427
2025 Q1	$46.7K	Hold	4,028	–	–	﹤0.01%	1272
2024 Q4	$38.9K	Hold	4,028	–	–	﹤0.01%	1300
2024 Q3	$42.1K	Hold	4,028	–	–	﹤0.01%	1137
2024 Q2	$39.9K	Hold	4,028	–	–	﹤0.01%	1189
2024 Q1	$35.8K	Hold	4,028	–	–	﹤0.01%	1114
2023 Q4	$32.5K	Hold	4,028	–	–	﹤0.01%	1060
2023 Q3	$30.5K	Hold	4,028	–	–	﹤0.01%	972
2023 Q2	$31.4K	Hold	4,028	–	–	﹤0.01%	1001
2023 Q1	$33.6K	Hold	4,028	–	–	﹤0.01%	922
2022 Q4	$33.2K	Buy	+4,028	New	+$29.4K	0.01%	917

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

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

EverSource Wealth Advisors increased its Sprott Physical Silver Trust (PSLV) stake by 22% in Q2 2026, buying an estimated $724K and bringing the position to 167,767 shares worth $3.17M. The position accounts for 0.11% of the portfolio, ranked #162.

EverSource Wealth Advisors first reported a position in PSLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q1 2026. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

EverSource Wealth Advisors held 167,767 shares of Sprott Physical Silver Trust worth $3.17M as of Q2 2026.
EverSource Wealth Advisors bought 30,749 Sprott Physical Silver Trust shares in Q2 2026, an estimated $724K.
Sprott Physical Silver Trust made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #162 holding.
EverSource Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Sprott Physical Silver Trust position peaked at $3.34M in Q1 2026.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.