Forum Financial Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Forum Financial 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
2026 Q1	$216K	Hold	8,850	–	–	﹤0.01%	298
2025 Q4	$209K	Buy	+8,850	New	+$162K	﹤0.01%	946
2023 Q4	–	Sell	-15,133	Closed	-$115K	–	715
2023 Q3	$115K	Hold	15,133	–	–	﹤0.01%	617
2023 Q2	$118K	Sell	15,133 -2,485	-14%	-$20.6K	﹤0.01%	636
2023 Q1	$147K	Hold	17,618	–	–	﹤0.01%	589
2022 Q4	$145K	Hold	17,618	–	–	﹤0.01%	560
2022 Q3	$117K	Hold	17,618	–	–	0.01%	514
2022 Q2	$122K	Sell	17,618 -13,665	-44%	-$107K	0.01%	547
2022 Q1	$274K	Hold	31,283	–	–	0.01%	437
2021 Q4	$251K	Buy	+31,283	New	+$255K	0.01%	499

Other funds holding PSLV

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Weiss Asset Management Boston, Massachusetts $5.43B 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 $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return