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 Q2	–	Sell	-8,850	Closed	-$216K	–	364
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	–	714
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

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

Forum Financial Management's PSLV Position: Q2 2026 in Review

Forum Financial Management sold out of Sprott Physical Silver Trust (PSLV) in Q2 2026, closing a stake of 8,850 shares — an estimated $216K sold.

Forum Financial Management first reported a position in PSLV in Q4 2021 and held it in 10 quarters. The position peaked at $274K in Q1 2022. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Forum Financial Management reported no remaining Sprott Physical Silver Trust position as of Q2 2026 after selling out during the quarter.
Forum Financial Management sold 8,850 Sprott Physical Silver Trust shares in Q2 2026, an estimated $216K.
Forum Financial Management first reported a position in Sprott Physical Silver Trust in Q4 2021 and held it in 10 quarters.
Forum Financial Management's Sprott Physical Silver Trust position peaked at $274K in Q1 2022.
475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.