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Guardian Wealth Advisors (North Carolina)’s Sprott Physical Silver Trust PSLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.33M Buy
123,593
+9,467
+8% +$223K 0.13% 107
2026
Q1 		$2.78M Sell
114,126
-21,135
-16% -$577K 0.18% 86
2025
Q4 		$3.2M Sell
135,261
-45,760
-25% -$838K 0.2% 74
2025
Q3 		$2.84M Buy
181,021
+518
+0.3% +$6.93K 0.18% 78
2025
Q2 		$2.21M Buy
180,503
+25,449
+16% +$288K 0.16% 91
2025
Q1 		$1.8M Buy
155,054
+1,571
+1% +$17K 0.14% 90
2024
Q4 		$1.48M Buy
153,483
+1,343
+0.9% +$14.2K 0.12% 106
2024
Q3 		$1.59M Buy
152,140
+4,178
+3% +$41.9K 0.17% 78
2024
Q2 		$1.47M Sell
147,962
-10,650
-7% -$103K 0.17% 75
2024
Q1 		$1.31M Sell
158,612
-6,424
-4% -$50.3K 0.16% 83
2023
Q4 		$1.33M Sell
165,036
-75,714
-31% -$598K 0.2% 71
2023
Q3 		$1.82M Buy
240,750
+5,434
+2% +$43.8K 0.31% 48
2023
Q2 		$1.83M Buy
235,316
+14,525
+7% +$121K 0.31% 38
2023
Q1 		$1.84M Buy
220,791
+662
+0.3% +$5.11K 0.32% 36
2022
Q4 		$1.81M Sell
220,129
-2,541
-1% -$18.6K 0.35% 32
2022
Q3 		$1.47M Sell
222,670
-515
-0.2% -$3.42K 0.27% 43
2022
Q2 		$1.54M Buy
223,185
+28,486
+15% +$223K 0.28% 43
2022
Q1 		$1.71M Sell
194,699
-14,259
-7% -$119K 0.74% 23
2021
Q4 		$1.68M Buy
+208,958
New +$1.7M 0.72% 30

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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PSLV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Sprott Physical Silver Trust (PSLV) stake by 8.3% in Q2 2026, buying an estimated $223K and bringing the position to 123,593 shares worth $2.33M. The position accounts for 0.13% of the portfolio, ranked #107.

Guardian Wealth Advisors (North Carolina) first reported a position in PSLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q4 2025. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 123,593 shares of Sprott Physical Silver Trust worth $2.33M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 9,467 Sprott Physical Silver Trust shares in Q2 2026, an estimated $223K.
  • Sprott Physical Silver Trust made up 0.13% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #107 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Sprott Physical Silver Trust in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Sprott Physical Silver Trust position peaked at $3.2M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.