HWA
PSLV icon

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

Heartwood 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
2025
Q4 		– Sell
-100
Closed -$1.57K – 502
2025
Q3 		$1.57K Buy
+100
New +$1.34K ﹤0.01% 518

Other funds holding PSLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Heartwood Wealth Advisors's PSLV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q4 2025, closing a stake of 100 shares — an estimated $1.57K sold.

Heartwood Wealth Advisors first reported a position in PSLV in Q3 2025 and held it in 1 quarter. The position peaked at $1.57K in Q3 2025. 485 funds tracked by Wall St. Rank hold PSLV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Sprott Physical Silver Trust position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 100 Sprott Physical Silver Trust shares in Q4 2025, an estimated $1.57K.
  • Heartwood Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Sprott Physical Silver Trust position peaked at $1.57K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.