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Independent Financial Group’s Sprott Physical Silver Trust PSLV Stock Holding History

Independent Financial Group’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 		$937K Buy
49,630
+6,915
+16% +$163K 0.02% 720
2026
Q1 		$1.04M Sell
42,715
-21,187
-33% -$578K 0.02% 614
2025
Q4 		$1.51M Buy
63,902
+34,695
+119% +$636K 0.03% 473
2025
Q3 		$459K Buy
29,207
+8,130
+39% +$109K 0.01% 896
2025
Q2 		$258K Buy
21,077
+2,430
+13% +$27.5K 0.01% 1095
2025
Q1 		$216K Buy
18,647
+3,625
+24% +$39.1K 0.01% 1086
2024
Q4 		$145K Sell
15,022
-747
-5% -$7.88K ﹤0.01% 1122
2024
Q3 		$165K Hold
15,769
– – 0.01% 1090
2024
Q2 		$157K Buy
15,769
+1,400
+10% +$13.6K 0.01% 1037
2024
Q1 		$119K Hold
14,369
– – 0.01% 980
2023
Q4 		$116K Buy
14,369
+247
+2% +$1.95K 0.01% 919
2023
Q3 		$107K Buy
14,122
+3,057
+28% +$24.6K 0.01% 864
2023
Q2 		$86.2K Hold
11,065
– – 0.01% 854
2023
Q1 		$92.3K Hold
11,065
– – 0.01% 812
2022
Q4 		$91.2K Buy
11,065
+75
+0.7% +$548 0.01% 757
2022
Q3 		$72.8K Sell
10,990
-2,000
-15% -$13.3K 0.01% 723
2022
Q2 		$89.6K Sell
12,990
-1,600
-11% -$12.5K 0.01% 681
2022
Q1 		$128K Sell
14,590
-630
-4% -$5.26K 0.01% 749
2021
Q4 		$122K Buy
15,220
+1,600
+12% +$13K 0.01% 753
2021
Q3 		$105K Sell
13,620
-12,175
-47% -$104K 0.01% 697
2021
Q2 		$239K Buy
25,795
+1,640
+7% +$15.7K 0.03% 605
2021
Q1 		$212K Sell
24,155
-6,339
-21% -$59.7K 0.03% 581
2020
Q4 		$285K Buy
30,494
+600
+2% +$5.15K 0.04% 436
2020
Q3 		$247K Buy
29,894
+10,139
+51% +$88.5K 0.05% 392
2020
Q2 		$131K Buy
19,755
+4,000
+25% +$24.1K 0.03% 449
2020
Q1 		$82.4K Buy
+15,755
New +$97K 0.02% 387

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

Independent Financial Group's PSLV Position: Q2 2026 in Review

Independent Financial Group increased its Sprott Physical Silver Trust (PSLV) stake by 16% in Q2 2026, buying an estimated $163K and bringing the position to 49,630 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #720.

Independent Financial Group first reported a position in PSLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2025. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

  • Independent Financial Group held 49,630 shares of Sprott Physical Silver Trust worth $937K as of Q2 2026.
  • Independent Financial Group bought 6,915 Sprott Physical Silver Trust shares in Q2 2026, an estimated $163K.
  • Sprott Physical Silver Trust made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #720 holding.
  • Independent Financial Group first reported a position in Sprott Physical Silver Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Sprott Physical Silver Trust position peaked at $1.51M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.