LWANC
PSLV icon

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

Laurel 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
Q1 		– Sell
-1,300
Closed -$30.7K – 520
2025
Q4 		$30.7K Buy
+1,300
New +$23.8K ﹤0.01% 384
2025
Q2 		– Sell
-1,300
Closed -$15.1K – 545
2025
Q1 		$15.1K Hold
1,300
– – ﹤0.01% 435
2024
Q4 		$12.5K Buy
+1,300
New +$13.7K ﹤0.01% 465
2022
Q3 		– Sell
-400
Closed -$3K – 593
2022
Q2 		$3K Hold
400
– – ﹤0.01% 511
2022
Q1 		$4K Hold
400
– – ﹤0.01% 512
2021
Q4 		$3K Hold
400
– – ﹤0.01% 549
2021
Q3 		$3K Hold
400
– – ﹤0.01% 560
2021
Q2 		$4K Buy
+400
New +$3.83K ﹤0.01% 579

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
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