Private Client Services’s Sprott Physical Silver Trust PSLV Stock Holding History

Private Client Services’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	$456K	Sell	24,175 -8,410	-26%	-$198K	0.12%	137
2026 Q1	$795K	Sell	32,585 -155	-0.5%	-$4.23K	0.24%	77
2025 Q4	$774K	Buy	32,740 +366	+1%	+$6.71K	0.24%	77
2025 Q3	$508K	Buy	32,374 +223	+0.7%	+$2.98K	0.17%	107
2025 Q2	$394K	Buy	32,151 +7,131	+29%	+$80.8K	0.15%	130
2025 Q1	$290K	Buy	25,020 +230	+0.9%	+$2.48K	0.14%	135
2024 Q4	$239K	Sell	24,790 -500	-2%	-$5.27K	0.13%	156
2024 Q3	$264K	Hold	25,290	–	–	0.14%	133
2024 Q2	$251K	Buy	25,290 +6,000	+31%	+$58.2K	0.16%	116
2024 Q1	$160K	Sell	19,290 -10	-0.1%	-$78	0.11%	127
2023 Q4	$156K	Buy	+19,300	New	+$152K	0.13%	135

Other funds holding PSLV

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM