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 Q3	$477K	Buy	24,647 +472	+2%	+$9.62K	0.13%	129
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Private Client Services's PSLV Position: Q3 2026 in Review

Private Client Services increased its Sprott Physical Silver Trust (PSLV) stake by 2% in Q3 2026, buying an estimated $9.62K and bringing the position to 24,647 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #129.

Private Client Services first reported a position in PSLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $795K in Q1 2026. 26 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

Private Client Services held 24,647 shares of Sprott Physical Silver Trust worth $477K as of Q3 2026.
Private Client Services bought 472 Sprott Physical Silver Trust shares in Q3 2026, an estimated $9.62K.
Sprott Physical Silver Trust made up 0.13% of Private Client Services's portfolio in Q3 2026, its #129 holding.
Private Client Services first reported a position in Sprott Physical Silver Trust in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Sprott Physical Silver Trust position peaked at $795K in Q1 2026.
26 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.