Schwarz Dygos Wheeler Investment Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026 Q2	$1.55M	Hold	81,940	–	–	0.3%	56
2026 Q1	$2M	Sell	81,940 -6,157	-7%	-$168K	0.41%	47
2025 Q4	$2.08M	Sell	88,097 -677	-0.8%	-$12.4K	0.43%	45
2025 Q3	$1.39M	Hold	88,774	–	–	0.3%	56
2025 Q2	$1.09M	Buy	88,774 +982	+1%	+$11.1K	0.25%	63
2025 Q1	$1.02M	Hold	87,792	–	–	0.24%	67
2024 Q4	$847K	Buy	87,792 +1,000	+1%	+$10.5K	0.21%	74
2024 Q3	$907K	Hold	86,792	–	–	0.23%	70
2024 Q2	$862K	Hold	86,792	–	–	0.23%	70
2024 Q1	$720K	Buy	86,792 +3,050	+4%	+$23.9K	0.2%	81
2023 Q4	$677K	Hold	83,742	–	–	0.21%	77
2023 Q3	$635K	Hold	83,742	–	–	0.22%	72
2023 Q2	$652K	Buy	83,742 +16,000	+24%	+$133K	0.22%	71
2023 Q1	$565K	Hold	67,742	–	–	0.2%	73
2022 Q4	$558K	Hold	67,742	–	–	0.22%	69
2022 Q3	$448K	Buy	67,742 +43,942	+185%	+$291K	0.2%	73
2022 Q2	$164K	Buy	23,800 +1,400	+6%	+$11K	0.07%	123
2022 Q1	$196K	Hold	22,400	–	–	0.07%	133
2021 Q4	$180K	Hold	22,400	–	–	0.06%	133
2021 Q3	$172K	Hold	22,400	–	–	0.06%	129
2021 Q2	$208K	Hold	22,400	–	–	0.08%	127
2021 Q1	$197K	Hold	22,400	–	–	0.08%	123
2020 Q4	$209K	Hold	22,400	–	–	0.1%	105
2020 Q3	$185K	Hold	22,400	–	–	0.1%	96
2020 Q2	$155K	Hold	22,400	–	–	0.1%	88
2020 Q1	$117K	Buy	22,400 +2,500	+13%	+$15.4K	0.1%	80
2019 Q4	$130K	Hold	19,900	–	–	0.09%	82
2019 Q3	$124K	Hold	19,900	–	–	0.1%	79
2019 Q2	$114K	Hold	19,900	–	–	0.09%	79
2019 Q1	$110K	Buy	19,900 +4,200	+27%	+$23.7K	0.09%	76
2018 Q4	$88K	Buy	+15,700	New	+$82.2K	0.09%	69

Other funds holding PSLV

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PSLV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2026 at 81,940 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #56.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PSLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2025. 287 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 81,940 shares of Sprott Physical Silver Trust worth $1.55M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its Sprott Physical Silver Trust share count unchanged in Q2 2026.
Sprott Physical Silver Trust made up 0.3% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #56 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Sprott Physical Silver Trust in Q4 2018 and has held it in 31 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Sprott Physical Silver Trust position peaked at $2.08M in Q4 2025.
287 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.