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Sequoia Financial Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Sequoia Financial 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
Q1 		$2.43M Buy
99,623
+4,118
+4% +$112K 0.01% 540
2025
Q4 		$2.26M Buy
95,505
+937
+1% +$17.2K 0.01% 535
2025
Q3 		$1.48M Buy
94,568
+13,826
+17% +$185K 0.01% 621
2025
Q2 		$988K Buy
80,742
+5,475
+7% +$62K 0.01% 694
2025
Q1 		$873K Buy
75,267
+1,045
+1% +$11.3K 0.01% 667
2024
Q4 		$716K Buy
+74,222
New +$783K 0.01% 681
2020
Q4 		– Sell
-11,148
Closed -$92K – 429
2020
Q3 		$92K Buy
+11,148
New +$97.3K ﹤0.01% 376

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