Sugarloaf Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$62.7K	Hold	6,500	–	–	0.01%	276
2024 Q3	$67.9K	Hold	6,500	–	–	0.01%	277
2024 Q2	$64.5K	Hold	6,500	–	–	0.01%	270
2024 Q1	$53.9K	Hold	6,500	–	–	0.01%	285
2023 Q4	$52.5K	Hold	6,500	–	–	0.01%	282
2023 Q3	$49.3K	Hold	6,500	–	–	0.01%	290
2023 Q2	$50.6K	Hold	6,500	–	–	0.01%	288
2023 Q1	$54.2K	Hold	6,500	–	–	0.01%	278
2022 Q4	$53.6K	Hold	6,500	–	–	0.01%	271
2022 Q3	$44K	Hold	6,500	–	–	0.01%	304
2022 Q2	$45K	Hold	6,500	–	–	0.01%	305
2022 Q1	$57K	Hold	6,500	–	–	0.01%	266
2021 Q4	$52K	Buy	6,500 +1,500	+30%	+$12.2K	0.01%	290
2021 Q3	$38K	Hold	5,000	–	–	0.01%	319
2021 Q2	$46K	Buy	+5,000	New	+$47.8K	0.01%	283
2021 Q1	–	Sell	-5,000	Closed	-$47K	–	778
2020 Q4	$47K	Hold	5,000	–	–	0.02%	258
2020 Q3	$41K	Hold	5,000	–	–	0.01%	257
2020 Q2	$33K	Hold	5,000	–	–	0.01%	286
2020 Q1	$26K	Hold	5,000	–	–	0.01%	294
2019 Q4	$33K	Buy	+5,000	New	+$31.7K	0.01%	299

Other funds holding PSLV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's PSLV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Sprott Physical Silver Trust (PSLV) position steady in Q4 2024 at 6,500 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Sugarloaf Wealth Management first reported a position in PSLV in Q4 2019 and has held it in 20 quarters since. The position peaked at $67.9K in Q3 2024. 372 funds tracked by Wall St. Rank hold PSLV as of Q4 2024.

Sugarloaf Wealth Management held 6,500 shares of Sprott Physical Silver Trust worth $62.7K as of Q4 2024.
Sugarloaf Wealth Management left its Sprott Physical Silver Trust share count unchanged in Q4 2024.
Sprott Physical Silver Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #276 holding.
Sugarloaf Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Sprott Physical Silver Trust position peaked at $67.9K in Q3 2024.
372 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.