Surience Private Wealth’s Sprott Physical Silver Trust PSLV Stock Holding History

Surience Private Wealth’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	$661K	Buy	34,140 +5,614	+20%	+$114K	0.63%	29
2026 Q2	$538K	Sell	28,526 -8,402	-23%	-$198K	0.47%	36
2026 Q1	$901K	Buy	36,928 +22,665	+159%	+$619K	0.97%	29
2025 Q4	$337K	Buy	+14,263	New	+$261K	0.36%	26
2024 Q4	–	Sell	-213,112	Closed	-$2.23M	–	33
2024 Q3	$2.23M	Buy	213,112 +39,942	+23%	+$400K	2.28%	17
2024 Q2	$1.72M	Sell	173,170 -87,828	-34%	-$852K	2.21%	18
2024 Q1	$2.16M	Buy	+260,998	New	+$2.04M	2.05%	20

Other funds holding PSLV

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Surience Private Wealth's PSLV Position: Q3 2026 in Review

Surience Private Wealth increased its Sprott Physical Silver Trust (PSLV) stake by 20% in Q3 2026, buying an estimated $114K and bringing the position to 34,140 shares worth $661K. The position accounts for 0.63% of the portfolio, ranked #29.

Surience Private Wealth first reported a position in PSLV in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2024. 128 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

Surience Private Wealth held 34,140 shares of Sprott Physical Silver Trust worth $661K as of Q3 2026.
Surience Private Wealth bought 5,614 Sprott Physical Silver Trust shares in Q3 2026, an estimated $114K.
Sprott Physical Silver Trust made up 0.63% of Surience Private Wealth's portfolio in Q3 2026, its #29 holding.
Surience Private Wealth first reported a position in Sprott Physical Silver Trust in Q1 2024 and has held it in 7 quarters since.
Surience Private Wealth's Sprott Physical Silver Trust position peaked at $2.23M in Q3 2024.
128 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.