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 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Surience Private Wealth's PSLV Position: Q2 2026 in Review

Surience Private Wealth reduced its Sprott Physical Silver Trust (PSLV) stake by 23% in Q2 2026, selling an estimated $198K and leaving 28,526 shares worth $538K. The position accounts for 0.47% of the portfolio, ranked #36.

Surience Private Wealth first reported a position in PSLV in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.23M in Q3 2024. 475 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Surience Private Wealth held 28,526 shares of Sprott Physical Silver Trust worth $538K as of Q2 2026.
Surience Private Wealth sold 8,402 Sprott Physical Silver Trust shares in Q2 2026, an estimated $198K.
Sprott Physical Silver Trust made up 0.47% of Surience Private Wealth's portfolio in Q2 2026, its #36 holding.
Surience Private Wealth first reported a position in Sprott Physical Silver Trust in Q1 2024 and has held it in 6 quarters since.
Surience Private Wealth's Sprott Physical Silver Trust position peaked at $2.23M in Q3 2024.
475 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.