Total Wealth Planning & Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Total Wealth Planning & 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
2026 Q2	$250K	Sell	13,233 -5,933	-31%	-$140K	0.17%	185
2026 Q1	$467K	Buy	19,166 +306	+2%	+$8.35K	0.35%	101
2025 Q4	$446K	Buy	+18,860	New	+$346K	0.33%	92
2025 Q2	$275K	Buy	22,460 +1,000	+5%	+$11.3K	0.22%	174
2025 Q1	$249K	Sell	21,460 -1,500	-7%	-$16.2K	0.24%	156
2024 Q4	$222K	Buy	+22,960	New	+$242K	0.2%	170

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

Total Wealth Planning & Management's PSLV Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Sprott Physical Silver Trust (PSLV) stake by 31% in Q2 2026, selling an estimated $140K and leaving 13,233 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #185.

Total Wealth Planning & Management first reported a position in PSLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q1 2026. 477 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Total Wealth Planning & Management held 13,233 shares of Sprott Physical Silver Trust worth $250K as of Q2 2026.
Total Wealth Planning & Management sold 5,933 Sprott Physical Silver Trust shares in Q2 2026, an estimated $140K.
Sprott Physical Silver Trust made up 0.17% of Total Wealth Planning & Management's portfolio in Q2 2026, its #185 holding.
Total Wealth Planning & Management first reported a position in Sprott Physical Silver Trust in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Sprott Physical Silver Trust position peaked at $467K in Q1 2026.
477 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.