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

Trueblood 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
Q3 		– Sell
-21,271
Closed -$211K – 233
2024
Q2 		$211K Hold
21,271
– – 0.12% 206
2024
Q1 		$176K Hold
21,271
– – 0.1% 219
2023
Q4 		$172K Buy
+21,271
New +$168K 0.11% 204

Other funds holding PSLV

BlackRock
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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trueblood Wealth Management's PSLV Position: Q3 2024 in Review

Trueblood Wealth Management sold out of Sprott Physical Silver Trust (PSLV) in Q3 2024, closing a stake of 21,271 shares — an estimated $211K sold.

Trueblood Wealth Management first reported a position in PSLV in Q4 2023 and held it in 3 quarters. The position peaked at $211K in Q2 2024. 341 funds tracked by Wall St. Rank hold PSLV as of Q3 2024.

  • Trueblood Wealth Management reported no remaining Sprott Physical Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Trueblood Wealth Management sold 21,271 Sprott Physical Silver Trust shares in Q3 2024, an estimated $211K.
  • Trueblood Wealth Management first reported a position in Sprott Physical Silver Trust in Q4 2023 and held it in 3 quarters.
  • Trueblood Wealth Management's Sprott Physical Silver Trust position peaked at $211K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2024.

Based on Trueblood Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.