United Capital Financial Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

United Capital Financial Advisors’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	$359K	Hold	19,000	–	–	﹤0.01%	1288
2026 Q1	$488K	Hold	19,000	–	–	﹤0.01%	1082
2025 Q4	$449K	Buy	+19,000	New	+$348K	﹤0.01%	1007
2022 Q2	–	Sell	-16,001	Closed	-$140K	–	1179
2022 Q1	$140K	Buy	+16,001	New	+$134K	﹤0.01%	1122

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

United Capital Financial Advisors's PSLV Position: Q2 2026 in Review

United Capital Financial Advisors held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2026 at 19,000 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

United Capital Financial Advisors first reported a position in PSLV in Q1 2022 and has held it in 4 quarters since. The position peaked at $488K in Q1 2026. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

United Capital Financial Advisors held 19,000 shares of Sprott Physical Silver Trust worth $359K as of Q2 2026.
United Capital Financial Advisors left its Sprott Physical Silver Trust share count unchanged in Q2 2026.
Sprott Physical Silver Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1288 holding.
United Capital Financial Advisors first reported a position in Sprott Physical Silver Trust in Q1 2022 and has held it in 4 quarters since.
United Capital Financial Advisors's Sprott Physical Silver Trust position peaked at $488K in Q1 2026.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.