Wealthcare Capital Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Wealthcare Capital 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	$19.4M	Sell	1,028,924 -31,041	-3%	-$731K	1.84%	6
2026 Q1	$25.9M	Sell	1,059,965 -133,948	-11%	-$3.66M	2.59%	6
2025 Q4	$28.2M	Sell	1,193,913 -205,155	-15%	-$3.76M	2.8%	6
2025 Q3	$22M	Sell	1,399,068 -1,044,940	-43%	-$14M	2.23%	6
2025 Q2	$29.9M	Sell	2,444,008 -1,263,923	-34%	-$14.3M	3.16%	6
2025 Q1	$43M	Sell	3,707,931 -400,369	-10%	-$4.32M	4.36%	6
2024 Q4	$39.6M	Buy	4,108,300 +148,402	+4%	+$1.57M	3.99%	6
2024 Q3	$41.4M	Buy	3,959,898 +111,694	+3%	+$1.12M	4.15%	6
2024 Q2	$38.2M	Buy	+3,848,204	New	+$37.3M	4.05%	6
2024 Q1	–	Sell	-17,843	Closed	-$144K	–	85
2023 Q4	$144K	Hold	17,843	–	–	0.02%	82
2023 Q3	$135K	Buy	17,843 +1,314	+8%	+$10.6K	0.02%	74
2023 Q2	$129K	Buy	16,529 +5,693	+53%	+$47.3K	0.02%	76
2023 Q1	$90.4K	Buy	+10,836	New	+$83.7K	0.01%	69

Other funds holding PSLV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return