Whitaker-Myers Wealth Managers’s Sprott Physical Silver Trust PSLV Stock Holding History

Whitaker-Myers Wealth Managers’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
2025 Q2	–	Sell	-450,074	Closed	-$5.22M	–	119
2025 Q1	$5.22M	Buy	450,074 +206,661	+85%	+$2.23M	1.46%	17
2024 Q4	$2.35M	Buy	243,413 +99,015	+69%	+$1.04M	0.68%	22
2024 Q3	$1.51M	Buy	144,398 +52,635	+57%	+$528K	0.5%	27
2024 Q2	$911K	Buy	+91,763	New	+$890K	0.34%	44

Other funds holding PSLV

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

FDCDDQ

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

JAM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PSLV Position: Q2 2025 in Review

Whitaker-Myers Wealth Managers sold out of Sprott Physical Silver Trust (PSLV) in Q2 2025, closing a stake of 450,074 shares — an estimated $5.22M sold.

Whitaker-Myers Wealth Managers first reported a position in PSLV in Q2 2024 and held it in 4 quarters. The position peaked at $5.22M in Q1 2025. 402 funds tracked by Wall St. Rank hold PSLV as of Q2 2025.

Whitaker-Myers Wealth Managers reported no remaining Sprott Physical Silver Trust position as of Q2 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 450,074 Sprott Physical Silver Trust shares in Q2 2025, an estimated $5.22M.
Whitaker-Myers Wealth Managers first reported a position in Sprott Physical Silver Trust in Q2 2024 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Sprott Physical Silver Trust position peaked at $5.22M in Q1 2025.
402 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2025, filed 7 Jul 2025.