OneDigital Investment Advisors LLC

Position in PSLV — Sprott Physical Silver Trust

CIK 1690370 OVERLAND PARK, KS

Position in PSLV

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,553,866

-$555,960 QoQ

Shares Held

145,710

-16.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. PSLV ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	39,911	$5,778,713
2	SII	Sprott Inc.	27,369	$3,911,030
3	PSLV	Sprott Physical Silver Trust This page	145,710	$3,553,866
4	BLK	BlackRock, Inc.	3,140	$3,019,769
5	NAD	Nuveen Quality Municipal Income Fund	233,576	$2,686,124
6	SPPP	Sprott Physical Platinum & Palladium Trust	133,306	$2,070,242
7	NAC	Nuveen California Quality Municipal Income Fund	170,888	$1,990,845
8	NMZ	Nuveen Municipal High Income Opportunity Fund	186,486	$1,935,724

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,553,866	145,710	-16.2%	Shares	Sole	2026-05-08
2025-12-31	$4,109,826	173,777	-11.0%	Shares	Sole	2026-02-13
2025-09-30	$3,066,539	195,321	-2.0%	Shares	Sole	2025-11-10
2025-06-30	$2,440,545	199,391	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$2,327,308	200,630	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$1,935,857	200,607	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$2,142,814	205,054	-0.3%	Shares	Sole	2024-11-06
2024-06-30	$2,043,226	205,763	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.