BAKER TILLY WEALTH MANAGEMENT, LLC
Position in PSLV — Sprott Physical Silver Trust
CIK 1840565
MADISON, WI
Position in PSLV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$815,693
-$238,613 QoQ
Shares Held
43,227
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#212
of 473 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSLV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. PSLV ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
This page
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in PSLV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,693 | 43,227 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,054,306 | 43,227 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $932,566 | 39,432 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $619,082 | 39,432 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $482,647 | 39,432 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $457,411 | 39,432 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $371,727 | 38,521 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $402,544 | 38,521 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $382,513 | 38,521 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $319,339 | 38,521 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $311,249 | 38,521 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $291,989 | 38,521 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $300,078 | 38,521 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $284,886 | 34,159 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $241,341 | 29,289 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $176,429 | 26,651 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $183,891 | 26,651 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $204,788 | 23,351 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $187,275 | 23,351 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||