Beaird Harris Wealth Management, LLC
Position in PSLV — Sprott Physical Silver Trust
CIK 1908938
DALLAS, TX
Position in PSLV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,644,199
-$1,178,650 QoQ
Shares Held
87,133
-24.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#15
of 84 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, 2026Beaird Harris Wealth Management, LLC holds $4,204,890 across 21 Asset Management names. PSLV ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
73,029 | $2,203,284 | |
| 2 | PSLV |
Sprott Physical Silver Trust
This page
|
87,133 | $1,644,199 | |
| 3 | BLK |
BlackRock, Inc.
|
189 | $181,734 | |
| 4 | BEN |
Franklin Resources Inc
|
1,550 | $51,568 | |
| 5 | DBRG |
DigitalBridge Group, Inc.
|
2,003 | $31,607 | |
| 6 | BX |
Blackstone Inc.
|
262 | $30,829 | |
| 7 | ASST |
Strive, Inc.
|
985 | $10,746 | |
| 8 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
556 | $9,796 |
All Filings in PSLV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,199 | 87,133 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,822,849 | 115,738 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,959,128 | 167,405 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,600,296 | 165,624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,027,237 | 165,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,921,238 | 165,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,613,991 | 167,253 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,062,096 | 101,636 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $929,169 | 93,572 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $301,233 | 36,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $302,022 | 37,379 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $292,595 | 38,601 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $326,603 | 41,926 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $357,527 | 42,869 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $353,240 | 42,869 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $283,792 | 42,869 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $333,228 | 48,294 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $403,586 | 46,019 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $309,908 | 38,642 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||