Accredited Wealth Management’s iShares Silver Trust SLV Stock Holding History

Accredited Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.04M	Sell	625 -23,487	-97%	-$843K	0.78%	30
2025 Q2	$791K	Sell	24,112 -385	-2%	-$11.8K	0.64%	35
2025 Q1	$759K	Sell	24,497 -558	-2%	-$16.2K	0.64%	28
2024 Q4	$660K	Buy	+25,055	New	+$716K	0.58%	35

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accredited Wealth Management's SLV Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Silver Trust (SLV) stake by 97% in Q3 2025, selling an estimated $843K and leaving 625 shares worth $1.04M. The position accounts for 0.78% of the portfolio, ranked #30.

Accredited Wealth Management first reported a position in SLV in Q4 2024 and has held it in 4 quarters since. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Accredited Wealth Management held 625 shares of iShares Silver Trust worth $1.04M as of Q3 2025.
Accredited Wealth Management sold 23,487 iShares Silver Trust shares in Q3 2025, an estimated $843K.
iShares Silver Trust made up 0.78% of Accredited Wealth Management's portfolio in Q3 2025, its #30 holding.
Accredited Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 4 quarters since.
1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.