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Aspetuck Financial Management’s iShares Silver Trust SLV Stock Holding History

Aspetuck Financial 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
Q1 		– Sell
-437
Closed -$11.5K – 164
2024
Q4 		$11.5K Buy
+437
New +$12.5K 0.01% 160

Other funds holding SLV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SG Americas Securities
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspetuck Financial Management's SLV Position: Q1 2025 in Review

Aspetuck Financial Management sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 437 shares — an estimated $11.5K sold.

Aspetuck Financial Management first reported a position in SLV in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

  • Aspetuck Financial Management reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 437 iShares Silver Trust shares in Q1 2025, an estimated $11.5K.
  • Aspetuck Financial Management first reported a position in iShares Silver Trust in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's iShares Silver Trust position peaked at $11.5K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.