AF
SLV icon

Atala Financial’s iShares Silver Trust SLV Stock Holding History

Atala Financial’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
Q2 		– Sell
-462
Closed -$14.3K – 393
2025
Q1 		$14.3K Hold
462
– – 0.01% 279
2024
Q4 		$12.2K Buy
+462
New +$13.2K 0.01% 297

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atala Financial's SLV Position: Q2 2025 in Review

Atala Financial sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 462 shares — an estimated $14.3K sold.

Atala Financial first reported a position in SLV in Q4 2024 and held it in 2 quarters. The position peaked at $14.3K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Atala Financial reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 462 iShares Silver Trust shares in Q2 2025, an estimated $14.3K.
  • Atala Financial first reported a position in iShares Silver Trust in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares Silver Trust position peaked at $14.3K in Q1 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.