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

Atticus 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	–	Sell	-1,066	Closed	-$35K	–	557
2025 Q2	$35K	Hold	1,066	–	–	0.01%	356
2025 Q1	$33K	Hold	1,066	–	–	0.01%	272
2024 Q4	$28.1K	Hold	1,066	–	–	0.01%	303
2024 Q3	$30.3K	Buy	1,066 +630	+144%	+$16.9K	0.01%	292
2024 Q2	$11.6K	Hold	436	–	–	﹤0.01%	367
2024 Q1	$9.92K	Hold	436	–	–	﹤0.01%	400
2023 Q4	$9.5K	Hold	436	–	–	﹤0.01%	408
2023 Q3	$8.87K	Hold	436	–	–	﹤0.01%	417
2023 Q2	$9.11K	Hold	436	–	–	﹤0.01%	408
2023 Q1	$9.64K	Hold	436	–	–	﹤0.01%	385
2022 Q4	$9.6K	Hold	436	–	–	﹤0.01%	389
2022 Q3	$8K	Hold	436	–	–	﹤0.01%	396
2022 Q2	$8K	Hold	436	–	–	﹤0.01%	427
2022 Q1	$10K	Hold	436	–	–	﹤0.01%	409
2021 Q4	$9K	Hold	436	–	–	﹤0.01%	369
2021 Q3	$9K	Sell	436 -2,270	-84%	-$51K	﹤0.01%	350
2021 Q2	$66K	Sell	2,706 -12	-0.4%	-$297	0.03%	208
2021 Q1	$62K	Buy	2,718 +1,333	+96%	+$32.5K	0.03%	194
2020 Q4	$34K	Hold	1,385	–	–	0.02%	236
2020 Q3	$30K	Buy	1,385 +901	+186%	+$20.5K	0.02%	209
2020 Q2	$8K	Sell	484 -81	-14%	-$1.24K	0.01%	257
2020 Q1	$7K	Sell	565 -100	-15%	-$1.57K	0.01%	247
2019 Q4	$11K	Buy	+665	New	+$10.8K	0.01%	248

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 1,066 shares — an estimated $35K sold.

Atticus Wealth Management first reported a position in SLV in Q4 2019 and held it in 23 quarters. The position peaked at $66K in Q2 2021. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,066 iShares Silver Trust shares in Q3 2025, an estimated $35K.
Atticus Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's iShares Silver Trust position peaked at $66K in Q2 2021.
1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.