AWM
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Avaii Wealth Management’s iShares Silver Trust SLV Stock Holding History

Avaii 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
-6,423
Closed -$211K – 157
2025
Q2 		$211K Buy
+6,423
New +$196K 0.09% 128

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Avaii Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 6,423 shares — an estimated $211K sold.

Avaii Wealth Management first reported a position in SLV in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Avaii Wealth Management reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 6,423 iShares Silver Trust shares in Q3 2025, an estimated $211K.
  • Avaii Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and held it in 1 quarter.
  • Avaii Wealth Management's iShares Silver Trust position peaked at $211K in Q2 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Avaii Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.