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Bedell Frazier Investment Counselling’s iShares Silver Trust SLV Stock Holding History

Bedell Frazier Investment Counselling’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
-230,369
Closed -$7.14M – 116
2025
Q1 		$7.14M Buy
230,369
+59,957
+35% +$1.74M 1.82% 18
2024
Q4 		$4.49M Sell
170,412
-22,743
-12% -$650K 1.11% 31
2024
Q3 		$5.49M Buy
193,155
+7,405
+4% +$199K 1.31% 28
2024
Q2 		$4.94M Buy
185,750
+6,704
+4% +$176K 1.19% 33
2024
Q1 		$4.07M Buy
179,046
+3,083
+2% +$65.9K 1.02% 38
2023
Q4 		$3.83M Sell
175,963
-761
-0.4% -$16.2K 1.05% 34
2023
Q3 		$3.59M Sell
176,724
-772
-0.4% -$16.7K 1.07% 35
2023
Q2 		$3.71M Buy
177,496
+522
+0.3% +$11.6K 1.09% 32
2023
Q1 		$3.91M Sell
176,974
-1,226
-0.7% -$25.4K 1.15% 29
2022
Q4 		$3.92M Sell
178,200
-843
-0.5% -$16.5K 1.03% 29
2022
Q3 		$3.13M Buy
179,043
+9,561
+6% +$169K 0.88% 33
2022
Q2 		$3.16M Buy
169,482
+8,178
+5% +$171K 0.97% 34
2022
Q1 		$3.69M Buy
161,304
+9,557
+6% +$212K 0.93% 36
2021
Q4 		$3.26M Sell
151,747
-560
-0.4% -$12.1K 0.8% 40
2021
Q3 		$3.13M Buy
152,307
+3,195
+2% +$71.8K 0.86% 42
2021
Q2 		$3.61M Buy
149,112
+9,691
+7% +$240K 0.91% 41
2021
Q1 		$3.17M Sell
139,421
-8,173
-6% -$199K 0.89% 40
2020
Q4 		$3.63M Buy
147,594
+4,444
+3% +$101K 1.11% 37
2020
Q3 		$3.1M Buy
143,150
+799
+0.6% +$18.2K 1.11% 33
2020
Q2 		$2.42M Buy
+142,351
New +$2.18M 0.98% 33

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 $445B AUM 25.58% 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 $14.9B AUM 46.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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

Bedell Frazier Investment Counselling's SLV Position: Q2 2025 in Review

Bedell Frazier Investment Counselling sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 230,369 shares — an estimated $7.14M sold.

Bedell Frazier Investment Counselling first reported a position in SLV in Q2 2020 and held it in 20 quarters. The position peaked at $7.14M in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Bedell Frazier Investment Counselling reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 230,369 iShares Silver Trust shares in Q2 2025, an estimated $7.14M.
  • Bedell Frazier Investment Counselling first reported a position in iShares Silver Trust in Q2 2020 and held it in 20 quarters.
  • Bedell Frazier Investment Counselling's iShares Silver Trust position peaked at $7.14M in Q1 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q2 2025, filed 11 Aug 2025.