Bellwether Advisors’s iShares Silver Trust SLV Stock Holding History

Bellwether Advisors’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	-700	Closed	-$23K	–	494
2025 Q2	$23K	Hold	700	–	–	﹤0.01%	287
2025 Q1	$21.7K	Buy	700 +500	+250%	+$14.5K	﹤0.01%	269
2024 Q4	$5.27K	Buy	+200	New	+$5.71K	﹤0.01%	374
2023 Q2	–	Sell	-200	Closed	-$4.42K	–	376
2023 Q1	$4.42K	Hold	200	–	–	﹤0.01%	314
2022 Q4	$4.4K	Hold	200	–	–	﹤0.01%	319
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	365
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	320
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	392
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	425
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	406
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	346
2021 Q1	$4K	Buy	+200	New	+$4.87K	﹤0.01%	320

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

Bellwether Advisors's SLV Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 700 shares — an estimated $23K sold.

Bellwether Advisors first reported a position in SLV in Q1 2021 and held it in 12 quarters. The position peaked at $23K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Bellwether Advisors reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 700 iShares Silver Trust shares in Q3 2025, an estimated $23K.
Bellwether Advisors first reported a position in iShares Silver Trust in Q1 2021 and held it in 12 quarters.
Bellwether Advisors's iShares Silver Trust position peaked at $23K in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.