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Bristlecone Advisors’s iShares Silver Trust SLV Stock Holding History

Bristlecone 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 		$356K Hold
8,406
– – 0.03% 187
2025
Q2 		$276K Sell
8,406
-12,401
-60% -$379K 0.02% 194
2025
Q1 		$645K Hold
20,807
– – 0.05% 178
2024
Q4 		$548K Hold
20,807
– – 0.04% 187
2024
Q3 		$591K Hold
20,807
– – 0.05% 175
2024
Q2 		$553K Buy
20,807
+4,400
+27% +$116K 0.05% 175
2024
Q1 		$373K Hold
16,407
– – 0.03% 209
2023
Q4 		$357K Hold
16,407
– – 0.04% 205
2023
Q3 		$334K Buy
16,407
+203
+1% +$4.39K 0.04% 202
2023
Q2 		$339K Hold
16,204
– – 0.03% 203
2023
Q1 		$358K Sell
16,204
-1,269
-7% -$26.3K 0.04% 200
2022
Q4 		$385K Sell
17,473
-12,033
-41% -$236K 0.05% 190
2022
Q3 		$516K Sell
29,506
-733
-2% -$13K 0.07% 160
2022
Q2 		$564K Sell
30,239
-30,088
-50% -$627K 0.07% 159
2022
Q1 		$1.38M Buy
60,327
+7,950
+15% +$177K 0.17% 107
2021
Q4 		$1.13M Buy
52,377
+41,195
+368% +$890K 0.14% 121
2021
Q3 		$229K Sell
11,182
-20,450
-65% -$460K 0.03% 201
2021
Q2 		$766K Buy
+31,632
New +$783K 0.1% 126
2017
Q4 		– Sell
-3,335
Closed -$52K – 252
2017
Q3 		$52K Buy
+3,335
New +$53.1K 0.02% 194

Other funds holding SLV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Bristlecone Advisors's SLV Position: Q3 2025 in Review

Bristlecone Advisors held its iShares Silver Trust (SLV) position steady in Q3 2025 at 8,406 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #187.

Bristlecone Advisors first reported a position in SLV in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2022. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Bristlecone Advisors held 8,406 shares of iShares Silver Trust worth $356K as of Q3 2025.
  • Bristlecone Advisors left its iShares Silver Trust share count unchanged in Q3 2025.
  • iShares Silver Trust made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #187 holding.
  • Bristlecone Advisors first reported a position in iShares Silver Trust in Q3 2017 and has held it in 19 quarters since.
  • Bristlecone Advisors's iShares Silver Trust position peaked at $1.38M in Q1 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.