Carolinas Wealth Consulting’s iShares Silver Trust SLV Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-529	Closed	-$13.9K	–	1083
2024 Q4	$13.9K	Hold	529	–	–	﹤0.01%	511
2024 Q3	$15K	Buy	+529	New	+$14.2K	﹤0.01%	512
2023 Q1	–	Sell	-500	Closed	-$11K	–	1118
2022 Q4	$11K	Hold	500	–	–	﹤0.01%	607
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	588
2022 Q2	$9K	Hold	500	–	–	﹤0.01%	593
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	598
2021 Q4	$11K	Buy	+500	New	+$10.8K	﹤0.01%	601
2020 Q4	–	Sell	-500	Closed	-$11K	–	1018
2020 Q3	$11K	Buy	+500	New	+$11.4K	﹤0.01%	473

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's SLV Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 529 shares — an estimated $13.9K sold.

Carolinas Wealth Consulting first reported a position in SLV in Q3 2020 and held it in 8 quarters. The position peaked at $15K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Carolinas Wealth Consulting reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 529 iShares Silver Trust shares in Q1 2025, an estimated $13.9K.
Carolinas Wealth Consulting first reported a position in iShares Silver Trust in Q3 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares Silver Trust position peaked at $15K in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.