Castleview Partners’s iShares Silver Trust SLV Stock Holding History

Castleview Partners’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
2026 Q3	–	Sell	-4,134	Closed	-$221K	–	235
2026 Q2	$221K	Buy	+4,134	New	+$274K	0.1%	200
2025 Q1	–	Sell	-2,255	Closed	-$60.7K	–	494
2024 Q4	$60.7K	Buy	2,255 +916	+68%	+$26.2K	0.03%	314
2024 Q3	$38K	Sell	1,339 -38	-3%	-$1.02K	0.02%	361
2024 Q2	$36.6K	Hold	1,377	–	–	0.02%	366
2024 Q1	$31.3K	Hold	1,377	–	–	0.02%	408
2023 Q4	$30K	Buy	1,377 +1,219	+772%	+$25.9K	0.02%	383
2023 Q3	$3.21K	Sell	158 -40	-20%	-$864	﹤0.01%	519
2023 Q2	$4.14K	Hold	198	–	–	﹤0.01%	528
2023 Q1	$4.38K	Sell	198 -300	-60%	-$6.21K	﹤0.01%	511
2022 Q4	$11K	Hold	498	–	–	0.01%	360
2022 Q3	$9K	Sell	498 -458	-48%	-$8.12K	0.01%	400
2022 Q2	$37.6K	Sell	956 -1,837	-66%	-$38.3K	0.03%	337
2022 Q1	$63K	Buy	+2,793	New	+$62.1K	0.04%	320
2021 Q2	$854K	Buy	+35,240	New	+$873K	0.37%	52

Other funds holding SLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Castleview Partners's SLV Position: Q3 2026 in Review

Castleview Partners sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 4,134 shares — an estimated $221K sold.

Castleview Partners first reported a position in SLV in Q2 2021 and held it in 14 quarters. The position peaked at $854K in Q2 2021. 922 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Castleview Partners reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
Castleview Partners sold 4,134 iShares Silver Trust shares in Q3 2026, an estimated $221K.
Castleview Partners first reported a position in iShares Silver Trust in Q2 2021 and held it in 14 quarters.
Castleview Partners's iShares Silver Trust position peaked at $854K in Q2 2021.
922 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.