Causey Wealth LLC’s iShares Silver Trust SLV Stock Holding History

Causey Wealth LLC’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 Q4	–	Sell	-21,748	Closed	-$921K	–	76
2025 Q3	$921K	Buy	21,748 +4,625	+27%	+$166K	0.45%	40
2025 Q2	$562K	Buy	17,123 +10,500	+159%	+$321K	0.29%	45
2025 Q1	$205K	Buy	+6,623	New	+$192K	0.11%	63

Other funds holding SLV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Causey Wealth LLC's SLV Position: Q4 2025 in Review

Causey Wealth LLC sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 21,748 shares — an estimated $921K sold.

Causey Wealth LLC first reported a position in SLV in Q1 2025 and held it in 3 quarters. The position peaked at $921K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Causey Wealth LLC reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Causey Wealth LLC sold 21,748 iShares Silver Trust shares in Q4 2025, an estimated $921K.
Causey Wealth LLC first reported a position in iShares Silver Trust in Q1 2025 and held it in 3 quarters.
Causey Wealth LLC's iShares Silver Trust position peaked at $921K in Q3 2025.
1,525 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Causey Wealth LLC's 13F filing for Q4 2025, filed 8 May 2026.