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Centricity Wealth Management’s iShares Silver Trust SLV Stock Holding History

Centricity Wealth Management’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
Q2 		$32K Sell
976
-775
-44% -$23.7K 0.03% 214
2025
Q1 		$54.3K Hold
1,751
– – 0.05% 162
2024
Q4 		$46.1K Buy
+1,751
New +$50K 0.04% 180

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's SLV Position: Q2 2025 in Review

Centricity Wealth Management reduced its iShares Silver Trust (SLV) stake by 44% in Q2 2025, selling an estimated $23.7K and leaving 976 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #214.

Centricity Wealth Management first reported a position in SLV in Q4 2024 and has held it in 3 quarters since. The position peaked at $54.3K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Centricity Wealth Management held 976 shares of iShares Silver Trust worth $32K as of Q2 2025.
  • Centricity Wealth Management sold 775 iShares Silver Trust shares in Q2 2025, an estimated $23.7K.
  • iShares Silver Trust made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #214 holding.
  • Centricity Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Silver Trust position peaked at $54.3K in Q1 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.