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Chas P. Smith & Associates (CPS)’s iShares Silver Trust SLV Stock Holding History

Chas P. Smith & Associates (CPS)’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
-5,850
Closed -$248K – 177
2025
Q3 		$248K Buy
+5,850
New +$210K 0.02% 116

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s SLV Position: Q4 2025 in Review

Chas P. Smith & Associates (CPS) sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 5,850 shares — an estimated $248K sold.

Chas P. Smith & Associates (CPS) first reported a position in SLV in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • Chas P. Smith & Associates (CPS) reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
  • Chas P. Smith & Associates (CPS) sold 5,850 iShares Silver Trust shares in Q4 2025, an estimated $248K.
  • Chas P. Smith & Associates (CPS) first reported a position in iShares Silver Trust in Q3 2025 and held it in 1 quarter.
  • Chas P. Smith & Associates (CPS)'s iShares Silver Trust position peaked at $248K in Q3 2025.
  • 1,525 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q4 2025, filed 9 Feb 2026.