CCA
SLV icon

Cobblestone Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Cobblestone Capital Advisors’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
Q3 		$537K Buy
12,663
+857
+7% +$30.8K 0.03% 195
2025
Q2 		$387K Hold
11,806
– – 0.02% 221
2025
Q1 		$366K Hold
11,806
– – 0.02% 223
2024
Q4 		$311K Hold
11,806
– – 0.02% 236
2024
Q3 		$335K Sell
11,806
-600
-5% -$16.1K 0.02% 225
2024
Q2 		$330K Buy
12,406
+2,206
+22% +$58K 0.02% 216
2024
Q1 		$232K Hold
10,200
– – 0.01% 254
2023
Q4 		$222K Buy
10,200
+200
+2% +$4.26K 0.01% 254
2023
Q3 		$203K Sell
10,000
-200
-2% -$4.32K 0.02% 251
2023
Q2 		$213K Hold
10,200
– – 0.02% 253
2023
Q1 		$226K Hold
10,200
– – 0.02% 246
2022
Q4 		$225K Hold
10,200
– – 0.02% 253
2022
Q3 		$178K Hold
10,200
– – 0.01% 246
2022
Q2 		$190K Hold
10,200
– – 0.01% 242
2022
Q1 		$233K Sell
10,200
-200
-2% -$4.45K 0.02% 235
2021
Q4 		$224K Hold
10,400
– – 0.01% 241
2021
Q3 		$213K Hold
10,400
– – 0.01% 244
2021
Q2 		$252K Buy
10,400
+200
+2% +$4.95K 0.02% 233
2021
Q1 		$232K Hold
10,200
– – 0.02% 235
2020
Q4 		$251K Sell
10,200
-325
-3% -$7.39K 0.02% 224
2020
Q3 		$228K Buy
+10,525
New +$239K 0.02% 224

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SG Americas Securities
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cobblestone Capital Advisors's SLV Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares Silver Trust (SLV) stake by 7.3% in Q3 2025, buying an estimated $30.8K and bringing the position to 12,663 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #195.

Cobblestone Capital Advisors first reported a position in SLV in Q3 2020 and has held it in 21 quarters since. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Cobblestone Capital Advisors held 12,663 shares of iShares Silver Trust worth $537K as of Q3 2025.
  • Cobblestone Capital Advisors bought 857 iShares Silver Trust shares in Q3 2025, an estimated $30.8K.
  • iShares Silver Trust made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #195 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 21 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.