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

Congress 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	$1.97M	Buy	59,927 +31,959	+114%	+$977K	0.02%	561
2025 Q1	$864K	Buy	+27,968	New	+$813K	0.01%	668

Other funds holding SLV

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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 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

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

Congress Wealth Management increased its iShares Silver Trust (SLV) stake by 114% in Q2 2025, buying an estimated $977K and bringing the position to 59,927 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #561.

Congress Wealth Management first reported a position in SLV in Q1 2025 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Congress Wealth Management held 59,927 shares of iShares Silver Trust worth $1.97M as of Q2 2025.
Congress Wealth Management bought 31,959 iShares Silver Trust shares in Q2 2025, an estimated $977K.
iShares Silver Trust made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #561 holding.
Congress Wealth Management first reported a position in iShares Silver Trust in Q1 2025 and has held it in 2 quarters since.
1,079 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.