Cornerstone Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Cornerstone Wealth 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 Q4	–	Sell	-5,000	Closed	-$212K	–	52
2025 Q3	$212K	Buy	+5,000	New	+$180K	0.05%	51

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

Cornerstone Wealth Advisors's SLV Position: Q4 2025 in Review

Cornerstone Wealth Advisors sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 5,000 shares — an estimated $212K sold.

Cornerstone Wealth Advisors first reported a position in SLV in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Cornerstone Wealth Advisors reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Advisors sold 5,000 iShares Silver Trust shares in Q4 2025, an estimated $212K.
Cornerstone Wealth Advisors first reported a position in iShares Silver Trust in Q3 2025 and held it in 1 quarter.
Cornerstone Wealth Advisors's iShares Silver Trust position peaked at $212K in Q3 2025.
1,525 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Cornerstone Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.