Creekmur Asset Management’s iShares Silver Trust SLV Stock Holding History

Creekmur Asset 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 Q3	$391K	Sell	9,234 -95	-1%	-$3.41K	0.06%	141
2025 Q2	$306K	Buy	9,329 +95	+1%	+$2.91K	0.05%	183
2025 Q1	$286K	Sell	9,234 -273	-3%	-$7.93K	0.06%	155
2024 Q4	$250K	Hold	9,507	–	–	0.06%	112
2024 Q3	$270K	Sell	9,507 -689	-7%	-$18.5K	0.06%	99
2024 Q2	$271K	Sell	10,196 -50	-0.5%	-$1.31K	0.07%	102
2024 Q1	$233K	Buy	10,246 +650	+7%	+$13.9K	0.08%	101
2023 Q4	$209K	Buy	+9,596	New	+$204K	0.07%	135

Other funds holding SLV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Creekmur Asset Management's SLV Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Silver Trust (SLV) stake by 1% in Q3 2025, selling an estimated $3.41K and leaving 9,234 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #141.

Creekmur Asset Management first reported a position in SLV in Q4 2023 and has held it in 8 quarters since. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Creekmur Asset Management held 9,234 shares of iShares Silver Trust worth $391K as of Q3 2025.
Creekmur Asset Management sold 95 iShares Silver Trust shares in Q3 2025, an estimated $3.41K.
iShares Silver Trust made up 0.06% of Creekmur Asset Management's portfolio in Q3 2025, its #141 holding.
Creekmur Asset Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 8 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.