EWM
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Evercore Wealth Management’s iShares Silver Trust SLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Hold
37,058
0.02% 194
2025
Q1
$1.15M Buy
37,058
+100
+0.3% +$3.1K 0.02% 206
2024
Q4
$973K Hold
36,958
0.01% 220
2024
Q3
$1.05M Hold
36,958
0.02% 216
2024
Q2
$982K Hold
36,958
0.02% 216
2024
Q1
$841K Hold
36,958
0.01% 232
2023
Q4
$805K Sell
36,958
-15,000
-29% -$327K 0.01% 235
2023
Q3
$1.06M Hold
51,958
0.02% 211
2023
Q2
$1.09M Buy
51,958
+5,619
+12% +$117K 0.02% 207
2023
Q1
$1.03M Buy
46,339
+9,500
+26% +$210K 0.02% 212
2022
Q4
$811K Sell
36,839
-271
-0.7% -$5.97K 0.02% 231
2022
Q3
$649K Sell
37,110
-3,000
-7% -$52.5K 0.01% 232
2022
Q2
$748K Hold
40,110
0.02% 231
2022
Q1
$918K Hold
40,110
0.02% 233
2021
Q4
$864K Sell
40,110
-8,459
-17% -$182K 0.01% 242
2021
Q3
$997K Buy
48,569
+34
+0.1% +$698 0.02% 222
2021
Q2
$1.18M Sell
48,535
-17,500
-27% -$424K 0.02% 209
2021
Q1
$1.5M Sell
66,035
-11,500
-15% -$261K 0.03% 189
2020
Q4
$1.91M Buy
77,535
+3,500
+5% +$86K 0.04% 162
2020
Q3
$1.6M Hold
74,035
0.04% 160
2020
Q2
$1.26M Buy
74,035
+2,000
+3% +$34K 0.03% 175
2020
Q1
$940K Buy
72,035
+15,000
+26% +$196K 0.03% 185
2019
Q4
$951K Hold
57,035
0.03% 208
2019
Q3
$908K Hold
57,035
0.03% 216
2019
Q2
$818K Hold
57,035
0.02% 228
2019
Q1
$809K Hold
57,035
0.03% 222
2018
Q4
$829K Buy
57,035
+3,000
+6% +$43.6K 0.03% 197
2018
Q3
$742K Sell
54,035
-2,500
-4% -$34.3K 0.02% 233
2018
Q2
$857K Sell
56,535
-3,000
-5% -$45.5K 0.03% 218
2018
Q1
$917K Hold
59,535
0.04% 189
2017
Q4
$952K Hold
59,535
0.04% 193
2017
Q3
$937K Buy
59,535
+6,102
+11% +$96K 0.04% 186
2017
Q2
$840K Hold
53,433
0.03% 194
2017
Q1
$921K Hold
53,433
0.04% 187
2016
Q4
$808K Buy
53,433
+15,000
+39% +$227K 0.03% 199
2016
Q3
$699K Buy
38,433
+1,000
+3% +$18.2K 0.03% 211
2016
Q2
$668K Buy
37,433
+4,500
+14% +$80.3K 0.03% 210
2016
Q1
$483K Hold
32,933
0.02% 247
2015
Q4
$435K Hold
32,933
0.02% 268
2015
Q3
$457K Buy
32,933
+1,500
+5% +$20.8K 0.02% 266
2015
Q2
$473K Buy
31,433
+16,239
+107% +$244K 0.02% 281
2015
Q1
$243K Buy
+15,194
New +$243K 0.01% 383
2014
Q4
Sell
-16,258
Closed -$266K 968
2014
Q3
$266K Buy
16,258
+9,237
+132% +$151K 0.01% 352
2014
Q2
$143K Buy
7,021
+2,000
+40% +$40.7K 0.01% 449
2014
Q1
$95K Hold
5,021
0.01% 495
2013
Q4
$94K Hold
5,021
0.01% 467
2013
Q3
$105K Hold
5,021
0.01% 481
2013
Q2
$95K Buy
+5,021
New +$95K 0.01% 497