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Financial Advocates Investment Management’s iShares Silver Trust SLV Stock Holding History

Financial Advocates Investment 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 		$2.44M Sell
57,484
-46,663
-45% -$1.68M 1.37% 24
2025
Q2 		$3.42M Sell
104,147
-31,133
-23% -$952K 0.28% 80
2025
Q1 		$4.19M Sell
135,280
-2,047
-1% -$59.5K 0.29% 75
2024
Q4 		$3.62M Sell
137,327
-10,153
-7% -$290K 0.21% 104
2024
Q3 		$4.19M Sell
147,480
-55,463
-27% -$1.49M 0.24% 101
2024
Q2 		$5.39M Buy
202,943
+6,179
+3% +$163K 0.33% 64
2024
Q1 		$4.48M Buy
196,764
+1,520
+0.8% +$32.5K 0.26% 92
2023
Q4 		$4.25M Sell
195,244
-170,790
-47% -$3.64M 0.28% 82
2023
Q3 		$7.46M Sell
366,034
-3,047
-0.8% -$65.8K 0.54% 39
2023
Q2 		$7.73M Buy
+369,081
New +$8.21M 0.55% 36
2023
Q1 		– Sell
-336,001
Closed -$6.96M – 812
2022
Q4 		$7.56M Buy
336,001
+44,495
+15% +$872K 0.56% 35
2022
Q3 		$5.67M Sell
291,506
-105,875
-27% -$1.88M 0.47% 47
2022
Q2 		$7.41M Sell
397,381
-141,588
-26% -$2.95M 0.6% 27
2022
Q1 		$12.3M Buy
538,969
+39,258
+8% +$873K 0.81% 20
2021
Q4 		$11.1M Sell
499,711
-104,228
-17% -$2.25M 0.7% 22
2021
Q3 		$12.6M Sell
603,939
-51,081
-8% -$1.15M 0.85% 15
2021
Q2 		$17M Sell
655,020
-193,253
-23% -$4.79M 1.14% 10
2021
Q1 		$19.5M Sell
848,273
-203,398
-19% -$4.95M 1.38% 8
2020
Q4 		$26.6M Buy
1,051,671
+137,377
+15% +$3.12M 1.82% 5
2020
Q3 		$20.3M Buy
914,294
+68,221
+8% +$1.55M 1.73% 9
2020
Q2 		$14.7M Buy
846,073
+296,453
+54% +$4.53M 1.39% 10
2020
Q1 		$7.17M Buy
549,620
+423,783
+337% +$6.66M 1.02% 18
2019
Q4 		$2.1M Buy
125,837
+2,424
+2% +$39.3K 0.22% 110
2019
Q3 		$1.97M Buy
123,413
+22,372
+22% +$356K 0.22% 112
2019
Q2 		$1.45M Sell
101,041
-4,274
-4% -$59.7K 0.17% 142
2019
Q1 		$1.49M Sell
105,315
-1,204
-1% -$17.6K 0.19% 131
2018
Q4 		$1.55M Buy
106,519
+12,551
+13% +$172K 0.21% 123
2018
Q3 		$1.29M Buy
93,968
+6,083
+7% +$85.8K 0.14% 157
2018
Q2 		$1.31M Buy
87,885
+14,701
+20% +$229K 0.16% 141
2018
Q1 		$1.13M Buy
73,184
+5,073
+7% +$80.1K 0.15% 145
2017
Q4 		$1.09M Buy
+68,111
New +$1.08M 0.15% 151

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 $445B AUM 25.58% 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 $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
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

Financial Advocates Investment Management's SLV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Silver Trust (SLV) stake by 45% in Q3 2025, selling an estimated $1.68M and leaving 57,484 shares worth $2.44M. The position accounts for 1.37% of the portfolio, ranked #24.

Financial Advocates Investment Management first reported a position in SLV in Q4 2017 and has held it in 31 quarters since. The position peaked at $26.6M in Q4 2020. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Financial Advocates Investment Management held 57,484 shares of iShares Silver Trust worth $2.44M as of Q3 2025.
  • Financial Advocates Investment Management sold 46,663 iShares Silver Trust shares in Q3 2025, an estimated $1.68M.
  • iShares Silver Trust made up 1.37% of Financial Advocates Investment Management's portfolio in Q3 2025, its #24 holding.
  • Financial Advocates Investment Management first reported a position in iShares Silver Trust in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's iShares Silver Trust position peaked at $26.6M in Q4 2020.
  • 1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.