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 Q2	–	Sell	-5,600	Closed	-$174K	–	753
2025 Q1	$174K	Buy	5,600 +500	+10%	+$14.5K	0.01%	687
2024 Q4	$134K	Hold	5,100	–	–	0.01%	715
2024 Q3	$145K	Hold	5,100	–	–	0.01%	730
2024 Q2	$136K	Hold	5,100	–	–	0.01%	694
2024 Q1	$116K	Buy	5,100 +5,049	+9,900%	+$108K	0.01%	736
2023 Q4	$24.6K	Buy	+51	New	+$1.09K	﹤0.01%	724
2022 Q2	–	Sell	-291	Closed	-$209K	–	781
2022 Q1	$209K	Buy	+291	New	+$6.47K	0.01%	675

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $570B AUM 27.57% 1-Year Est. Return

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.