Financial Gravity Companies’s iShares Silver Trust SLV Stock Holding History

Financial Gravity Companies’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	$5.22K	Buy	+159	New	+$4.86K	﹤0.01%	673
2024 Q4	$20.7K	Buy	+786	New	+$22.5K	﹤0.01%	438
2018 Q4	$18K	Buy	+1,228	New	+$16.8K	0.02%	494
2018 Q1	$22K	Buy	1,410 +335	+31%	+$5.29K	0.02%	499
2017 Q4	$18K	Buy	+1,075	New	+$17K	0.02%	495

Other funds holding SLV

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

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 $377B AUM 19.32% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 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 Gravity Companies's SLV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Silver Trust (SLV) in Q2 2025: 159 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SLV as recently as Q4 2024.

Financial Gravity Companies first reported a position in SLV in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q1 2018. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Financial Gravity Companies held 159 shares of iShares Silver Trust worth $5.22K as of Q2 2025.
iShares Silver Trust was a new Financial Gravity Companies position in Q2 2025.
iShares Silver Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #673 holding.
Financial Gravity Companies first reported a position in iShares Silver Trust in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's iShares Silver Trust position peaked at $22K in Q1 2018.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.