Garde Capital’s iShares Silver Trust SLV Stock Holding History

Garde Capital’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	–	Sell	-619	Closed	-$20.3K	–	705
2025 Q2	$20.3K	Buy	619 +238	+62%	+$7.28K	﹤0.01%	436
2025 Q1	$11.8K	Buy	+381	New	+$11.1K	﹤0.01%	475
2024 Q2	–	Sell	-11,031	Closed	-$250K	–	283
2024 Q1	$250K	Hold	11,031	–	–	0.02%	186
2023 Q4	$240K	Hold	11,031	–	–	0.02%	187
2023 Q3	$224K	Hold	11,031	–	–	0.02%	186
2023 Q2	$230K	Hold	11,031	–	–	0.02%	205
2023 Q1	$244K	Hold	11,031	–	–	0.03%	167
2022 Q4	$243K	Hold	11,031	–	–	0.03%	159
2022 Q3	$193K	Hold	11,031	–	–	0.03%	169
2022 Q2	$206K	Hold	11,031	–	–	0.03%	182
2022 Q1	$252K	Sell	11,031 -46	-0.4%	-$1.02K	0.03%	179
2021 Q4	$238K	Hold	11,077	–	–	0.02%	196
2021 Q3	$227K	Sell	11,077 -3,026	-21%	-$68K	0.02%	190
2021 Q2	$342K	Sell	14,103 -903	-6%	-$22.4K	0.04%	150
2021 Q1	$341K	Buy	15,006 +2,580	+21%	+$62.8K	0.04%	141
2020 Q4	$305K	Hold	12,426	–	–	0.04%	145
2020 Q3	$269K	Buy	+12,426	New	+$282K	0.04%	136

Other funds holding SLV

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return