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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garde Capital's SLV Position: Q3 2025 in Review

Garde Capital sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 619 shares — an estimated $20.3K sold.

Garde Capital first reported a position in SLV in Q3 2020 and held it in 17 quarters. The position peaked at $342K in Q2 2021. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Garde Capital reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 619 iShares Silver Trust shares in Q3 2025, an estimated $20.3K.
Garde Capital first reported a position in iShares Silver Trust in Q3 2020 and held it in 17 quarters.
Garde Capital's iShares Silver Trust position peaked at $342K in Q2 2021.
1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.