GGM Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

GGM Wealth Advisors’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 Q1	$337K	Sell	11,160 -1,775	-14%	-$51.6K	0.19%	94
2024 Q4	$341K	Hold	12,935	–	–	0.18%	98
2024 Q3	$367K	Buy	12,935 +255	+2%	+$6.85K	0.16%	97
2024 Q2	$337K	Buy	12,680 +510	+4%	+$13.4K	0.15%	98
2024 Q1	$313K	Buy	12,170 +70	+0.6%	+$1.5K	0.15%	101
2023 Q4	$252K	Buy	12,100 +505	+4%	+$10.8K	0.1%	122
2023 Q3	$236K	Sell	11,595 -4	-0%	-$86	0.1%	125
2023 Q2	$246K	Buy	11,599 +714	+7%	+$15.9K	0.1%	126
2023 Q1	$240K	Buy	10,885 +1,250	+13%	+$25.9K	0.14%	56
2022 Q4	$211K	Buy	+9,635	New	+$189K	0.11%	128

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MIH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GGM Wealth Advisors's SLV Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 14% in Q1 2025, selling an estimated $51.6K and leaving 11,160 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #94.

GGM Wealth Advisors first reported a position in SLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $367K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

GGM Wealth Advisors held 11,160 shares of iShares Silver Trust worth $337K as of Q1 2025.
GGM Wealth Advisors sold 1,775 iShares Silver Trust shares in Q1 2025, an estimated $51.6K.
iShares Silver Trust made up 0.19% of GGM Wealth Advisors's portfolio in Q1 2025, its #94 holding.
GGM Wealth Advisors first reported a position in iShares Silver Trust in Q4 2022 and has held it in 10 quarters since.
GGM Wealth Advisors's iShares Silver Trust position peaked at $367K in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.