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Global Retirement Partners’s iShares Silver Trust SLV Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-1,000
Closed -$13.4K – 4396
2025
Q3 		$13.4K Hold
1,000
– – ﹤0.01% 2572
2025
Q2 		$6.55K Buy
+1,000
New +$30.6K ﹤0.01% 2790

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Global Retirement Partners's SLV Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Silver Trust (SLV) stake by 19% in Q4 2025, buying an estimated $806K and bringing the position to 100,063 shares worth $6.45M. The position accounts for 0.11% of the portfolio, ranked #169.

Global Retirement Partners first reported a position in SLV in Q4 2016 and has held it in 36 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • Global Retirement Partners held 100,063 shares of iShares Silver Trust worth $6.45M as of Q4 2025.
  • Global Retirement Partners bought 16,094 iShares Silver Trust shares in Q4 2025, an estimated $806K.
  • iShares Silver Trust made up 0.11% of Global Retirement Partners's portfolio in Q4 2025, its #169 holding.
  • Global Retirement Partners first reported a position in iShares Silver Trust in Q4 2016 and has held it in 36 quarters since.
  • 1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.