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Greenberg Financial Group’s iShares Silver Trust SLV Stock Holding History

Greenberg Financial Group’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 		$326K Buy
+5,057
New +$253K 0.13% 78
2025
Q2 		$393K Sell
7,345
-75
-1% -$2.29K 0.15% 77
2025
Q1 		$506K Buy
+7,420
New +$216K 0.21% 59

Other funds holding SLV

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Greenberg Financial Group's SLV Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Silver Trust (SLV) in Q4 2025: 5,057 shares worth $326K. The stake represents 0.13% of the portfolio and ranks #78 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SLV as recently as Q2 2025.

Greenberg Financial Group first reported a position in SLV in Q1 2025 and has held it in 3 quarters since. The position peaked at $506K in Q1 2025. 1,531 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • Greenberg Financial Group held 5,057 shares of iShares Silver Trust worth $326K as of Q4 2025.
  • iShares Silver Trust was a new Greenberg Financial Group position in Q4 2025.
  • iShares Silver Trust made up 0.13% of Greenberg Financial Group's portfolio in Q4 2025, its #78 holding.
  • Greenberg Financial Group first reported a position in iShares Silver Trust in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Silver Trust position peaked at $506K in Q1 2025.
  • 1,531 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.