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Heck Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Heck Capital 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 		– Sell
-20,636
Closed -$543K – 701
2024
Q4 		$543K Buy
+20,636
New +$590K 0.02% 188

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heck Capital Advisors's SLV Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 20,636 shares — an estimated $543K sold.

Heck Capital Advisors first reported a position in SLV in Q4 2024 and held it in 1 quarter. The position peaked at $543K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

  • Heck Capital Advisors reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 20,636 iShares Silver Trust shares in Q1 2025, an estimated $543K.
  • Heck Capital Advisors first reported a position in iShares Silver Trust in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's iShares Silver Trust position peaked at $543K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.