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Heritage Wealth Management (Ohio)’s iShares Silver Trust SLV Stock Holding History

Heritage Wealth Management (Ohio)’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
-4,844
Closed -$205K – 267
2025
Q3 		$205K Buy
+4,844
New +$174K 0.06% 239

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Bank of America
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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

Heritage Wealth Management (Ohio)'s SLV Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 4,844 shares — an estimated $205K sold.

Heritage Wealth Management (Ohio) first reported a position in SLV in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,532 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • Heritage Wealth Management (Ohio) reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 4,844 iShares Silver Trust shares in Q4 2025, an estimated $205K.
  • Heritage Wealth Management (Ohio) first reported a position in iShares Silver Trust in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s iShares Silver Trust position peaked at $205K in Q3 2025.
  • 1,532 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.