Iron Horse Wealth Management’s iShares Silver Trust SLV Stock Holding History

Iron Horse Wealth Management’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 Q2	$9.84K	Buy	+300	New	+$9.18K	﹤0.01%	284
2023 Q1	–	Sell	-100	Closed	-$2K	–	375
2022 Q4	$2K	Buy	+100	New	+$1.96K	﹤0.01%	204

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MIH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iron Horse Wealth Management's SLV Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in iShares Silver Trust (SLV) in Q2 2025: 300 shares worth $9.84K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Iron Horse Wealth Management previously reported a position in SLV as recently as Q4 2022.

Iron Horse Wealth Management first reported a position in SLV in Q4 2022 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Iron Horse Wealth Management held 300 shares of iShares Silver Trust worth $9.84K as of Q2 2025.
iShares Silver Trust was a new Iron Horse Wealth Management position in Q2 2025.
iShares Silver Trust made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #284 holding.
Iron Horse Wealth Management first reported a position in iShares Silver Trust in Q4 2022 and has held it in 2 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.