J.W. Coons Advisors’s iShares Silver Trust SLV Stock Holding History

J.W. Coons 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 Q2	$794K	Buy	24,200 +2,000	+9%	+$61.2K	0.18%	121
2025 Q1	$688K	Hold	22,200	–	–	0.18%	116
2024 Q4	$585K	Buy	22,200 +1,200	+6%	+$34.3K	0.15%	132
2024 Q3	$597K	Hold	21,000	–	–	0.15%	133
2024 Q2	$558K	Hold	21,000	–	–	0.13%	133
2024 Q1	$478K	Hold	21,000	–	–	0.11%	151
2023 Q4	$457K	Hold	21,000	–	–	0.12%	144
2023 Q3	$427K	Hold	21,000	–	–	0.12%	143
2023 Q2	$439K	Hold	21,000	–	–	0.12%	151
2023 Q1	$465K	Hold	21,000	–	–	0.13%	148
2022 Q4	$462K	Hold	21,000	–	–	0.14%	147
2022 Q3	$368K	Sell	21,000 -10,000	-32%	-$177K	0.14%	154
2022 Q2	$578K	Buy	31,000 +1,000	+3%	+$20.9K	0.2%	126
2022 Q1	$686K	Hold	30,000	–	–	0.2%	124
2021 Q4	$645K	Hold	30,000	–	–	0.19%	127
2021 Q3	$616K	Hold	30,000	–	–	0.21%	119
2021 Q2	$727K	Hold	30,000	–	–	0.26%	100
2021 Q1	$681K	Hold	30,000	–	–	0.24%	107
2020 Q4	$737K	Hold	30,000	–	–	0.28%	97
2020 Q3	$649K	Hold	30,000	–	–	0.27%	104
2020 Q2	$510K	Hold	30,000	–	–	0.23%	113
2020 Q1	$392K	Buy	+30,000	New	+$472K	0.21%	122

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

J.W. Coons Advisors's SLV Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares Silver Trust (SLV) stake by 9% in Q2 2025, buying an estimated $61.2K and bringing the position to 24,200 shares worth $794K. The position accounts for 0.18% of the portfolio, ranked #121.

J.W. Coons Advisors first reported a position in SLV in Q1 2020 and has held it in 22 quarters since. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

J.W. Coons Advisors held 24,200 shares of iShares Silver Trust worth $794K as of Q2 2025.
J.W. Coons Advisors bought 2,000 iShares Silver Trust shares in Q2 2025, an estimated $61.2K.
iShares Silver Trust made up 0.18% of J.W. Coons Advisors's portfolio in Q2 2025, its #121 holding.
J.W. Coons Advisors first reported a position in iShares Silver Trust in Q1 2020 and has held it in 22 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.