Juncture Wealth Strategies’s iShares Silver Trust SLV Stock Holding History

Juncture Wealth Strategies’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 Q3	–	Sell	-6,874	Closed	-$226K	–	142
2025 Q2	$226K	Buy	+6,874	New	+$210K	0.08%	113
2021 Q1	–	Sell	-12,569	Closed	-$309K	–	120
2020 Q4	$309K	Buy	+12,569	New	+$286K	0.2%	93
2018 Q3	–	Sell	-49,895	Closed	-$756K	–	112
2018 Q2	$756K	Buy	49,895 +1,385	+3%	+$21.6K	0.4%	58
2018 Q1	$748K	Sell	48,510 -1,200	-2%	-$18.9K	0.42%	59
2017 Q4	$795K	Sell	49,710 -5,344	-10%	-$84.3K	0.45%	57
2017 Q3	$867K	Sell	55,054 -650	-1%	-$10.4K	0.49%	53
2017 Q2	$875K	Buy	55,704 +1,407	+3%	+$22.9K	0.5%	49
2017 Q1	$937K	Sell	54,297 -24,229	-31%	-$401K	0.58%	45
2016 Q4	$1.19M	Sell	78,526 -3,139	-4%	-$51K	0.82%	33
2016 Q3	$1.49M	Sell	81,665 -2,068	-2%	-$38.5K	1%	30
2016 Q2	$1.5M	Buy	+83,733	New	+$1.34M	1.07%	28

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Juncture Wealth Strategies's SLV Position: Q3 2025 in Review

Juncture Wealth Strategies sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 6,874 shares — an estimated $226K sold.

Juncture Wealth Strategies first reported a position in SLV in Q2 2016 and held it in 11 quarters. The position peaked at $1.5M in Q2 2016. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Juncture Wealth Strategies reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Juncture Wealth Strategies sold 6,874 iShares Silver Trust shares in Q3 2025, an estimated $226K.
Juncture Wealth Strategies first reported a position in iShares Silver Trust in Q2 2016 and held it in 11 quarters.
Juncture Wealth Strategies's iShares Silver Trust position peaked at $1.5M in Q2 2016.
1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Juncture Wealth Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.