Keystone Wealth Services’s iShares Silver Trust SLV Stock Holding History

Keystone Wealth Services’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	-23,895	Closed	-$1.01M	–	305
2025 Q3	$1.01M	Sell	23,895 -1,269	-5%	-$45.6K	0.22%	109
2025 Q2	$826K	Buy	+25,164	New	+$770K	0.2%	118
2022 Q2	–	Sell	-13,082	Closed	-$299K	–	186
2022 Q1	$299K	Hold	13,082	–	–	0.12%	135
2021 Q4	$281K	Buy	+13,082	New	+$283K	0.11%	138

Other funds holding SLV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

SG Americas Securities New York $179B AUM 65.34% 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

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

Keystone Wealth Services's SLV Position: Q4 2025 in Review

Keystone Wealth Services sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 23,895 shares — an estimated $1.01M sold.

Keystone Wealth Services first reported a position in SLV in Q4 2021 and held it in 4 quarters. The position peaked at $1.01M in Q3 2025. 1,525 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Keystone Wealth Services reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Keystone Wealth Services sold 23,895 iShares Silver Trust shares in Q4 2025, an estimated $1.01M.
Keystone Wealth Services first reported a position in iShares Silver Trust in Q4 2021 and held it in 4 quarters.
Keystone Wealth Services's iShares Silver Trust position peaked at $1.01M in Q3 2025.
1,525 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.