Legacy Investment Solutions’s iShares Silver Trust SLV Stock Holding History

Legacy Investment Solutions’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	$1.31K	Buy	+40	New	+$1.22K	﹤0.01%	563

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

Legacy Investment Solutions's SLV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Silver Trust (SLV) in Q2 2025: 40 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings.

1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Legacy Investment Solutions held 40 shares of iShares Silver Trust worth $1.31K as of Q2 2025.
iShares Silver Trust was a new Legacy Investment Solutions position in Q2 2025.
iShares Silver Trust made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #563 holding.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.