Legend Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Legend Financial 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 Q1	–	Sell	-99	Closed	-$2.61K	–	216
2024 Q4	$2.61K	Buy	+99	New	+$2.83K	﹤0.01%	189
2024 Q3	–	Sell	-99	Closed	-$2.63K	–	254
2024 Q2	$2.63K	Buy	+99	New	+$2.6K	﹤0.01%	218

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

MIH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legend Financial Advisors's SLV Position: Q1 2025 in Review

Legend Financial Advisors sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 99 shares — an estimated $2.61K sold.

Legend Financial Advisors first reported a position in SLV in Q2 2024 and held it in 2 quarters. The position peaked at $2.63K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Legend Financial Advisors reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 99 iShares Silver Trust shares in Q1 2025, an estimated $2.61K.
Legend Financial Advisors first reported a position in iShares Silver Trust in Q2 2024 and held it in 2 quarters.
Legend Financial Advisors's iShares Silver Trust position peaked at $2.63K in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.