LRWM
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Lord & Richards Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-58
Closed -$1.8K – 145
2025
Q1 		$1.8K Buy
+58
New +$1.69K ﹤0.01% 156

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lord & Richards Wealth Management's SLV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 58 shares — an estimated $1.8K sold.

Lord & Richards Wealth Management first reported a position in SLV in Q1 2025 and held it in 1 quarter. The position peaked at $1.8K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 58 iShares Silver Trust shares in Q2 2025, an estimated $1.8K.
  • Lord & Richards Wealth Management first reported a position in iShares Silver Trust in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Silver Trust position peaked at $1.8K in Q1 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.