Marks Wealth’s iShares Silver Trust SLV Stock Holding History

Marks Wealth’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	-410,641	Closed	-$12.7M	–	25
2025 Q1	$12.7M	Buy	+410,641	New	+$11.9M	4.67%	5

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

Marks Wealth's SLV Position: Q2 2025 in Review

Marks Wealth sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 410,641 shares — an estimated $12.7M sold.

Marks Wealth first reported a position in SLV in Q1 2025 and held it in 1 quarter. The position peaked at $12.7M in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Marks Wealth reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
Marks Wealth sold 410,641 iShares Silver Trust shares in Q2 2025, an estimated $12.7M.
Marks Wealth first reported a position in iShares Silver Trust in Q1 2025 and held it in 1 quarter.
Marks Wealth's iShares Silver Trust position peaked at $12.7M in Q1 2025.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Marks Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.