MWM
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Mascoma Wealth Management’s iShares Silver Trust SLV Stock Holding History

Mascoma 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
Q3 		– Sell
-1,974
Closed -$64.8K – 483
2025
Q2 		$64.8K Hold
1,974
– – 0.02% 166
2025
Q1 		$61.2K Hold
1,974
– – 0.02% 174
2024
Q4 		$52K Hold
1,974
– – 0.01% 192
2024
Q3 		$56.1K Hold
1,974
– – 0.01% 185
2024
Q2 		$52.4K Hold
1,974
– – 0.01% 186
2024
Q1 		$44.9K Hold
1,974
– – 0.01% 192
2023
Q4 		$43K Hold
1,974
– – 0.01% 197
2023
Q3 		$40.2K Sell
1,974
-1,440
-42% -$31.1K 0.01% 208
2023
Q2 		$71.4K Hold
3,414
– – 0.02% 158
2023
Q1 		$78.5K Hold
3,414
– – 0.02% 190
2022
Q4 		$75.2K Hold
3,414
– – 0.02% 188
2022
Q3 		$60K Buy
3,414
+984
+40% +$17.4K 0.02% 210
2022
Q2 		$45K Hold
2,430
– – 0.02% 253
2022
Q1 		$56K Buy
2,430
+1,440
+145% +$32K 0.02% 247
2021
Q4 		$21K Hold
990
– – 0.01% 329
2021
Q3 		$20K Buy
+990
New +$22.3K 0.01% 294
2021
Q2 		– Sell
-990
Closed -$22K – 372
2021
Q1 		$22K Buy
+990
New +$24.1K 0.01% 286
2019
Q3 		– Sell
-862
Closed -$12K – 290
2019
Q2 		$12K Hold
862
– – 0.01% 255
2019
Q1 		$12K Buy
+862
New +$12.6K 0.01% 255
2017
Q4 		– Sell
-2,330
Closed -$37K – 409
2017
Q3 		$37K Buy
2,330
+2,130
+1,065% +$33.9K 0.02% 168
2017
Q2 		$3K Hold
200
– – ﹤0.01% 357
2017
Q1 		$3K Hold
200
– – ﹤0.01% 324
2016
Q4 		$3K Buy
+200
New +$3.25K ﹤0.01% 327

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mascoma Wealth Management's SLV Position: Q3 2025 in Review

Mascoma Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 1,974 shares — an estimated $64.8K sold.

Mascoma Wealth Management first reported a position in SLV in Q4 2016 and held it in 23 quarters. The position peaked at $78.5K in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Mascoma Wealth Management reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,974 iShares Silver Trust shares in Q3 2025, an estimated $64.8K.
  • Mascoma Wealth Management first reported a position in iShares Silver Trust in Q4 2016 and held it in 23 quarters.
  • Mascoma Wealth Management's iShares Silver Trust position peaked at $78.5K in Q1 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.