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

McClarren 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 Q2	–	Sell	-30	Closed	-$30K	–	259
2025 Q1	$30K	Sell	30 -970	-97%	-$28.2K	0.02%	168
2024 Q4	$26K	Buy	1,000 +972	+3,471%	+$27.8K	0.07%	121
2024 Q3	$28	Buy	28 +2	+8%	+$54	﹤0.01%	153
2024 Q2	$26K	Sell	26 -974	-97%	-$25.6K	0.02%	197
2024 Q1	$23K	Hold	1,000	–	–	0.02%	209
2023 Q4	$22K	Buy	+1,000	New	+$21.3K	0.02%	228
2022 Q4	–	Sell	-202	Closed	-$3K	–	455
2022 Q3	$3K	Buy	+202	New	+$3.58K	﹤0.01%	271
2022 Q2	–	Sell	-202	Closed	-$4K	–	228
2022 Q1	$4K	Hold	202	–	–	﹤0.01%	241
2021 Q4	$5K	Hold	202	–	–	﹤0.01%	266
2021 Q3	$4K	Hold	202	–	–	﹤0.01%	244
2021 Q2	$4K	Buy	+202	New	+$5K	﹤0.01%	259

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

McClarren Financial Advisors's SLV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 30 shares — an estimated $30K sold.

McClarren Financial Advisors first reported a position in SLV in Q2 2021 and held it in 11 quarters. The position peaked at $30K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 30 iShares Silver Trust shares in Q2 2025, an estimated $30K.
McClarren Financial Advisors first reported a position in iShares Silver Trust in Q2 2021 and held it in 11 quarters.
McClarren Financial Advisors's iShares Silver Trust position peaked at $30K in Q1 2025.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.