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MGB Wealth Management’s iShares Silver Trust SLV Stock Holding History

MGB 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
Q4 		$3.89M Buy
59,167
+2,996
+5% +$150K 1.11% 13
2025
Q3 		$2.38M Sell
56,171
-2,785
-5% -$100K 0.67% 27
2025
Q2 		$1.93M Buy
58,956
+26,512
+82% +$811K 0.64% 34
2025
Q1 		$1.01M Buy
32,444
+4,496
+16% +$131K 0.36% 71
2024
Q4 		$737K Sell
27,948
-11,002
-28% -$314K 0.23% 85
2024
Q3 		$1.11M Buy
38,950
+2,892
+8% +$77.7K 0.4% 61
2024
Q2 		$1.02M Buy
36,058
+12,258
+52% +$322K 0.38% 70
2024
Q1 		$541K Sell
23,800
-850
-3% -$18.2K 0.22% 107
2023
Q4 		$537K Buy
+24,650
New +$525K 0.27% 103

Other funds holding SLV

Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MGB Wealth Management's SLV Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Silver Trust (SLV) stake by 5.3% in Q4 2025, buying an estimated $150K and bringing the position to 59,167 shares worth $3.89M. The position accounts for 1.11% of the portfolio, ranked #13.

MGB Wealth Management first reported a position in SLV in Q4 2023 and has held it in 9 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • MGB Wealth Management held 59,167 shares of iShares Silver Trust worth $3.89M as of Q4 2025.
  • MGB Wealth Management bought 2,996 iShares Silver Trust shares in Q4 2025, an estimated $150K.
  • iShares Silver Trust made up 1.11% of MGB Wealth Management's portfolio in Q4 2025, its #13 holding.
  • MGB Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 9 quarters since.
  • 1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.