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Millstone Evans Group’s iShares Silver Trust SLV Stock Holding History

Millstone Evans Group’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
-885
Closed -$29K – 849
2025
Q2 		$29K Hold
885
– – 0.02% 402
2025
Q1 		$27.4K Hold
885
– – 0.02% 405
2024
Q4 		$23.3K Buy
+885
New +$25.3K 0.02% 400

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

Millstone Evans Group's SLV Position: Q3 2025 in Review

Millstone Evans Group sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 885 shares — an estimated $29K sold.

Millstone Evans Group first reported a position in SLV in Q4 2024 and held it in 3 quarters. The position peaked at $29K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Millstone Evans Group reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Millstone Evans Group sold 885 iShares Silver Trust shares in Q3 2025, an estimated $29K.
  • Millstone Evans Group first reported a position in iShares Silver Trust in Q4 2024 and held it in 3 quarters.
  • Millstone Evans Group's iShares Silver Trust position peaked at $29K in Q2 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Millstone Evans Group's 13F filing for Q3 2025, filed 30 Oct 2025.