MMBG Investment Advisors’s iShares Silver Trust SLV Stock Holding History

MMBG Investment 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 Q4	–	Sell	-38,405	Closed	-$1.63M	–	189
2025 Q3	$1.63M	Buy	+38,405	New	+$1.38M	0.14%	82
2024 Q2	–	Sell	-14,495	Closed	-$330K	–	160
2024 Q1	$330K	Hold	14,495	–	–	0.03%	137
2023 Q4	$316K	Hold	14,495	–	–	0.04%	139
2023 Q3	$295K	Hold	14,495	–	–	0.04%	138
2023 Q2	$302K	Hold	14,495	–	–	0.04%	141
2023 Q1	$321K	Hold	14,495	–	–	0.04%	139
2022 Q4	$319K	Hold	14,495	–	–	0.04%	138
2022 Q3	$254K	Hold	14,495	–	–	0.03%	144
2022 Q2	$270K	Buy	+14,495	New	+$302K	0.03%	141

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMBG Investment Advisors's SLV Position: Q4 2025 in Review

MMBG Investment Advisors sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 38,405 shares — an estimated $1.63M sold.

MMBG Investment Advisors first reported a position in SLV in Q2 2022 and held it in 9 quarters. The position peaked at $1.63M in Q3 2025. 1,522 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

MMBG Investment Advisors reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
MMBG Investment Advisors sold 38,405 iShares Silver Trust shares in Q4 2025, an estimated $1.63M.
MMBG Investment Advisors first reported a position in iShares Silver Trust in Q2 2022 and held it in 9 quarters.
MMBG Investment Advisors's iShares Silver Trust position peaked at $1.63M in Q3 2025.
1,522 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on MMBG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.