Moss Adams Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Moss Adams Wealth 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 Q3	–	Sell	-154,482	Closed	-$5.07M	–	276
2025 Q2	$5.07M	Buy	+154,482	New	+$4.72M	0.46%	21

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moss Adams Wealth Advisors's SLV Position: Q3 2025 in Review

Moss Adams Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 154,482 shares — an estimated $5.07M sold.

Moss Adams Wealth Advisors first reported a position in SLV in Q2 2025 and held it in 1 quarter. The position peaked at $5.07M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Moss Adams Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 154,482 iShares Silver Trust shares in Q3 2025, an estimated $5.07M.
Moss Adams Wealth Advisors first reported a position in iShares Silver Trust in Q2 2025 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares Silver Trust position peaked at $5.07M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.