Nicolet Advisory Services’s iShares Silver Trust SLV Stock Holding History

Nicolet Advisory Services’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	$894K	Buy	11,571 +2,010	+21%	+$101K	0.06%	155
2025 Q3	$415K	Buy	9,561 +1,042	+12%	+$37.4K	0.03%	251
2025 Q2	$286K	Hold	8,519	–	–	0.02%	316
2025 Q1	$241K	Sell	8,519 -50	-0.6%	-$1.45K	0.02%	326
2024 Q4	$237K	Sell	8,569 -250	-3%	-$7.14K	0.02%	338
2024 Q3	$258K	Buy	8,819 +109	+1%	+$2.93K	0.02%	314
2024 Q2	$245K	Sell	8,710 -1,000	-10%	-$26.3K	0.02%	315
2024 Q1	$250K	Sell	9,710 -2,045	-17%	-$43.7K	0.03%	302
2023 Q4	$249K	Hold	11,755	–	–	0.03%	278
2023 Q3	$227K	Buy	11,755 +50	+0.4%	+$1.08K	0.03%	272
2023 Q2	$244K	Buy	11,705 +730	+7%	+$16.2K	0.03%	268
2023 Q1	$251K	Hold	10,975	–	–	0.03%	235
2022 Q4	$237K	Buy	+10,975	New	+$215K	0.03%	208
2022 Q1	–	Sell	-17,372	Closed	-$374K	–	213
2021 Q4	$374K	Buy	+17,372	New	+$375K	0.05%	128

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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Nicolet Advisory Services's SLV Position: Q4 2025 in Review

Nicolet Advisory Services increased its iShares Silver Trust (SLV) stake by 21% in Q4 2025, buying an estimated $101K and bringing the position to 11,571 shares worth $894K. The position accounts for 0.06% of the portfolio, ranked #155.

Nicolet Advisory Services first reported a position in SLV in Q4 2021 and has held it in 14 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Nicolet Advisory Services held 11,571 shares of iShares Silver Trust worth $894K as of Q4 2025.
Nicolet Advisory Services bought 2,010 iShares Silver Trust shares in Q4 2025, an estimated $101K.
iShares Silver Trust made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #155 holding.
Nicolet Advisory Services first reported a position in iShares Silver Trust in Q4 2021 and has held it in 14 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.