Oliver Lagore Vanvalin Investment Group’s iShares Silver Trust SLV Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$145K	Buy	+4,670	New	+$143K	0.06%	155
2024 Q4	$130K	Sell	4,921 -1,259	-20%	-$36K	0.03%	152
2024 Q3	$176K	Sell	6,180 -757	-11%	-$20.3K	0.05%	132
2024 Q2	$184K	Sell	6,937 -4,819	-41%	-$127K	0.05%	122
2024 Q1	$267K	Buy	11,756 +1,589	+16%	+$33.9K	0.08%	109
2023 Q4	$221K	Sell	10,167 -84,669	-89%	-$1.8M	0.08%	104
2023 Q3	$1.93M	Sell	94,836 -5,168	-5%	-$112K	0.76%	21
2023 Q2	$2.09M	Buy	100,004 +92,042	+1,156%	+$2.05M	0.76%	24
2023 Q1	$176K	Buy	7,962 +4,936	+163%	+$102K	0.08%	98
2022 Q4	$66.6K	Buy	3,026 +680	+29%	+$13.3K	0.04%	160
2022 Q3	$41K	Buy	2,346 +1,317	+128%	+$23.3K	0.03%	188
2022 Q2	$19K	Sell	1,029 -88	-8%	-$1.83K	0.01%	263
2022 Q1	$27K	Buy	+1,117	New	+$24.8K	0.02%	226

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Oliver Lagore Vanvalin Investment Group's SLV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Silver Trust (SLV) in Q2 2025: 4,670 shares worth $145K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SLV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SLV in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.09M in Q2 2023. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,670 shares of iShares Silver Trust worth $145K as of Q2 2025.
iShares Silver Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Silver Trust made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #155 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Silver Trust in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Silver Trust position peaked at $2.09M in Q2 2023.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.