Pacific Capital Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Pacific Capital 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 Q1	–	Sell	-119	Closed	-$3.13K	–	320
2024 Q4	$3.13K	Hold	119	–	–	﹤0.01%	329
2024 Q3	$3.38K	Sell	119 -110	-48%	-$2.96K	﹤0.01%	364
2024 Q2	$6.08K	Hold	229	–	–	﹤0.01%	365
2024 Q1	$5.21K	Hold	229	–	–	﹤0.01%	305
2023 Q4	$4.99K	Buy	+229	New	+$4.88K	﹤0.01%	247

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Capital Wealth Advisors's SLV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 119 shares — an estimated $3.13K sold.

Pacific Capital Wealth Advisors first reported a position in SLV in Q4 2023 and held it in 5 quarters. The position peaked at $6.08K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 119 iShares Silver Trust shares in Q1 2025, an estimated $3.13K.
Pacific Capital Wealth Advisors first reported a position in iShares Silver Trust in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's iShares Silver Trust position peaked at $6.08K in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.