Petros Family Wealth’s iShares Silver Trust SLV Stock Holding History

Petros Family Wealth’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	-9,520	Closed	-$403K	–	165
2025 Q3	$403K	Buy	9,520 +1,080	+13%	+$38.8K	0.34%	81
2025 Q2	$277K	Buy	8,440 +225	+3%	+$6.88K	0.25%	105
2025 Q1	$255K	Sell	8,215 -100	-1%	-$2.91K	0.28%	103
2024 Q4	$219K	Buy	+8,315	New	+$238K	0.24%	112

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

Petros Family Wealth's SLV Position: Q4 2025 in Review

Petros Family Wealth sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 9,520 shares — an estimated $403K sold.

Petros Family Wealth first reported a position in SLV in Q4 2024 and held it in 4 quarters. The position peaked at $403K in Q3 2025. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Petros Family Wealth reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Petros Family Wealth sold 9,520 iShares Silver Trust shares in Q4 2025, an estimated $403K.
Petros Family Wealth first reported a position in iShares Silver Trust in Q4 2024 and held it in 4 quarters.
Petros Family Wealth's iShares Silver Trust position peaked at $403K in Q3 2025.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.