PFG Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

PFG Private Wealth Management’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	-4,817	Closed	-$204K	–	127
2025 Q3	$204K	Buy	+4,817	New	+$173K	0.09%	109
2025 Q2	–	Sell	-100	Closed	-$3.1K	–	214
2025 Q1	$3.1K	Hold	100	–	–	﹤0.01%	203
2024 Q4	$2.63K	Hold	100	–	–	﹤0.01%	187
2024 Q3	$2.84K	Hold	100	–	–	﹤0.01%	190
2024 Q2	$2.66K	Hold	100	–	–	﹤0.01%	192
2024 Q1	$2.27K	Hold	100	–	–	﹤0.01%	192
2023 Q4	$2.18K	Hold	100	–	–	﹤0.01%	196
2023 Q3	$2.03K	Hold	100	–	–	﹤0.01%	238
2023 Q2	$2.09K	Hold	100	–	–	﹤0.01%	250
2023 Q1	$2.21K	Hold	100	–	–	﹤0.01%	250
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	292
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	307
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	290
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	279
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	287
2021 Q3	$2K	Buy	+100	New	+$2.25K	﹤0.01%	276

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

PFG Private Wealth Management's SLV Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 4,817 shares — an estimated $204K sold.

PFG Private Wealth Management first reported a position in SLV in Q3 2021 and held it in 16 quarters. The position peaked at $204K in Q3 2025. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

PFG Private Wealth Management reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 4,817 iShares Silver Trust shares in Q4 2025, an estimated $204K.
PFG Private Wealth Management first reported a position in iShares Silver Trust in Q3 2021 and held it in 16 quarters.
PFG Private Wealth Management's iShares Silver Trust position peaked at $204K in Q3 2025.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.