Pineridge Advisors’s iShares Silver Trust SLV Stock Holding History

Pineridge 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 Q3	$235K	Sell	5,546 -1,400	-20%	-$50.3K	0.07%	48
2025 Q2	$228K	Buy	6,946 +153	+2%	+$4.68K	0.08%	40
2025 Q1	$211K	Sell	6,793 -1,026	-13%	-$29.8K	0.08%	42
2024 Q4	$206K	Sell	7,819 -161,047	-95%	-$4.6M	0.08%	53
2024 Q3	$4.8M	Buy	168,866 +59,384	+54%	+$1.6M	1.82%	13
2024 Q2	$2.91M	Sell	109,482 -931,367	-89%	-$24.5M	0.99%	18
2024 Q1	$23.7M	Sell	1,040,849 -802	-0.1%	-$17.1K	8.33%	4
2023 Q4	$22.7M	Buy	+1,041,651	New	+$22.2M	7.52%	4

Other funds holding SLV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Pineridge Advisors's SLV Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares Silver Trust (SLV) stake by 20% in Q3 2025, selling an estimated $50.3K and leaving 5,546 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #48.

Pineridge Advisors first reported a position in SLV in Q4 2023 and has held it in 8 quarters since. The position peaked at $23.7M in Q1 2024. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Pineridge Advisors held 5,546 shares of iShares Silver Trust worth $235K as of Q3 2025.
Pineridge Advisors sold 1,400 iShares Silver Trust shares in Q3 2025, an estimated $50.3K.
iShares Silver Trust made up 0.07% of Pineridge Advisors's portfolio in Q3 2025, its #48 holding.
Pineridge Advisors first reported a position in iShares Silver Trust in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Silver Trust position peaked at $23.7M in Q1 2024.
1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.