Principia Wealth Advisory’s iShares Silver Trust SLV Stock Holding History

Principia Wealth Advisory’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	-2,000	Closed	-$84.7K	–	1042
2025 Q3	$84.7K	Sell	2,000 -4,000	-67%	-$144K	0.06%	100
2025 Q2	$197K	Sell	6,000 -1,000	-14%	-$30.6K	0.17%	62
2025 Q1	$196K	Buy	7,000 +2,600	+59%	+$75.5K	0.19%	49
2024 Q4	$116K	Buy	+4,400	New	+$126K	0.11%	63

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

Principia Wealth Advisory's SLV Position: Q4 2025 in Review

Principia Wealth Advisory reduced its iShares Silver Trust (SLV) stake by 18% in Q4 2025, selling an estimated $481K and leaving 43,199 shares worth $2.78M. The position accounts for 1.74% of the portfolio, ranked #18.

Principia Wealth Advisory first reported a position in SLV in Q4 2024 and has held it in 5 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Principia Wealth Advisory held 43,199 shares of iShares Silver Trust worth $2.78M as of Q4 2025.
Principia Wealth Advisory sold 9,616 iShares Silver Trust shares in Q4 2025, an estimated $481K.
iShares Silver Trust made up 1.74% of Principia Wealth Advisory's portfolio in Q4 2025, its #18 holding.
Principia Wealth Advisory first reported a position in iShares Silver Trust in Q4 2024 and has held it in 5 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.