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Proactive Wealth Strategies’s iShares Silver Trust SLV Stock Holding History

Proactive Wealth Strategies’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
Q2 		– Sell
-112,322
Closed -$3.48M – 141
2025
Q1 		$3.48M Sell
112,322
-1,824
-2% -$53K 1.86% 11
2024
Q4 		$3M Buy
114,146
+34,403
+43% +$983K 1.57% 19
2024
Q3 		$2.27M Buy
+79,743
New +$2.14M 1.26% 27

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Proactive Wealth Strategies's SLV Position: Q2 2025 in Review

Proactive Wealth Strategies sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 112,322 shares — an estimated $3.48M sold.

Proactive Wealth Strategies first reported a position in SLV in Q3 2024 and held it in 3 quarters. The position peaked at $3.48M in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Proactive Wealth Strategies reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 112,322 iShares Silver Trust shares in Q2 2025, an estimated $3.48M.
  • Proactive Wealth Strategies first reported a position in iShares Silver Trust in Q3 2024 and held it in 3 quarters.
  • Proactive Wealth Strategies's iShares Silver Trust position peaked at $3.48M in Q1 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Proactive Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.