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Richard W. Paul & Associates’s iShares Silver Trust SLV Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-500
Closed -$13.2K – 484
2024
Q4 		$13.2K Buy
+500
New +$14.3K ﹤0.01% 290

Other funds holding SLV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 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
SG Americas Securities
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Richard W. Paul & Associates's SLV Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 500 shares — an estimated $13.2K sold.

Richard W. Paul & Associates first reported a position in SLV in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 500 iShares Silver Trust shares in Q1 2025, an estimated $13.2K.
  • Richard W. Paul & Associates first reported a position in iShares Silver Trust in Q4 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's iShares Silver Trust position peaked at $13.2K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.