Safe Harbor Fiduciary’s iShares Silver Trust SLV Stock Holding History

Safe Harbor Fiduciary’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	-750	Closed	-$23.2K	–	257
2025 Q1	$23.2K	Hold	750	–	–	0.02%	125
2024 Q4	$19.7K	Hold	750	–	–	0.02%	120
2024 Q3	$21.3K	Buy	+750	New	+$20.2K	0.02%	121

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Safe Harbor Fiduciary's SLV Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 750 shares — an estimated $23.2K sold.

Safe Harbor Fiduciary first reported a position in SLV in Q3 2024 and held it in 3 quarters. The position peaked at $23.2K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Safe Harbor Fiduciary reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
Safe Harbor Fiduciary sold 750 iShares Silver Trust shares in Q2 2025, an estimated $23.2K.
Safe Harbor Fiduciary first reported a position in iShares Silver Trust in Q3 2024 and held it in 3 quarters.
Safe Harbor Fiduciary's iShares Silver Trust position peaked at $23.2K in Q1 2025.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.