Sonora Investment Management Group’s iShares Silver Trust SLV Stock Holding History

Sonora Investment Management Group’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	-10,600	Closed	-$328K	–	321
2025 Q1	$328K	Hold	10,600	–	–	0.03%	212
2024 Q4	$279K	Hold	10,600	–	–	0.02%	227
2024 Q3	$301K	Buy	10,600 +200	+2%	+$5.37K	0.02%	220
2024 Q2	$237K	Hold	10,400	–	–	0.02%	246
2024 Q1	$237K	Sell	10,400 -336	-3%	-$7.18K	0.02%	247
2023 Q4	$234K	Sell	10,736 -364	-3%	-$7.75K	0.02%	232
2023 Q3	$226K	Buy	11,100 +100	+0.9%	+$2.16K	0.02%	228
2023 Q2	$230K	Sell	11,000 -2,731	-20%	-$60.7K	0.02%	233
2023 Q1	$304K	Buy	+13,731	New	+$284K	0.03%	206

Other funds holding SLV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sonora Investment Management Group's SLV Position: Q2 2025 in Review

Sonora Investment Management Group sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 10,600 shares — an estimated $328K sold.

Sonora Investment Management Group first reported a position in SLV in Q1 2023 and held it in 9 quarters. The position peaked at $328K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Sonora Investment Management Group reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
Sonora Investment Management Group sold 10,600 iShares Silver Trust shares in Q2 2025, an estimated $328K.
Sonora Investment Management Group first reported a position in iShares Silver Trust in Q1 2023 and held it in 9 quarters.
Sonora Investment Management Group's iShares Silver Trust position peaked at $328K in Q1 2025.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.