Spectrum Wealth Counsel’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$55.3K Buy
1,786
+20
+1% +$581 0.01% 166
2024
Q4
$46.5K Hold
1,766
0.01% 174
2024
Q3
$50.2K Hold
1,766
0.01% 172
2024
Q2
$46.9K Sell
1,766
-75
-4% -$1.97K 0.01% 207
2024
Q1
$41.9K Sell
1,841
-4,372
-70% -$93.4K 0.01% 220
2023
Q4
$146K Buy
+6,213
New +$132K 0.02% 143

Other funds holding SLV

Spectrum Wealth Counsel's SLV Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Silver Trust (SLV) stake by 1.1% in Q1 2025, buying an estimated $581 and bringing the position to 1,786 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #166.

Spectrum Wealth Counsel first reported a position in SLV in Q4 2023 and has held it in 6 quarters since. The position peaked at $146K in Q4 2023. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

  • Spectrum Wealth Counsel held 1,786 shares of iShares Silver Trust worth $55.3K as of Q1 2025.
  • Spectrum Wealth Counsel bought 20 iShares Silver Trust shares in Q1 2025, an estimated $581.
  • iShares Silver Trust made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #166 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Silver Trust in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Silver Trust position peaked at $146K in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.