SS&H Financial Advisors’s iShares Silver Trust SLV Stock Holding History

SS&H Financial Advisors’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 Q4	$648K	Hold	10,066	–	–	0.19%	80
2025 Q3	$426K	Hold	10,066	–	–	0.13%	102
2025 Q2	$330K	Hold	10,066	–	–	0.11%	104
2025 Q1	$312K	Hold	10,066	–	–	0.12%	107
2024 Q4	$266K	Hold	10,066	–	–	0.1%	113
2024 Q3	$286K	Sell	10,066 -104	-1%	-$2.79K	0.1%	116
2024 Q2	$270K	Buy	10,170 +104	+1%	+$2.73K	0.11%	113
2024 Q1	$229K	Hold	10,066	–	–	0.1%	112
2023 Q4	$219K	Hold	10,066	–	–	0.09%	115
2023 Q3	$205K	Buy	+10,066	New	+$218K	0.1%	116
2023 Q1	$223K	Hold	10,066	–	–	0.1%	116
2022 Q4	$222K	Buy	+10,066	New	+$197K	0.11%	112
2022 Q2	–	Sell	-10,066	Closed	-$230K	–	126
2022 Q1	$230K	Buy	+10,066	New	+$224K	0.09%	125

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

SS&H Financial Advisors's SLV Position: Q4 2025 in Review

SS&H Financial Advisors held its iShares Silver Trust (SLV) position steady in Q4 2025 at 10,066 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #80.

SS&H Financial Advisors first reported a position in SLV in Q1 2022 and has held it in 13 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

SS&H Financial Advisors held 10,066 shares of iShares Silver Trust worth $648K as of Q4 2025.
SS&H Financial Advisors left its iShares Silver Trust share count unchanged in Q4 2025.
iShares Silver Trust made up 0.19% of SS&H Financial Advisors's portfolio in Q4 2025, its #80 holding.
SS&H Financial Advisors first reported a position in iShares Silver Trust in Q1 2022 and has held it in 13 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.