Summit Financial Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Summit Financial Wealth 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 Q3	–	Sell	-6,948	Closed	-$228K	–	182
2025 Q2	$228K	Buy	6,948 +150	+2%	+$4.59K	0.04%	155
2025 Q1	$211K	Buy	+6,798	New	+$198K	0.04%	141
2023 Q1	–	Sell	-11,100	Closed	-$244K	–	134
2022 Q4	$244K	Buy	+11,100	New	+$217K	0.06%	117
2015 Q4	–	Sell	-430	Closed	-$5K	–	201
2015 Q3	$5K	Hold	430	–	–	﹤0.01%	205
2015 Q2	$6K	Hold	430	–	–	﹤0.01%	247
2015 Q1	$7K	Hold	430	–	–	﹤0.01%	209
2014 Q4	$6K	Buy	+430	New	+$6.8K	﹤0.01%	218

Other funds holding SLV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Summit Financial Wealth Advisors's SLV Position: Q3 2025 in Review

Summit Financial Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 6,948 shares — an estimated $228K sold.

Summit Financial Wealth Advisors first reported a position in SLV in Q4 2014 and held it in 7 quarters. The position peaked at $244K in Q4 2022. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Summit Financial Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Summit Financial Wealth Advisors sold 6,948 iShares Silver Trust shares in Q3 2025, an estimated $228K.
Summit Financial Wealth Advisors first reported a position in iShares Silver Trust in Q4 2014 and held it in 7 quarters.
Summit Financial Wealth Advisors's iShares Silver Trust position peaked at $244K in Q4 2022.
1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.