Summit Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Summit Wealth Partners’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	–	Sell	-39,939	Closed	-$1.69M	–	220
2025 Q3	$1.69M	Buy	39,939 +16,960	+74%	+$609K	0.31%	60
2025 Q2	$754K	Buy	+22,979	New	+$703K	0.14%	98

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

Summit Wealth Partners's SLV Position: Q4 2025 in Review

Summit Wealth Partners sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 39,939 shares — an estimated $1.69M sold.

Summit Wealth Partners first reported a position in SLV in Q2 2025 and held it in 2 quarters. The position peaked at $1.69M in Q3 2025. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Summit Wealth Partners reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 39,939 iShares Silver Trust shares in Q4 2025, an estimated $1.69M.
Summit Wealth Partners first reported a position in iShares Silver Trust in Q2 2025 and held it in 2 quarters.
Summit Wealth Partners's iShares Silver Trust position peaked at $1.69M in Q3 2025.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.