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Summit X LLC’s iShares Silver Trust SLV Stock Holding History

Summit X LLC’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
-7,042
Closed -$231K – 197
2025
Q2 		$231K Buy
7,042
+34
+0.5% +$1.04K 0.04% 228
2025
Q1 		$217K Buy
+7,008
New +$204K 0.05% 211
2024
Q4 		– Sell
-10,081
Closed -$268K – 234
2024
Q3 		$268K Sell
10,081
-25
-0.2% -$672 0.07% 174
2024
Q2 		$269K Buy
10,106
+13
+0.1% +$342 0.06% 195
2024
Q1 		$230K Sell
10,093
-3
-0% -$64 0.06% 182
2023
Q4 		$220K Buy
10,096
+144
+1% +$3.06K 0.06% 174
2023
Q3 		$202K Buy
9,952
+49
+0.5% +$1.06K 0.06% 174
2023
Q2 		$207K Sell
9,903
-10
-0.1% -$222 0.05% 258
2023
Q1 		$219K Sell
9,913
-250
-2% -$5.18K 0.06% 241
2022
Q4 		$189K Buy
+10,163
New +$199K 0.05% 230
2022
Q3 		– Sell
-10,165
Closed -$190K – 261
2022
Q2 		$190K Buy
10,165
+1,129
+12% +$23.5K 0.06% 230
2022
Q1 		$206K Buy
+9,036
New +$201K 0.05% 241

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit X LLC's SLV Position: Q3 2025 in Review

Summit X LLC sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 7,042 shares — an estimated $231K sold.

Summit X LLC first reported a position in SLV in Q1 2022 and held it in 12 quarters. The position peaked at $269K in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • Summit X LLC reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 7,042 iShares Silver Trust shares in Q3 2025, an estimated $231K.
  • Summit X LLC first reported a position in iShares Silver Trust in Q1 2022 and held it in 12 quarters.
  • Summit X LLC's iShares Silver Trust position peaked at $269K in Q2 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.