Transform Wealth’s iShares Silver Trust SLV Stock Holding History

Transform Wealth’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 Q1	$2.96M	Buy	95,545 +2,000	+2%	+$58.1K	0.18%	97
2024 Q4	$2.46M	Buy	+93,545	New	+$2.67M	0.14%	111
2023 Q2	–	Sell	-40,865	Closed	-$904K	–	275
2023 Q1	$904K	Buy	+40,865	New	+$846K	0.09%	134

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transform Wealth's SLV Position: Q1 2025 in Review

Transform Wealth increased its iShares Silver Trust (SLV) stake by 2.1% in Q1 2025, buying an estimated $58.1K and bringing the position to 95,545 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #97.

Transform Wealth first reported a position in SLV in Q1 2023 and has held it in 3 quarters since. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Transform Wealth held 95,545 shares of iShares Silver Trust worth $2.96M as of Q1 2025.
Transform Wealth bought 2,000 iShares Silver Trust shares in Q1 2025, an estimated $58.1K.
iShares Silver Trust made up 0.18% of Transform Wealth's portfolio in Q1 2025, its #97 holding.
Transform Wealth first reported a position in iShares Silver Trust in Q1 2023 and has held it in 3 quarters since.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.