Vaughan David Investments’s iShares Silver Trust SLV Stock Holding History

Vaughan David Investments’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	-14,600	Closed	-$619K	–	232
2025 Q3	$619K	Hold	14,600	–	–	0.01%	161
2025 Q2	$479K	Hold	14,600	–	–	0.01%	167
2025 Q1	$452K	Hold	14,600	–	–	0.01%	159
2024 Q4	$384K	Hold	14,600	–	–	0.01%	169
2024 Q3	$415K	Buy	+14,600	New	+$392K	0.01%	166
2018 Q1	–	Sell	-10,234	Closed	-$164K	–	188
2017 Q4	$164K	Hold	10,234	–	–	0.01%	179
2017 Q3	$161K	Hold	10,234	–	–	0.01%	163
2017 Q2	$161K	Hold	10,234	–	–	0.01%	163
2017 Q1	$177K	Buy	+10,234	New	+$169K	0.01%	161

Other funds holding SLV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vaughan David Investments's SLV Position: Q4 2025 in Review

Vaughan David Investments sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 14,600 shares — an estimated $619K sold.

Vaughan David Investments first reported a position in SLV in Q1 2017 and held it in 9 quarters. The position peaked at $619K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Vaughan David Investments reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Vaughan David Investments sold 14,600 iShares Silver Trust shares in Q4 2025, an estimated $619K.
Vaughan David Investments first reported a position in iShares Silver Trust in Q1 2017 and held it in 9 quarters.
Vaughan David Investments's iShares Silver Trust position peaked at $619K in Q3 2025.
1,525 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Vaughan David Investments's 13F filing for Q4 2025, filed 12 Feb 2026.