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WealthTrak Capital Management’s iShares Silver Trust SLV Stock Holding History

WealthTrak Capital Management’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
-133
Closed -$4.36K – 760
2025
Q2 		$4.36K Sell
133
-182
-58% -$5.57K ﹤0.01% 312
2025
Q1 		$9.76K Buy
315
+1
+0.3% +$29 0.01% 168
2024
Q4 		$8.27K Buy
+314
New +$8.97K 0.01% 171

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

WealthTrak Capital Management's SLV Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 133 shares — an estimated $4.36K sold.

WealthTrak Capital Management first reported a position in SLV in Q4 2024 and held it in 3 quarters. The position peaked at $9.76K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

  • WealthTrak Capital Management reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 133 iShares Silver Trust shares in Q3 2025, an estimated $4.36K.
  • WealthTrak Capital Management first reported a position in iShares Silver Trust in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's iShares Silver Trust position peaked at $9.76K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.