West Oak Capital’s iShares Silver Trust SLV Stock Holding History

West Oak Capital’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	$549	Hold	1,295	–	–	0.02%	160
2025 Q2	$425	Hold	1,295	–	–	0.02%	172
2025 Q1	$401	Hold	1,295	–	–	0.02%	182
2024 Q4	$341K	Hold	1,295	–	–	0.01%	190
2024 Q3	$368	Hold	1,295	–	–	0.01%	195
2024 Q2	$34.4K	Buy	1,295 +655	+102%	+$17.2K	0.01%	197
2024 Q1	$15K	Hold	640	–	–	0.01%	231
2023 Q4	$14K	Hold	640	–	–	0.01%	233
2023 Q3	$13K	Hold	640	–	–	0.01%	231
2023 Q2	$13.4K	Hold	640	–	–	0.01%	232
2023 Q1	$14.2K	Hold	640	–	–	0.01%	225
2022 Q4	$14K	Hold	640	–	–	0.01%	205
2022 Q3	$11K	Hold	640	–	–	0.01%	239
2022 Q2	$12K	Hold	640	–	–	0.01%	240
2022 Q1	$15K	Hold	640	–	–	0.01%	240
2021 Q4	$14K	Sell	640 -50	-7%	-$1.08K	0.01%	250
2021 Q3	$14K	Hold	690	–	–	0.01%	262
2021 Q2	$17K	Buy	690 +50	+8%	+$1.24K	0.01%	249
2021 Q1	$15K	Hold	640	–	–	0.01%	251
2020 Q4	$16K	Hold	640	–	–	0.01%	232
2020 Q3	$14K	Buy	+640	New	+$14.5K	0.01%	215
2019 Q4	–	Sell	-1,785	Closed	-$28K	–	305
2019 Q3	$28K	Sell	1,785 -200	-10%	-$3.18K	0.02%	202
2019 Q2	$28K	Hold	1,985	–	–	0.02%	212
2019 Q1	$28K	Hold	1,985	–	–	0.02%	201
2018 Q4	$28.8K	Hold	1,985	–	–	0.02%	191
2018 Q3	$27.3K	Hold	1,985	–	–	0.02%	214
2018 Q2	$30.1K	Hold	1,985	–	–	0.02%	200
2018 Q1	$30.6K	Buy	+1,985	New	+$31.3K	0.02%	207
2017 Q4	–	Sell	-1,985	Closed	-$31.2K	–	333
2017 Q3	$31.2K	Hold	1,985	–	–	0.02%	206
2017 Q2	$31.2K	Hold	1,985	–	–	0.02%	215
2017 Q1	$34.2K	Hold	1,985	–	–	0.02%	206
2016 Q4	$30K	Hold	1,985	–	–	0.02%	216
2016 Q3	$36.1K	Hold	1,985	–	–	0.02%	201
2016 Q2	$35.5K	Hold	1,985	–	–	0.03%	186
2016 Q1	$29.1K	Hold	1,985	–	–	0.02%	170
2015 Q4	$26.2K	Hold	1,985	–	–	0.02%	176
2015 Q3	$27.5K	Hold	1,985	–	–	0.02%	171
2015 Q2	$29.8K	Hold	1,985	–	–	0.02%	171
2015 Q1	$31.6K	Hold	1,985	–	–	0.02%	176
2014 Q4	$29.9K	Hold	1,985	–	–	0.02%	184
2014 Q3	$32.5K	Hold	1,985	–	–	0.02%	160
2014 Q2	$40.2K	Hold	1,985	–	–	0.03%	151
2014 Q1	$37.8K	Hold	1,985	–	–	0.03%	153
2013 Q4	$37.1K	Sell	1,985 -1,750	-47%	-$35.1K	0.03%	158
2013 Q3	$78.1K	Hold	3,735	–	–	0.06%	127
2013 Q2	$70.9K	Buy	+3,735	New	+$83.7K	0.06%	125

Other funds holding SLV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

West Oak Capital's SLV Position: Q3 2025 in Review

West Oak Capital held its iShares Silver Trust (SLV) position steady in Q3 2025 at 1,295 shares worth $549. The position accounts for 0.02% of the portfolio, ranked #160.

West Oak Capital first reported a position in SLV in Q2 2013 and has held it in 46 quarters since. The position peaked at $341K in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

West Oak Capital held 1,295 shares of iShares Silver Trust worth $549 as of Q3 2025.
West Oak Capital left its iShares Silver Trust share count unchanged in Q3 2025.
iShares Silver Trust made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #160 holding.
West Oak Capital first reported a position in iShares Silver Trust in Q2 2013 and has held it in 46 quarters since.
West Oak Capital's iShares Silver Trust position peaked at $341K in Q4 2024.
1,210 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.