Wood Tarver Financial Group’s iShares Silver Trust SLV Stock Holding History

Wood Tarver Financial Group’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	-18	Closed	–	–	556
2025 Q2	$0	Hold	18	–	–	﹤0.01%	689
2025 Q1	$558	Hold	18	–	–	﹤0.01%	630
2024 Q4	$0	Buy	+18	New	+$514	﹤0.01%	753

Other funds holding SLV

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

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

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

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

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

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 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

Wood Tarver Financial Group's SLV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Silver Trust (SLV) in Q3 2025, closing a stake of 18 shares.

Wood Tarver Financial Group first reported a position in SLV in Q4 2024 and held it in 3 quarters. The position peaked at $558 in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SLV as of Q3 2025.

Wood Tarver Financial Group reported no remaining iShares Silver Trust position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 18 iShares Silver Trust shares in Q3 2025.
Wood Tarver Financial Group first reported a position in iShares Silver Trust in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's iShares Silver Trust position peaked at $558 in Q1 2025.
1,213 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.