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 $1.66T 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

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. 1,210 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.
1,210 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.