iShares Silver Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Silver Trust
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Quarterly reported holdings in iShares Silver Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.1M | 94k | 64.42 |
| 2025-06-30 | $3.0M | 92k | 32.81 |
| 2025-03-31 | $2.6M | 84k | 30.99 |
| 2024-12-31 | $2.2M | 82k | 26.33 |
| 2024-09-30 | $2.3M | 81k | 28.41 |
| 2024-06-30 | $2.1M | 78k | 26.57 |
| 2024-03-31 | $1.8M | 78k | 22.75 |
| 2023-12-31 | $1.8M | 84k | 21.78 |
| 2023-09-30 | $1.7M | 84k | 20.34 |
| 2023-06-30 | $1.8M | 22k | 80.72 |
| 2022-12-31 | $203k | 9.2k | 22.02 |
| 2021-09-30 | $224k | 5.9k | 38.26 |
| 2021-06-30 | $295k | 12k | 24.23 |
| 2021-03-31 | $361k | 16k | 22.68 |
| 2020-12-31 | $391k | 16k | 24.56 |
| 2020-09-30 | $345k | 16k | 21.67 |