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iShares Silver Trust shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in iShares Silver Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Silver Trust held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Silver Trust by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 6.1k 42.37
2025-06-30 $200k 6.1k 32.81

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding iShares Silver Trust

Susquehanna International
Jane Street
Citadel Advisors
UBS Group
LMR Partners
Morgan Stanley
LPL Financial
Wolverine Trading
Wells Fargo & Company
Toronto-Dominion Bank
Belvedere Trading
Walleye Trading
Carrhae Capital
Balyasny Asset Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Silver Trust