iShares Silver Trust shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in iShares Silver Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Silver Trust held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Silver Trust by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 22k | 79.18 |
| 2025-09-30 | $1.2M | 28k | 43.52 |
| 2025-06-30 | $994k | 28k | 35.03 |
| 2025-03-31 | $728k | 27k | 27.08 |
| 2024-12-31 | $756k | 28k | 27.31 |
| 2024-09-30 | $908k | 31k | 28.94 |
| 2024-06-30 | $870k | 32k | 27.20 |
| 2024-03-31 | $817k | 34k | 23.84 |
| 2023-12-31 | $676k | 33k | 20.51 |
| 2023-09-30 | $720k | 33k | 21.75 |
| 2023-06-30 | $602k | 28k | 21.19 |
| 2023-03-31 | $601k | 26k | 23.33 |
| 2022-12-31 | $463k | 21k | 22.02 |