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iShares Silver Trust shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in iShares Silver Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Silver Trust by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 40k 42.37
2025-06-30 $754k 23k 32.81

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding iShares Silver Trust

Susquehanna International
Jane Street
Citadel Advisors
CTC
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

View all funds holding iShares Silver Trust