iShares Silver Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Silver Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Silver Trust held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Silver Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 32k | 64.42 |
| 2025-09-30 | $916k | 22k | 42.37 |
| 2025-06-30 | $719k | 22k | 32.81 |
| 2025-03-31 | $732k | 24k | 30.99 |
| 2024-12-31 | $681k | 26k | 26.33 |
| 2024-09-30 | $663k | 23k | 28.41 |
| 2024-06-30 | $614k | 23k | 26.57 |
| 2024-03-31 | $521k | 23k | 22.75 |
| 2023-12-31 | $487k | 22k | 21.78 |
| 2023-09-30 | $454k | 22k | 20.34 |
| 2023-06-30 | $509k | 24k | 20.89 |
| 2023-03-31 | $482k | 22k | 22.11 |
| 2022-12-31 | $470k | 21k | 22.02 |
| 2022-09-30 | $337k | 19k | 17.50 |
| 2022-06-30 | $343k | 18k | 18.63 |
| 2022-03-31 | $472k | 21k | 22.86 |
| 2021-03-31 | $190k | 8.4k | 22.66 |
| 2020-12-31 | $96k | 3.9k | 24.46 |
| 2020-09-30 | $147k | 6.8k | 21.65 |
| 2020-06-30 | $147k | 8.6k | 17.06 |
| 2020-03-31 | $221k | 16k | 14.30 |
| 2019-12-31 | $257k | 15k | 16.68 |
| 2019-09-30 | $171k | 11k | 15.88 |
| 2019-06-30 | $146k | 10k | 14.32 |
| 2019-03-31 | $108k | 7.6k | 14.22 |
| 2018-12-31 | $109k | 7.5k | 14.54 |
| 2018-09-30 | $101k | 7.6k | 13.35 |
| 2018-06-30 | $151k | 11k | 14.19 |
| 2018-03-31 | $187k | 12k | 15.40 |
| 2017-12-31 | $186k | 12k | 15.97 |
| 2017-09-30 | $133k | 8.4k | 15.80 |