Summit Wealth Partners LLC Grows Position in iShares Silver Trust $SLV

Summit Wealth Partners LLC raised its stake in iShares Silver Trust (NYSEARCA:SLV) by 73.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 39,939 shares of the exchange traded fund’s stock after buying an additional 16,960 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Silver Trust were worth $1,692,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Apella Capital LLC purchased a new stake in shares of iShares Silver Trust in the second quarter valued at $291,000. Aviso Financial Inc. raised its stake in iShares Silver Trust by 1,600.0% in the 2nd quarter. Aviso Financial Inc. now owns 4,250 shares of the exchange traded fund’s stock valued at $139,000 after purchasing an additional 4,000 shares during the last quarter. U.S. Capital Wealth Advisors LLC lifted its holdings in iShares Silver Trust by 8.4% in the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 131,496 shares of the exchange traded fund’s stock valued at $5,571,000 after purchasing an additional 10,211 shares in the last quarter. CW Advisors LLC boosted its stake in shares of iShares Silver Trust by 114.3% during the 2nd quarter. CW Advisors LLC now owns 59,927 shares of the exchange traded fund’s stock worth $1,966,000 after purchasing an additional 31,959 shares during the last quarter. Finally, Avantax Advisory Services Inc. boosted its stake in shares of iShares Silver Trust by 32.1% during the 2nd quarter. Avantax Advisory Services Inc. now owns 130,316 shares of the exchange traded fund’s stock worth $4,276,000 after purchasing an additional 31,633 shares during the last quarter.

iShares Silver Trust Price Performance

NYSEARCA:SLV opened at $64.42 on Friday. The firm has a market cap of $34.71 billion, a PE ratio of -8.51 and a beta of 0.38. The firm has a 50 day simple moving average of $52.26 and a 200-day simple moving average of $42.45. iShares Silver Trust has a 1-year low of $26.22 and a 1-year high of $71.22.

More iShares Silver Trust News

Here are the key news stories impacting iShares Silver Trust this week:

• Positive Sentiment: China is moving to restrict silver exports, which would tighten global supply and support prices — a tailwind for SLV as an allocated-physical silver vehicle. China to restrict silver exports
• Positive Sentiment: Coverage highlights a structural deficit and rising industrial demand (notably solar-cell manufacturing) and reports that SLV’s trust holdings rose as some buyers used the dip to accumulate physical metal — supportive for longer-term SLV flows and NAV. Hi Ho Silver Away! / SLV holdings
• Neutral Sentiment: Outlets note the recent sell-off was driven by profit-taking and bubble concerns; analysts argue fundamentals remain solid, suggesting the pullback could be a buying opportunity for 2026 if demand and supply trends persist. Does the Sell-Off … Make It an Even Better Investment?
• Negative Sentiment: CME Group raised margins on precious-metals futures again, prompting forced selling and lower futures prices — an immediate negative for SLV’s market price as paper futures and ETF flows reprice. Gold, silver prices fall after CME raises margins
• Negative Sentiment: Several reports flag extreme volatility, meme-stock style trading in silver/platinum/palladium and warnings that retail-driven froth increases crash risk — headlines that can amplify outflows from ETFs like SLV during fast moves. Silver, platinum and palladium ‘became meme stocks’
• Negative Sentiment: Analysts and columnists warn the recent parabolic surge carries bubble risk and steep corrections (Barron’s, WSJ coverage), which can pressure ETF flows and short-term performance. Silver Prices Plummet After Record Surge

iShares Silver Trust Profile

iShares Silver Trust (the Trust) owns silver transferred to the Trust in exchange for shares issued by the Trust. The Trust’s each share represents a fractional undivided beneficial interest in its net assets. The assets of the Trust consist of silver held by the Trust’s custodian on behalf of the Trust. The activities of the Trust are limited to issuing baskets of shares in exchange for the silver deposited with the custodian as consideration, selling silver as necessary to cover the sponsor’s fee, Trust expenses not assumed by the sponsor and other liabilities, and delivering silver in exchange for baskets of shares surrendered for redemption.