SLV — ISHARES SILVER TRUST ISHARES

Ownership history in Richard C. Young & CO., LTD.  ·  55 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported ISHARES SILVER TRUST ISHARES (SLV) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.51% in 2025 Q4. The latest visible filing shows SLV at 3.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard C. Young & CO., LTD.'s position in ISHARES SILVER TRUST ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLV was reported at 3.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLV stock page Richard C. Young & CO., LTD. fund profile Richard C. Young & CO., LTD. full holdings
How Richard C. Young & CO., LTD. held SLV — position size vs. price
% of Fund (quarterly)    SLV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 608,872 -752 -0.1% 3.51% $39.2M 2026-02-14 (Est.) $69.72
2025 Q3 REDUCED 609,624 -96,936 -13.7% 2.40% $25.8M 2025-11-12 $48.32
2025 Q2 REDUCED 706,560 -6,043 -0.8% 2.29% $23.2M 2025-08-07 $34.76
2025 Q1 REDUCED 712,603 -10,615 -1.5% 2.37% $22.1M 2025-05-02 $29.12
2024 Q4 REDUCED 723,218 -10,871 -1.5% 2.07% $19.0M 2025-01-28 $27.63
2024 Q3 REDUCED 734,089 -3,857 -0.5% 2.28% $20.9M 2024-11-07 $29.11
2024 Q2 ADDED 737,946 +12,272 +1.7% 2.38% $19.6M 2024-08-08 $25.01
2024 Q1 REDUCED 725,674 -15,028 -2.0% 2.07% $16.5M 2024-05-08 $24.95
2023 Q4 ADDED 740,702 +3,725 +0.5% 2.16% $16.1M 2024-02-12 $20.76
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLV

As of 2026 Q1 — sorted by position size

Fulcrum Equity Management 3Y 7Y 0.61% Noble Wealth Management PBC 0.28% Crumly & Associates Inc. 3Y 0.16% Silverleafe Capital Partners, LLC 3Y 7Y 0.14% Hickory Point Bank & Trust 0.13% Aspen Wealth Management LLC 3Y 0.13% ADIRONDACK TRUST CO 3Y 7Y 0.12% Marex Group plc 0.1% Hilltop National Bank 0.07% NorthAvenue LLC 0.06%

FAQ About Richard C. Young & CO., LTD. and SLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Richard C. Young & CO., LTD. reported owning SLV?

Richard C. Young & CO., LTD. reported SLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLV position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for SLV was 3.51% in 2025 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 608,872 shares, equal to 3.51% of portfolio, with an estimated market value of $39.2M.

What does the chart on this SLV ownership page compare?

The chart compares Richard C. Young & CO., LTD.'s quarterly SLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Richard C. Young & CO., LTD. Holdings