Caliber Wealth Management LLC KS Has $20.98 Million Holdings in iShares Silver Trust $SLV

Caliber Wealth Management LLC KS reduced its stake in shares of iShares Silver Trust (NYSEARCA:SLV) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 325,717 shares of the exchange traded fund’s stock after selling 14,007 shares during the quarter. iShares Silver Trust comprises approximately 2.3% of Caliber Wealth Management LLC KS’s holdings, making the stock its 10th largest position. Caliber Wealth Management LLC KS owned 0.06% of iShares Silver Trust worth $20,983,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Westside Investment Management Inc. grew its stake in iShares Silver Trust by 23.4% during the 4th quarter. Westside Investment Management Inc. now owns 686 shares of the exchange traded fund’s stock worth $44,000 after buying an additional 130 shares during the last quarter. JNBA Financial Advisors grew its stake in iShares Silver Trust by 1.2% during the 4th quarter. JNBA Financial Advisors now owns 10,737 shares of the exchange traded fund’s stock worth $692,000 after buying an additional 132 shares during the last quarter. Wolff Wiese Magana LLC grew its stake in iShares Silver Trust by 1.5% during the 4th quarter. Wolff Wiese Magana LLC now owns 10,112 shares of the exchange traded fund’s stock worth $651,000 after buying an additional 150 shares during the last quarter. Inspirion Wealth Advisors LLC grew its stake in iShares Silver Trust by 2.0% during the 4th quarter. Inspirion Wealth Advisors LLC now owns 8,426 shares of the exchange traded fund’s stock worth $543,000 after buying an additional 162 shares during the last quarter. Finally, Compass Financial Group INC SD grew its stake in iShares Silver Trust by 2.6% during the 4th quarter. Compass Financial Group INC SD now owns 6,865 shares of the exchange traded fund’s stock worth $442,000 after buying an additional 176 shares during the last quarter.

iShares Silver Trust Price Performance

Shares of SLV opened at $68.49 on Wednesday. The company has a market cap of $38.77 billion, a P/E ratio of -8.51 and a beta of 0.52. The stock has a fifty day moving average price of $71.24 and a 200 day moving average price of $63.89. iShares Silver Trust has a 12 month low of $29.04 and a 12 month high of $109.83.

Key Headlines Impacting iShares Silver Trust

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

• Positive Sentiment: SLV could attract buyers because analysts point to tight silver supplies and increased demand/hoarding that make the ETF worth watching in the current environment. SLV Stock: A Fund Worth Watching In The Current Environment
• Positive Sentiment: Structural support: high gold and silver prices are boosting exploration budgets, which could help supply fundamentals over time and support SLV. Gold’s safe haven status is intact, high gold and silver prices are boosting exploration budgets – Heraeus
• Neutral Sentiment: Analyst fair-value view: Commerzbank says silver’s “fair value” is nearer $40 but remains supported by higher gold — a mixed signal that implies room for downside versus current levels but structural backing from gold. Silver’s fair value is closer to $40, but remains supported by higher gold prices – Commerzbank
• Neutral Sentiment: Longer-term technical/speculative scenarios for gold (and by correlation silver) include upside if geopolitical catalysts re-emerge, though these are scenario-based and not immediate drivers. Gold (XAUUSD) & Silver Price Forecast: Gold Dips to $4,780 as Hormuz Blockade Reasserts – Is a Surge to $5,000 Next?
• Negative Sentiment: Immediate selling pressure: multiple market reports cite upticks in the U.S. dollar index and higher bond yields that are pushing gold and silver lower, which directly weighs on SLV. Gold, silver sharply down amid upticks in USDX, bond yields
• Negative Sentiment: Price-pressure headlines point to fading war-driven safe-haven demand and renewed inflation worries (oil/strain in the Gulf), which have amplified dollar strength and pressured metals markets. Gold, silver down as lingering war prospects hint of less demand
• Negative Sentiment: Market commentary and technical analyses show bulls need a fresh catalyst to reverse the pullback; absent a renewed geopolitical shock or weaker dollar, downside momentum may persist near-term. Price weakness in gold, silver; bulls need a spark

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.