Acorn Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Acorn Wealth Advisors’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Buy	42,040 +4,071	+11%	+$270K	0.55%	47
2026 Q1	$2.59M	Buy	37,969 +6,155	+19%	+$468K	0.75%	36
2025 Q4	$2.05M	Sell	31,814 -823	-3%	-$41.2K	0.61%	43
2025 Q3	$1.38M	Buy	32,637 +4,606	+16%	+$165K	0.43%	56
2025 Q2	$920K	Buy	28,031 +2,665	+11%	+$81.5K	0.34%	71
2025 Q1	$786K	Buy	25,366 +972	+4%	+$28.2K	0.33%	69
2024 Q4	$642K	Buy	24,394 +10,566	+76%	+$302K	0.27%	82
2024 Q3	$393K	Buy	+13,828	New	+$372K	0.17%	124
2018 Q3	–	Sell	-5,297	Closed	-$79K	–	389
2018 Q2	$79K	Hold	5,297	–	–	0.07%	199
2018 Q1	$81K	Sell	5,297 -1,200	-18%	-$18.9K	0.07%	196
2017 Q4	$105K	Buy	+6,497	New	+$103K	0.1%	165

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Acorn Wealth Advisors's SLV Position: Q2 2026 in Review

Acorn Wealth Advisors increased its iShares Silver Trust (SLV) stake by 11% in Q2 2026, buying an estimated $270K and bringing the position to 42,040 shares worth $2.25M. The position accounts for 0.55% of the portfolio, ranked #47.

Acorn Wealth Advisors first reported a position in SLV in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.59M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Acorn Wealth Advisors held 42,040 shares of iShares Silver Trust worth $2.25M as of Q2 2026.
Acorn Wealth Advisors bought 4,071 iShares Silver Trust shares in Q2 2026, an estimated $270K.
iShares Silver Trust made up 0.55% of Acorn Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Acorn Wealth Advisors first reported a position in iShares Silver Trust in Q4 2017 and has held it in 11 quarters since.
Acorn Wealth Advisors's iShares Silver Trust position peaked at $2.59M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.