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Advance Capital Management’s iShares Silver Trust SLV Stock Holding History

Advance Capital Management’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 		$854K Buy
15,968
+3,008
+23% +$199K 0.03% 85
2026
Q1 		$883K Sell
12,960
-474
-4% -$36K 0.03% 71
2025
Q4 		$865K Buy
13,434
+320
+2% +$16K 0.04% 74
2025
Q3 		$556K Buy
13,114
+1,754
+15% +$63K 0.02% 99
2025
Q2 		$373K Buy
11,360
+35
+0.3% +$1.07K 0.02% 116
2025
Q1 		$351K Hold
11,325
– – 0.02% 114
2024
Q4 		$298K Buy
11,325
+22
+0.2% +$629 0.01% 115
2024
Q3 		$321K Sell
11,303
-634
-5% -$17K 0.01% 111
2024
Q2 		$317K Buy
11,937
+819
+7% +$21.5K 0.02% 113
2024
Q1 		$253K Buy
11,118
+845
+8% +$18.1K 0.02% 126
2023
Q4 		$224K Sell
10,273
-1,214
-11% -$25.8K 0.02% 122
2023
Q3 		$234K Buy
11,487
+12
+0.1% +$259 0.02% 113
2023
Q2 		$240K Buy
11,475
+1,542
+16% +$34.3K 0.03% 108
2023
Q1 		$220K Buy
+9,933
New +$206K 0.04% 93

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advance Capital Management's SLV Position: Q2 2026 in Review

Advance Capital Management increased its iShares Silver Trust (SLV) stake by 23% in Q2 2026, buying an estimated $199K and bringing the position to 15,968 shares worth $854K. The position accounts for 0.03% of the portfolio, ranked #85.

Advance Capital Management first reported a position in SLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $883K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Advance Capital Management held 15,968 shares of iShares Silver Trust worth $854K as of Q2 2026.
  • Advance Capital Management bought 3,008 iShares Silver Trust shares in Q2 2026, an estimated $199K.
  • iShares Silver Trust made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #85 holding.
  • Advance Capital Management first reported a position in iShares Silver Trust in Q1 2023 and has held it in 14 quarters since.
  • Advance Capital Management's iShares Silver Trust position peaked at $883K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.