Advanced Asset Management Advisors’s iShares Silver Trust SLV Stock Holding History

Advanced Asset Management 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	$226K	Buy	4,219 +222	+6%	+$14.7K	0.06%	55
2026 Q1	$272K	Sell	3,997 -242	-6%	-$18.4K	0.08%	51
2025 Q4	$273K	Buy	+4,239	New	+$212K	0.07%	53
2023 Q1	–	Sell	-2,261	Closed	-$49.8K	–	213
2022 Q4	$49.8K	Buy	+2,261	New	+$44.3K	0.01%	101

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

Advanced Asset Management Advisors's SLV Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its iShares Silver Trust (SLV) stake by 5.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,219 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #55.

Advanced Asset Management Advisors first reported a position in SLV in Q4 2022 and has held it in 4 quarters since. The position peaked at $273K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Advanced Asset Management Advisors held 4,219 shares of iShares Silver Trust worth $226K as of Q2 2026.
Advanced Asset Management Advisors bought 222 iShares Silver Trust shares in Q2 2026, an estimated $14.7K.
iShares Silver Trust made up 0.06% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #55 holding.
Advanced Asset Management Advisors first reported a position in iShares Silver Trust in Q4 2022 and has held it in 4 quarters since.
Advanced Asset Management Advisors's iShares Silver Trust position peaked at $273K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.