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Advantage Trust Company’s iShares Silver Trust SLV Stock Holding History

Advantage Trust Company’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 		$70.3K Buy
1,315
+100
+8% +$6.63K 0.02% 99
2026
Q1 		$82.8K Hold
1,215
– – 0.04% 64
2025
Q4 		$78.3K Sell
1,215
-100
-8% -$5.01K 0.04% 67
2025
Q3 		$55.7K Sell
1,315
-1,000
-43% -$35.9K 0.03% 105
2025
Q2 		$76K Buy
2,315
+100
+5% +$3.06K 0.04% 106
2025
Q1 		$68.6K Hold
2,215
– – 0.04% 85
2024
Q4 		$58.3K Sell
2,215
-1,380
-38% -$39.4K 0.03% 90
2024
Q3 		$102K Hold
3,595
– – 0.07% 67
2024
Q2 		$95.5K Hold
3,595
– – 0.07% 73
2024
Q1 		$81.8K Hold
3,595
– – 0.06% 84
2023
Q4 		$78.3K Buy
+3,595
New +$76.5K 0.06% 84

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Advantage Trust Company's SLV Position: Q2 2026 in Review

Advantage Trust Company increased its iShares Silver Trust (SLV) stake by 8.2% in Q2 2026, buying an estimated $6.63K and bringing the position to 1,315 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #99.

Advantage Trust Company first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $102K in Q3 2024. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Advantage Trust Company held 1,315 shares of iShares Silver Trust worth $70.3K as of Q2 2026.
  • Advantage Trust Company bought 100 iShares Silver Trust shares in Q2 2026, an estimated $6.63K.
  • iShares Silver Trust made up 0.02% of Advantage Trust Company's portfolio in Q2 2026, its #99 holding.
  • Advantage Trust Company first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
  • Advantage Trust Company's iShares Silver Trust position peaked at $102K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.