Advocate Investing Services’s iShares Silver Trust SLV Stock Holding History

Advocate Investing Services’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	$294K	Hold	5,500	–	–	0.23%	87
2026 Q1	$375K	Sell	5,500 -15,200	-73%	-$1.15M	0.32%	71
2025 Q4	$1.33M	Buy	+20,700	New	+$1.04M	1.19%	21

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

Advocate Investing Services's SLV Position: Q2 2026 in Review

Advocate Investing Services held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,500 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #87.

Advocate Investing Services first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Advocate Investing Services held 5,500 shares of iShares Silver Trust worth $294K as of Q2 2026.
Advocate Investing Services left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.23% of Advocate Investing Services's portfolio in Q2 2026, its #87 holding.
Advocate Investing Services first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
Advocate Investing Services's iShares Silver Trust position peaked at $1.33M in Q4 2025.
1,412 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.