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

Alta 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	$458K	Sell	8,565 -242	-3%	-$16K	0.12%	116
2026 Q1	$600K	Buy	8,807 +307	+4%	+$23.3K	0.19%	94
2025 Q4	$548K	Buy	8,500 +318	+4%	+$15.9K	0.18%	100
2025 Q3	$347K	Hold	8,182	–	–	0.12%	112
2025 Q2	$268K	Hold	8,182	–	–	0.13%	99
2025 Q1	$254K	Hold	8,182	–	–	0.12%	120
2024 Q4	$215K	Buy	8,182 +360	+5%	+$10.3K	0.09%	125
2024 Q3	$222K	Hold	7,822	–	–	0.1%	124
2024 Q2	$208K	Buy	+7,822	New	+$206K	0.1%	118

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

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

Alta Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 2.7% in Q2 2026, selling an estimated $16K and leaving 8,565 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #116.

Alta Wealth Advisors first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $600K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Alta Wealth Advisors held 8,565 shares of iShares Silver Trust worth $458K as of Q2 2026.
Alta Wealth Advisors sold 242 iShares Silver Trust shares in Q2 2026, an estimated $16K.
iShares Silver Trust made up 0.12% of Alta Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Alta Wealth Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Alta Wealth Advisors's iShares Silver Trust position peaked at $600K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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