American Institute for Advanced Investment Management’s iShares Silver Trust SLV Stock Holding History

American Institute for Advanced Investment 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	$691K	Sell	12,914 -190	-1%	-$12.6K	0.4%	73
2026 Q1	$893K	Buy	13,104 +3,100	+31%	+$236K	0.58%	52
2025 Q4	$644K	Buy	10,004 +1,000	+11%	+$50.1K	0.41%	67
2025 Q3	$382K	Sell	9,004 -325	-3%	-$11.7K	0.25%	95
2025 Q2	$306K	Buy	9,329 +825	+10%	+$25.2K	0.22%	110
2025 Q1	$264K	Buy	+8,504	New	+$247K	0.2%	115
2024 Q4	–	Sell	-7,504	Closed	-$213K	–	142
2024 Q3	$213K	Buy	+7,504	New	+$202K	0.15%	131

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

American Institute for Advanced Investment Management's SLV Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares Silver Trust (SLV) stake by 1.4% in Q2 2026, selling an estimated $12.6K and leaving 12,914 shares worth $691K. The position accounts for 0.4% of the portfolio, ranked #73.

American Institute for Advanced Investment Management first reported a position in SLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $893K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

American Institute for Advanced Investment Management held 12,914 shares of iShares Silver Trust worth $691K as of Q2 2026.
American Institute for Advanced Investment Management sold 190 iShares Silver Trust shares in Q2 2026, an estimated $12.6K.
iShares Silver Trust made up 0.4% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #73 holding.
American Institute for Advanced Investment Management first reported a position in iShares Silver Trust in Q3 2024 and has held it in 7 quarters since.
American Institute for Advanced Investment Management's iShares Silver Trust position peaked at $893K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.