Apriem Advisors’s iShares Silver Trust SLV Stock Holding History

Apriem 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	–	Sell	-10,349	Closed	-$705K	–	196
2026 Q1	$705K	Buy	+10,349	New	+$786K	0.07%	103
2016 Q3	–	Sell	-4,000	Closed	-$71K	–	641
2016 Q2	$71K	Buy	4,000 +3,700	+1,233%	+$59.2K	0.02%	192
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	469
2015 Q4	$4K	Hold	300	–	–	﹤0.01%	458
2015 Q3	$4K	Hold	300	–	–	﹤0.01%	435
2015 Q2	$5K	Hold	300	–	–	﹤0.01%	493
2015 Q1	$5K	Hold	300	–	–	﹤0.01%	477
2014 Q4	$5K	Hold	300	–	–	﹤0.01%	434
2014 Q3	$5K	Hold	300	–	–	﹤0.01%	442
2014 Q2	$6K	Hold	300	–	–	﹤0.01%	379
2014 Q1	$6K	Hold	300	–	–	﹤0.01%	399
2013 Q4	$6K	Sell	300 -194	-39%	-$3.89K	﹤0.01%	404
2013 Q3	$10K	Buy	494 +194	+65%	+$4.01K	﹤0.01%	354
2013 Q2	$6K	Buy	+300	New	+$6.72K	﹤0.01%	367

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

Apriem Advisors's SLV Position: Q2 2026 in Review

Apriem Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 10,349 shares — an estimated $705K sold.

Apriem Advisors first reported a position in SLV in Q2 2013 and held it in 14 quarters. The position peaked at $705K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Apriem Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Apriem Advisors sold 10,349 iShares Silver Trust shares in Q2 2026, an estimated $705K.
Apriem Advisors first reported a position in iShares Silver Trust in Q2 2013 and held it in 14 quarters.
Apriem Advisors's iShares Silver Trust position peaked at $705K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.