Aprio Wealth Management’s iShares Silver Trust SLV Stock Holding History

Aprio Wealth 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	$957K	Buy	17,889 +150	+0.8%	+$9.95K	0.05%	244
2026 Q1	$1.21M	Buy	17,739 +785	+5%	+$59.6K	0.07%	174
2025 Q4	$1.09M	Buy	16,954 +2,007	+13%	+$100K	0.06%	183
2025 Q3	$633K	Hold	14,947	–	–	0.06%	181
2025 Q2	$490K	Hold	14,947	–	–	0.06%	188
2025 Q1	$463K	Hold	14,947	–	–	0.06%	189
2024 Q4	$394K	Hold	14,947	–	–	0.06%	164
2024 Q3	$425K	Hold	14,947	–	–	0.07%	138
2024 Q2	$397K	Hold	14,947	–	–	0.07%	126
2024 Q1	$340K	Buy	+14,947	New	+$319K	0.07%	133

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

Aprio Wealth Management's SLV Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares Silver Trust (SLV) stake by 0.85% in Q2 2026, buying an estimated $9.95K and bringing the position to 17,889 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #244.

Aprio Wealth Management first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Aprio Wealth Management held 17,889 shares of iShares Silver Trust worth $957K as of Q2 2026.
Aprio Wealth Management bought 150 iShares Silver Trust shares in Q2 2026, an estimated $9.95K.
iShares Silver Trust made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #244 holding.
Aprio Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's iShares Silver Trust position peaked at $1.21M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.