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

Arkadios 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 		$2.73M Sell
51,029
-34,413
-40% -$2.28M 0.04% 426
2026
Q1 		$5.82M Sell
85,442
-63,617
-43% -$4.83M 0.1% 238
2025
Q4 		$9.6M Sell
149,059
-22,616
-13% -$1.13M 0.19% 120
2025
Q3 		$7.27M Sell
171,675
-100,443
-37% -$3.61M 0.17% 134
2025
Q2 		$8.93M Buy
272,118
+76,828
+39% +$2.35M 0.26% 73
2025
Q1 		$6.05M Buy
195,290
+9,707
+5% +$282K 0.23% 97
2024
Q4 		$4.89M Sell
185,583
-10,726
-5% -$306K 0.27% 80
2024
Q3 		$5.58M Sell
196,309
-96,941
-33% -$2.6M 0.32% 62
2024
Q2 		$7.79M Buy
293,250
+9,166
+3% +$241K 0.53% 35
2024
Q1 		$6.46M Buy
284,084
+27,729
+11% +$592K 0.5% 41
2023
Q4 		$5.58M Buy
256,355
+11,386
+5% +$242K 0.47% 43
2023
Q3 		$4.98M Buy
244,969
+202,314
+474% +$4.37M 0.47% 46
2023
Q2 		$891K Buy
42,655
+2,368
+6% +$52.6K 0.1% 202
2023
Q1 		$891K Sell
40,287
-894
-2% -$18.5K 0.11% 206
2022
Q4 		$907K Buy
41,181
+3,958
+11% +$77.5K 0.12% 184
2022
Q3 		$651K Buy
37,223
+10,200
+38% +$181K 0.1% 222
2022
Q2 		$504K Sell
27,023
-2,691
-9% -$56.1K 0.08% 279
2022
Q1 		$680K Buy
29,714
+10,330
+53% +$230K 0.09% 249
2021
Q4 		$417K Sell
19,384
-1,274
-6% -$27.5K 0.06% 368
2021
Q3 		$423K Sell
20,658
-5,535
-21% -$124K 0.06% 330
2021
Q2 		$634K Sell
26,193
-3,496
-12% -$86.6K 0.08% 282
2021
Q1 		$673K Buy
29,689
+6,443
+28% +$157K 0.11% 211
2020
Q4 		$571K Buy
23,246
+14,070
+153% +$320K 0.12% 183
2020
Q3 		$206K Buy
9,176
+1,000
+12% +$22.7K 0.1% 172
2020
Q2 		$147K Buy
8,176
+1,491
+22% +$22.8K 0.08% 202
2020
Q1 		$87.2K Sell
6,685
-2,075
-24% -$32.6K 0.06% 253
2019
Q4 		$144K Buy
+8,760
New +$142K 0.09% 189

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 40% in Q2 2026, selling an estimated $2.28M and leaving 51,029 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #426.

Arkadios Wealth Advisors first reported a position in SLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.6M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Arkadios Wealth Advisors held 51,029 shares of iShares Silver Trust worth $2.73M as of Q2 2026.
  • Arkadios Wealth Advisors sold 34,413 iShares Silver Trust shares in Q2 2026, an estimated $2.28M.
  • iShares Silver Trust made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #426 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Silver Trust in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares Silver Trust position peaked at $9.6M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.