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
2025 Q4	–	Sell	-25,000	Closed	-$1.06M	–	1642
2025 Q3	$1.06M	Hold	25,000	–	–	0.03%	616
2025 Q2	$820K	Buy	+25,000	New	+$765K	0.02%	644

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

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. 1,416 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.
1,416 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.