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Atria Investments’s iShares Silver Trust SLV Stock Holding History

Atria Investments’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
Q1 		$4.44M Buy
65,219
+33,986
+109% +$2.58M 0.05% 408
2025
Q4 		$2.01M Buy
31,233
+20,692
+196% +$1.04M 0.02% 718
2025
Q3 		$447K Buy
+10,541
New +$379K 0.01% 1483
2024
Q4 		– Sell
-52,995
Closed -$1.51M – 1974
2024
Q3 		$1.51M Buy
52,995
+28,312
+115% +$761K 0.02% 774
2024
Q2 		$656K Buy
+24,683
New +$649K 0.01% 1168
2023
Q4 		– Sell
-62,110
Closed -$1.26M – 937
2023
Q3 		$1.26M Sell
62,110
-33,385
-35% -$721K 0.02% 749
2023
Q2 		$1.99M Buy
95,495
+50,242
+111% +$1.12M 0.04% 557
2023
Q1 		$1M Buy
+45,253
New +$937K 0.02% 810
2021
Q1 		– Sell
-42,093
Closed -$1.03M – 747
2020
Q4 		$1.03M Sell
42,093
-23,759
-36% -$540K 0.03% 660
2020
Q3 		$1.43M Buy
+65,852
New +$1.5M 0.04% 449
2018
Q4 		– Sell
-10,398
Closed -$143K – 995
2018
Q3 		$143K Buy
+10,398
New +$147K 0.01% 954
2017
Q4 		– Sell
-23,799
Closed -$375K – 876
2017
Q3 		$375K Sell
23,799
-4,049
-15% -$64.5K 0.02% 527
2017
Q2 		$437K Buy
27,848
+427
+2% +$6.95K 0.03% 461
2017
Q1 		$473K Buy
27,421
+10,929
+66% +$181K 0.03% 406
2016
Q4 		$249K Sell
16,492
-1,155
-7% -$18.8K 0.02% 537
2016
Q3 		$321K Buy
17,647
+5,157
+41% +$96K 0.03% 395
2016
Q2 		$234K Sell
12,490
-711
-5% -$11.4K 0.03% 410
2016
Q1 		$194K Buy
+13,201
New +$187K 0.02% 419
2015
Q3 		– Sell
-24,730
Closed -$372K – 402
2015
Q2 		$372K Buy
+24,730
New +$388K 0.04% 288

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's SLV Position: Q1 2026 in Review

Atria Investments increased its iShares Silver Trust (SLV) stake by 109% in Q1 2026, buying an estimated $2.58M and bringing the position to 65,219 shares worth $4.44M. The position accounts for 0.05% of the portfolio, ranked #408.

Atria Investments first reported a position in SLV in Q2 2015 and has held it in 19 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Atria Investments held 65,219 shares of iShares Silver Trust worth $4.44M as of Q1 2026.
  • Atria Investments bought 33,986 iShares Silver Trust shares in Q1 2026, an estimated $2.58M.
  • iShares Silver Trust made up 0.05% of Atria Investments's portfolio in Q1 2026, its #408 holding.
  • Atria Investments first reported a position in iShares Silver Trust in Q2 2015 and has held it in 19 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.