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 Q2	$2.66M	Sell	49,690 -15,529	-24%	-$1.03M	0.03%	627
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 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

Atria Investments's SLV Position: Q2 2026 in Review

Atria Investments reduced its iShares Silver Trust (SLV) stake by 24% in Q2 2026, selling an estimated $1.03M and leaving 49,690 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #627.

Atria Investments first reported a position in SLV in Q2 2015 and has held it in 20 quarters since. The position peaked at $4.44M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Atria Investments held 49,690 shares of iShares Silver Trust worth $2.66M as of Q2 2026.
Atria Investments sold 15,529 iShares Silver Trust shares in Q2 2026, an estimated $1.03M.
iShares Silver Trust made up 0.03% of Atria Investments's portfolio in Q2 2026, its #627 holding.
Atria Investments first reported a position in iShares Silver Trust in Q2 2015 and has held it in 20 quarters since.
Atria Investments's iShares Silver Trust position peaked at $4.44M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.