Atria Wealth Solutions’s iShares Silver Trust SLV Stock Holding History

Atria Wealth Solutions’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 Q2	$2.89M	Sell	88,111 -223,244	-72%	-$6.83M	0.07%	328
2025 Q1	$9.65M	Buy	311,355 +42,858	+16%	+$1.25M	0.12%	187
2024 Q4	$7.07M	Sell	268,497 -113,543	-30%	-$3.24M	0.08%	266
2024 Q3	$10.9M	Sell	382,040 -17,740	-4%	-$477K	0.12%	181
2024 Q2	$10.6M	Buy	399,780 +13,085	+3%	+$344K	0.12%	180
2024 Q1	$8.8M	Sell	386,695 -6,098	-2%	-$130K	0.1%	217
2023 Q4	$8.56M	Sell	392,793 -7,756	-2%	-$165K	0.11%	192
2023 Q3	$8.15M	Buy	400,549 +33,743	+9%	+$729K	0.11%	186
2023 Q2	$7.66M	Sell	366,806 -70,571	-16%	-$1.57M	0.1%	190
2023 Q1	$9.67M	Buy	437,377 +57,628	+15%	+$1.19M	0.14%	150
2022 Q4	$8.36M	Sell	379,749 -12,385	-3%	-$243K	0.13%	168
2022 Q3	$6.86M	Sell	392,134 -967	-0.2%	-$17.1K	0.12%	178
2022 Q2	$7.33M	Buy	393,101 +105,569	+37%	+$2.2M	0.14%	158
2022 Q1	$6.58M	Buy	+287,532	New	+$6.39M	0.11%	200

Other funds holding SLV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's SLV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Silver Trust (SLV) stake by 72% in Q2 2025, selling an estimated $6.83M and leaving 88,111 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #328.

Atria Wealth Solutions first reported a position in SLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Atria Wealth Solutions held 88,111 shares of iShares Silver Trust worth $2.89M as of Q2 2025.
Atria Wealth Solutions sold 223,244 iShares Silver Trust shares in Q2 2025, an estimated $6.83M.
iShares Silver Trust made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #328 holding.
Atria Wealth Solutions first reported a position in iShares Silver Trust in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Silver Trust position peaked at $10.9M in Q3 2024.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.