AWS
SLV icon

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 		– Sell
-28,500
Closed -$883K – 1855
2025
Q1 		$883K Buy
28,500
+3,500
+14% +$102K 0.01% 936
2024
Q4 		$658K Sell
25,000
-1,000
-4% -$28.6K 0.01% 1114
2024
Q3 		$739K Buy
+26,000
New +$699K 0.01% 1046

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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.