Avantax Advisory Services’s iShares Silver Trust SLV Stock Holding History

Avantax Advisory Services’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	$4.28M	Buy	130,316 +31,633	+32%	+$968K	0.02%	499
2025 Q1	$3.06M	Buy	98,683 +10,491	+12%	+$305K	0.02%	569
2024 Q4	$2.32M	Buy	88,192 +7,321	+9%	+$209K	0.01%	649
2024 Q3	$2.3M	Sell	80,871 -4,593	-5%	-$123K	0.02%	634
2024 Q2	$2.27M	Buy	85,464 +9,461	+12%	+$249K	0.02%	611
2024 Q1	$1.73M	Buy	76,003 +743	+1%	+$15.9K	0.02%	575
2023 Q4	$1.64M	Sell	75,260 -6,578	-8%	-$140K	0.02%	565
2023 Q3	$1.66M	Sell	81,838 -12,795	-14%	-$276K	0.02%	517
2023 Q2	$1.98M	Sell	94,633 -45,346	-32%	-$1.01M	0.02%	454
2023 Q1	$3.1M	Buy	139,979 +2,731	+2%	+$56.6K	0.04%	342
2022 Q4	$3.02M	Buy	137,248 +59,519	+77%	+$1.17M	0.04%	333
2022 Q3	$1.36M	Sell	77,729 -1,340	-2%	-$23.7K	0.02%	472
2022 Q2	$1.47M	Buy	79,069 +4,095	+5%	+$85.4K	0.02%	449
2022 Q1	$1.72M	Buy	74,974 +16,710	+29%	+$371K	0.02%	412
2021 Q4	$1.25M	Sell	58,264 -5,225	-8%	-$113K	0.02%	461
2021 Q3	$1.3M	Buy	63,489 +925	+1%	+$20.8K	0.02%	418
2021 Q2	$1.51M	Sell	62,564 -11,303	-15%	-$280K	0.03%	390
2021 Q1	$1.68M	Buy	73,867 +34,833	+89%	+$848K	0.04%	323
2020 Q4	$961K	Sell	39,034 -94,490	-71%	-$2.15M	0.02%	396
2020 Q3	$2.9M	Buy	133,524 +79,901	+149%	+$1.82M	0.05%	288
2020 Q2	$912K	Buy	53,623 +2,863	+6%	+$43.8K	0.03%	363
2020 Q1	$662K	Sell	50,760 -597	-1%	-$9.38K	0.02%	375
2019 Q4	$859K	Buy	51,357 +2,451	+5%	+$39.7K	0.02%	364
2019 Q3	$781K	Sell	48,906 -324	-0.7%	-$5.15K	0.03%	254
2019 Q2	$705K	Buy	49,230 +723	+1%	+$10.1K	0.03%	242
2019 Q1	$688K	Buy	48,507 +2,677	+6%	+$39.1K	0.04%	231
2018 Q4	$663K	Buy	+45,830	New	+$626K	0.11%	178

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's SLV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Silver Trust (SLV) stake by 32% in Q2 2025, buying an estimated $968K and bringing the position to 130,316 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #499.

Avantax Advisory Services first reported a position in SLV in Q4 2018 and has held it in 27 quarters since. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Avantax Advisory Services held 130,316 shares of iShares Silver Trust worth $4.28M as of Q2 2025.
Avantax Advisory Services bought 31,633 iShares Silver Trust shares in Q2 2025, an estimated $968K.
iShares Silver Trust made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #499 holding.
Avantax Advisory Services first reported a position in iShares Silver Trust in Q4 2018 and has held it in 27 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.