Aventura Private Wealth’s iShares Silver Trust SLV Stock Holding History

Aventura Private Wealth’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	$478K	Buy	8,935 +28	+0.3%	+$1.86K	0.15%	98
2026 Q1	$607K	Buy	8,907 +2,229	+33%	+$169K	0.22%	79
2025 Q4	$430K	Buy	6,678 +1,253	+23%	+$62.7K	0.15%	102
2025 Q3	$230K	Buy	5,425 +2,390	+79%	+$85.8K	0.08%	148
2025 Q2	$99.6K	Buy	+3,035	New	+$92.8K	0.04%	207

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

Aventura Private Wealth's SLV Position: Q2 2026 in Review

Aventura Private Wealth increased its iShares Silver Trust (SLV) stake by 0.31% in Q2 2026, buying an estimated $1.86K and bringing the position to 8,935 shares worth $478K. The position accounts for 0.15% of the portfolio, ranked #98.

Aventura Private Wealth first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $607K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Aventura Private Wealth held 8,935 shares of iShares Silver Trust worth $478K as of Q2 2026.
Aventura Private Wealth bought 28 iShares Silver Trust shares in Q2 2026, an estimated $1.86K.
iShares Silver Trust made up 0.15% of Aventura Private Wealth's portfolio in Q2 2026, its #98 holding.
Aventura Private Wealth first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's iShares Silver Trust position peaked at $607K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.