Avidian Wealth Enterprises’s iShares Silver Trust SLV Stock Holding History

Avidian Wealth Enterprises’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 Q3	$1.59M	Buy	29,124 +12,216	+72%	+$692K	0.04%	251
2026 Q2	$904K	Buy	16,908 +5,832	+53%	+$387K	0.03%	343
2026 Q1	$755K	Buy	11,076 +252	+2%	+$19.1K	0.02%	347
2025 Q4	$697K	Buy	10,824 +1,296	+14%	+$64.9K	0.03%	295
2025 Q3	$404K	Buy	+9,528	New	+$342K	0.02%	410
2024 Q4	–	Sell	-7,079	Closed	-$201K	–	536
2024 Q3	$201K	Buy	+7,079	New	+$190K	0.01%	481
2021 Q4	–	Sell	-21,213	Closed	-$435K	–	562
2021 Q3	$435K	Buy	+21,213	New	+$477K	0.03%	237

Other funds holding SLV

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Avidian Wealth Enterprises's SLV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Silver Trust (SLV) stake by 72% in Q3 2026, buying an estimated $692K and bringing the position to 29,124 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #251.

Avidian Wealth Enterprises first reported a position in SLV in Q3 2021 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Avidian Wealth Enterprises held 29,124 shares of iShares Silver Trust worth $1.59M as of Q3 2026.
Avidian Wealth Enterprises bought 12,216 iShares Silver Trust shares in Q3 2026, an estimated $692K.
iShares Silver Trust made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #251 holding.
Avidian Wealth Enterprises first reported a position in iShares Silver Trust in Q3 2021 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.