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 Q2	–	Sell	-500	Closed	-$34.1K	–	761
2026 Q1	$34.1K	Buy	+500	New	+$38K	﹤0.01%	671
2024 Q3	–	Sell	-97,000	Closed	-$2.58M	–	527
2024 Q2	$2.58M	Buy	+97,000	New	+$2.55M	0.11%	103

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

Avidian Wealth Enterprises's SLV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Silver Trust (SLV) stake by 53% in Q2 2026, buying an estimated $387K and bringing the position to 16,908 shares worth $904K. The position accounts for 0.03% of the portfolio, ranked #343.

Avidian Wealth Enterprises first reported a position in SLV in Q3 2021 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Avidian Wealth Enterprises held 16,908 shares of iShares Silver Trust worth $904K as of Q2 2026.
Avidian Wealth Enterprises bought 5,832 iShares Silver Trust shares in Q2 2026, an estimated $387K.
iShares Silver Trust made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #343 holding.
Avidian Wealth Enterprises first reported a position in iShares Silver Trust in Q3 2021 and has held it in 6 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.