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Beacon Pointe Advisors’s iShares Silver Trust SLV Stock Holding History

Beacon Pointe Advisors’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 		$12.6M Buy
236,215
+16,765
+8% +$1.11M 0.06% 287
2026
Q1 		$15M Buy
219,450
+23,148
+12% +$1.76M 0.08% 227
2025
Q4 		$12.6M Buy
196,302
+10,534
+6% +$527K 0.09% 207
2025
Q3 		$7.87M Buy
185,768
+14,639
+9% +$526K 0.07% 273
2025
Q2 		$5.61M Buy
171,129
+7,078
+4% +$216K 0.06% 288
2025
Q1 		$5.08M Sell
164,051
-2,874
-2% -$83.5K 0.06% 294
2024
Q4 		$4.4M Buy
166,925
+6,350
+4% +$181K 0.05% 311
2024
Q3 		$4.56M Sell
160,575
-16,789
-9% -$451K 0.05% 312
2024
Q2 		$4.71M Buy
177,364
+2,200
+1% +$57.9K 0.06% 295
2024
Q1 		$3.98M Sell
175,164
-8,893
-5% -$190K 0.04% 348
2023
Q4 		$4.01M Sell
184,057
-12,124
-6% -$258K 0.05% 334
2023
Q3 		$3.99M Buy
196,181
+130,553
+199% +$2.82M 0.05% 321
2023
Q2 		$1.37M Buy
65,628
+13,500
+26% +$300K 0.02% 449
2023
Q1 		$1.15M Buy
52,128
+6,132
+13% +$127K 0.02% 506
2022
Q4 		$1.01M Buy
45,996
+1,879
+4% +$36.8K 0.02% 498
2022
Q3 		$775K Sell
44,117
-3,516
-7% -$62.3K 0.02% 523
2022
Q2 		$888K Buy
47,633
+270
+0.6% +$5.63K 0.02% 497
2022
Q1 		$1.08M Buy
47,363
+25,108
+113% +$558K 0.01% 595
2021
Q4 		$479K Buy
22,255
+4,006
+22% +$86.5K 0.01% 586
2021
Q3 		$374K Buy
18,249
+4,575
+33% +$103K 0.01% 623
2021
Q2 		$331K Buy
13,674
+1,885
+16% +$46.7K 0.01% 633
2021
Q1 		$268K Buy
+11,789
New +$287K 0.02% 415

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Pointe Advisors's SLV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Silver Trust (SLV) stake by 7.6% in Q2 2026, buying an estimated $1.11M and bringing the position to 236,215 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #287.

Beacon Pointe Advisors first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $15M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Beacon Pointe Advisors held 236,215 shares of iShares Silver Trust worth $12.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 16,765 iShares Silver Trust shares in Q2 2026, an estimated $1.11M.
  • iShares Silver Trust made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #287 holding.
  • Beacon Pointe Advisors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's iShares Silver Trust position peaked at $15M in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.