Bell Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Bell Investment 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	$249K	Hold	4,663	–	–	0.04%	124
2026 Q1	$318K	Sell	4,663 -12	-0.3%	-$912	0.05%	100
2025 Q4	$301K	Hold	4,675	–	–	0.05%	100
2025 Q3	$198K	Buy	4,675 +291	+7%	+$10.4K	0.03%	118
2025 Q2	$144K	Hold	4,384	–	–	0.02%	135
2025 Q1	$136K	Hold	4,384	–	–	0.03%	125
2024 Q4	$115K	Hold	4,384	–	–	0.02%	135
2024 Q3	$125K	Hold	4,384	–	–	0.02%	128
2024 Q2	$116K	Hold	4,384	–	–	0.02%	132
2024 Q1	$99.7K	Hold	4,384	–	–	0.02%	135
2023 Q4	$95.5K	Hold	4,384	–	–	0.02%	135
2023 Q3	$89.2K	Buy	+4,384	New	+$94.7K	0.02%	132

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

Bell Investment Advisors's SLV Position: Q2 2026 in Review

Bell Investment Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,663 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #124.

Bell Investment Advisors first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $318K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bell Investment Advisors held 4,663 shares of iShares Silver Trust worth $249K as of Q2 2026.
Bell Investment Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.04% of Bell Investment Advisors's portfolio in Q2 2026, its #124 holding.
Bell Investment Advisors first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
Bell Investment Advisors's iShares Silver Trust position peaked at $318K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.