Blue Zone Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Blue Zone Wealth 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	$359K	Hold	6,720	–	–	0.06%	95
2026 Q1	$458K	Hold	6,720	–	–	0.09%	84
2025 Q4	$433K	Hold	6,720	–	–	0.08%	99
2025 Q3	$285K	Hold	6,720	–	–	0.06%	111
2025 Q2	$220K	Hold	6,720	–	–	0.06%	101
2025 Q1	$208K	Buy	+6,720	New	+$195K	0.06%	100

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

Blue Zone Wealth Advisors's SLV Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,720 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #95.

Blue Zone Wealth Advisors first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Blue Zone Wealth Advisors held 6,720 shares of iShares Silver Trust worth $359K as of Q2 2026.
Blue Zone Wealth Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Blue Zone Wealth Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Blue Zone Wealth Advisors's iShares Silver Trust position peaked at $458K in Q1 2026.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.