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 Q3	$366K	Hold	6,720	–	–	0.06%	95
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 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

Blue Zone Wealth Advisors's SLV Position: Q3 2026 in Review

Blue Zone Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q3 2026 at 6,720 shares worth $366K. 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 7 quarters since. The position peaked at $458K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Blue Zone Wealth Advisors held 6,720 shares of iShares Silver Trust worth $366K as of Q3 2026.
Blue Zone Wealth Advisors left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up 0.06% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #95 holding.
Blue Zone Wealth Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 7 quarters since.
Blue Zone Wealth Advisors's iShares Silver Trust position peaked at $458K in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.