Bridgewealth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Bridgewealth Advisory Group’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	$1.09M	Sell	20,306 -125	-0.6%	-$8.29K	0.2%	54
2026 Q1	$1.39M	Sell	20,431 -6,590	-24%	-$501K	0.29%	45
2025 Q4	$1.74M	Buy	27,021 +538	+2%	+$26.9K	0.38%	43
2025 Q3	$1.12M	Buy	26,483 +260	+1%	+$9.34K	0.26%	51
2025 Q2	$860K	Buy	+26,223	New	+$802K	0.22%	53
2025 Q1	–	Sell	-9,222	Closed	-$272K	–	100
2024 Q4	$272K	Buy	9,222 +1,220	+15%	+$34.9K	0.08%	86
2024 Q3	$227K	Hold	8,002	–	–	0.08%	78
2024 Q2	$213K	Buy	+8,002	New	+$210K	0.09%	65
2024 Q1	–	Sell	-11,838	Closed	-$258K	–	85
2023 Q4	$258K	Sell	11,838 -200	-2%	-$4.26K	0.2%	63
2023 Q3	$245K	Hold	12,038	–	–	0.3%	50
2023 Q2	$251K	Sell	12,038 -300	-2%	-$6.67K	0.41%	43
2023 Q1	$273K	Sell	12,338 -800	-6%	-$16.6K	0.5%	40
2022 Q4	$289K	Buy	+13,138	New	+$257K	0.57%	35

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

Bridgewealth Advisory Group's SLV Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its iShares Silver Trust (SLV) stake by 0.61% in Q2 2026, selling an estimated $8.29K and leaving 20,306 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #54.

Bridgewealth Advisory Group first reported a position in SLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.74M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bridgewealth Advisory Group held 20,306 shares of iShares Silver Trust worth $1.09M as of Q2 2026.
Bridgewealth Advisory Group sold 125 iShares Silver Trust shares in Q2 2026, an estimated $8.29K.
iShares Silver Trust made up 0.2% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #54 holding.
Bridgewealth Advisory Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's iShares Silver Trust position peaked at $1.74M in Q4 2025.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.