Centerpoint Advisors’s iShares Silver Trust SLV Stock Holding History

Centerpoint 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	$366K	Hold	6,850	–	–	0.1%	68
2026 Q1	$467K	Hold	6,850	–	–	0.15%	52
2025 Q4	$441K	Hold	6,850	–	–	0.14%	58
2025 Q3	$290K	Hold	6,850	–	–	0.09%	74
2025 Q2	$225K	Hold	6,850	–	–	0.08%	81
2025 Q1	$212K	Hold	6,850	–	–	0.08%	82
2024 Q4	$180K	Buy	6,850 +1,850	+37%	+$52.9K	0.06%	96
2024 Q3	$142K	Hold	5,000	–	–	0.05%	102
2024 Q2	$133K	Hold	5,000	–	–	0.05%	103
2024 Q1	$114K	Hold	5,000	–	–	0.04%	113
2023 Q4	$109K	Buy	5,000 +1,500	+43%	+$31.9K	0.04%	108
2023 Q3	$71K	Hold	3,500	–	–	0.03%	139
2023 Q2	$73K	Buy	3,500 +1,000	+40%	+$22.2K	0.03%	142
2023 Q1	$55K	Buy	+2,500	New	+$51.8K	0.02%	151

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

Centerpoint Advisors's SLV Position: Q2 2026 in Review

Centerpoint Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,850 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #68.

Centerpoint Advisors first reported a position in SLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $467K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Centerpoint Advisors held 6,850 shares of iShares Silver Trust worth $366K as of Q2 2026.
Centerpoint Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.1% of Centerpoint Advisors's portfolio in Q2 2026, its #68 holding.
Centerpoint Advisors first reported a position in iShares Silver Trust in Q1 2023 and has held it in 14 quarters since.
Centerpoint Advisors's iShares Silver Trust position peaked at $467K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.