CFA
SLV icon

Churchill Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Churchill Financial 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 		$440K Buy
8,231
+164
+2% +$10.9K 0.08% 102
2026
Q1 		$550K Buy
8,067
+2,684
+50% +$204K 0.12% 87
2025
Q4 		$347K Buy
+5,383
New +$269K 0.11% 103

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Churchill Financial Advisors's SLV Position: Q2 2026 in Review

Churchill Financial Advisors increased its iShares Silver Trust (SLV) stake by 2% in Q2 2026, buying an estimated $10.9K and bringing the position to 8,231 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #102.

Churchill Financial Advisors first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Churchill Financial Advisors held 8,231 shares of iShares Silver Trust worth $440K as of Q2 2026.
  • Churchill Financial Advisors bought 164 iShares Silver Trust shares in Q2 2026, an estimated $10.9K.
  • iShares Silver Trust made up 0.08% of Churchill Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Churchill Financial Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's iShares Silver Trust position peaked at $550K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.