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EP Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

EP 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 		$5.53M Buy
103,496
+5,290
+5% +$351K 0.02% 366
2026
Q1 		$6.69M Buy
98,206
+4,047
+4% +$307K 0.03% 261
2025
Q4 		$6.07M Buy
+94,159
New +$4.71M 0.03% 250
2025
Q2 		$3.02M Buy
91,992
+8,532
+10% +$261K 0.02% 341
2025
Q1 		$2.59M Buy
83,460
+1,670
+2% +$48.5K 0.02% 321
2024
Q4 		$2.15M Buy
81,790
+575
+0.7% +$16.4K 0.02% 344
2024
Q3 		$2.31M Buy
81,215
+2,986
+4% +$80.2K 0.02% 331
2024
Q2 		$2.08M Hold
78,229
– – 0.02% 275
2024
Q1 		$1.78M Sell
78,229
-5,846
-7% -$125K 0.02% 287
2023
Q4 		$1.83M Buy
84,075
+5
+0% +$106 0.02% 276
2023
Q3 		$1.71M Buy
84,070
+62,304
+286% +$1.35M 0.03% 254
2023
Q2 		$1.76M Buy
+21,766
New +$484K 0.03% 260
2023
Q1 		– Sell
-9,224
Closed -$203K – 697
2022
Q4 		$203K Buy
+9,224
New +$181K ﹤0.01% 549
2021
Q4 		– Sell
-10,909
Closed -$224K – 563
2021
Q3 		$224K Sell
10,909
-1,268
-10% -$28.5K 0.01% 495
2021
Q2 		$295K Sell
12,177
-3,741
-24% -$92.6K 0.01% 449
2021
Q1 		$361K Hold
15,918
– – 0.01% 374
2020
Q4 		$391K Sell
15,918
-5
-0% -$114 0.01% 305
2020
Q3 		$345K Buy
+15,923
New +$362K 0.01% 275

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

EP Wealth Advisors's SLV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Silver Trust (SLV) stake by 5.4% in Q2 2026, buying an estimated $351K and bringing the position to 103,496 shares worth $5.53M. The position accounts for 0.02% of the portfolio, ranked #366.

EP Wealth Advisors first reported a position in SLV in Q3 2020 and has held it in 18 quarters since. The position peaked at $6.69M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • EP Wealth Advisors held 103,496 shares of iShares Silver Trust worth $5.53M as of Q2 2026.
  • EP Wealth Advisors bought 5,290 iShares Silver Trust shares in Q2 2026, an estimated $351K.
  • iShares Silver Trust made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • EP Wealth Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 18 quarters since.
  • EP Wealth Advisors's iShares Silver Trust position peaked at $6.69M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.