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

Evolution 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 Q1	$359K	Buy	5,270 +720	+16%	+$54.7K	0.04%	124
2025 Q4	$293K	Buy	+4,550	New	+$228K	0.03%	136
2021 Q3	–	Sell	-1,000	Closed	-$24K	–	683
2021 Q2	$24K	Hold	1,000	–	–	﹤0.01%	287
2021 Q1	$23K	Buy	+1,000	New	+$24.3K	0.01%	274

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's SLV Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares Silver Trust (SLV) stake by 16% in Q1 2026, buying an estimated $54.7K and bringing the position to 5,270 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #124.

Evolution Wealth Advisors first reported a position in SLV in Q1 2021 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Evolution Wealth Advisors held 5,270 shares of iShares Silver Trust worth $359K as of Q1 2026.
Evolution Wealth Advisors bought 720 iShares Silver Trust shares in Q1 2026, an estimated $54.7K.
iShares Silver Trust made up 0.04% of Evolution Wealth Advisors's portfolio in Q1 2026, its #124 holding.
Evolution Wealth Advisors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 4 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.