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 Q2	$317K	Buy	5,925 +655	+12%	+$43.4K	0.04%	140
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 $1.89T 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

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

Evolution Wealth Advisors increased its iShares Silver Trust (SLV) stake by 12% in Q2 2026, buying an estimated $43.4K and bringing the position to 5,925 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #140.

Evolution Wealth Advisors first reported a position in SLV in Q1 2021 and has held it in 5 quarters since. The position peaked at $359K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Evolution Wealth Advisors held 5,925 shares of iShares Silver Trust worth $317K as of Q2 2026.
Evolution Wealth Advisors bought 655 iShares Silver Trust shares in Q2 2026, an estimated $43.4K.
iShares Silver Trust made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Evolution Wealth Advisors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 5 quarters since.
Evolution Wealth Advisors's iShares Silver Trust position peaked at $359K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.