Gladstone Institutional Advisory’s iShares Silver Trust SLV Stock Holding History

Gladstone Institutional Advisory’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	$979K	Sell	18,305 -2,194	-11%	-$145K	0.03%	420
2026 Q1	$1.4M	Sell	20,499 -2,206	-10%	-$168K	0.05%	316
2025 Q4	$1.46M	Buy	22,705 +6,650	+41%	+$333K	0.06%	296
2025 Q3	$680K	Buy	16,055 +2,561	+19%	+$92K	0.03%	444
2025 Q2	$443K	Sell	13,494 -431	-3%	-$13.2K	0.02%	527
2025 Q1	$432K	Sell	13,925 -1,714	-11%	-$49.8K	0.02%	500
2024 Q4	$412K	Sell	15,639 -42,287	-73%	-$1.21M	0.02%	515
2024 Q3	$1.65M	Buy	57,926 +45,100	+352%	+$1.21M	0.08%	254
2024 Q2	$341K	Buy	12,826 +80	+0.6%	+$2.1K	0.02%	513
2024 Q1	$290K	Sell	12,746 -2,022	-14%	-$43.2K	0.02%	536
2023 Q4	$322K	Buy	14,768 +821	+6%	+$17.5K	0.02%	508
2023 Q3	$284K	Sell	13,947 -451	-3%	-$9.75K	0.02%	507
2023 Q2	$301K	Sell	14,398 -370	-3%	-$8.23K	0.02%	521
2023 Q1	$327K	Sell	14,768 -200	-1%	-$4.14K	0.02%	499
2022 Q4	$330K	Buy	14,968 +1,099	+8%	+$21.5K	0.02%	481
2022 Q3	$243K	Sell	13,869 -1,217	-8%	-$21.6K	0.02%	542
2022 Q2	$281K	Sell	15,086 -19,936	-57%	-$416K	0.02%	519
2022 Q1	$801K	Buy	35,022 +24,403	+230%	+$542K	0.05%	341
2021 Q4	$228K	Sell	10,619 -10,170	-49%	-$220K	0.02%	535
2021 Q3	$427K	Sell	20,789 -1,805	-8%	-$40.6K	0.04%	365
2021 Q2	$547K	Buy	22,594 +5,531	+32%	+$137K	0.07%	284
2021 Q1	$387K	Buy	17,063 +7,168	+72%	+$175K	0.06%	276
2020 Q4	$243K	Sell	9,895 -922	-9%	-$21K	0.05%	264
2020 Q3	$234K	Buy	+10,817	New	+$246K	0.06%	235

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

Gladstone Institutional Advisory's SLV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Silver Trust (SLV) stake by 11% in Q2 2026, selling an estimated $145K and leaving 18,305 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #420.

Gladstone Institutional Advisory first reported a position in SLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.65M in Q3 2024. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Gladstone Institutional Advisory held 18,305 shares of iShares Silver Trust worth $979K as of Q2 2026.
Gladstone Institutional Advisory sold 2,194 iShares Silver Trust shares in Q2 2026, an estimated $145K.
iShares Silver Trust made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #420 holding.
Gladstone Institutional Advisory first reported a position in iShares Silver Trust in Q3 2020 and has held it in 24 quarters since.
Gladstone Institutional Advisory's iShares Silver Trust position peaked at $1.65M in Q3 2024.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.