GVAG
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Great Valley Advisor Group’s iShares Silver Trust SLV Stock Holding History

Great Valley Advisor Group’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 		$23.4M Buy
437,989
+58,272
+15% +$3.86M 0.37% 71
2026
Q1 		$25.9M Sell
379,717
-83,589
-18% -$6.35M 0.47% 56
2025
Q4 		$29.8M Sell
463,306
-56,990
-11% -$2.85M 0.57% 47
2025
Q3 		$22M Sell
520,296
-6,674
-1% -$240K 0.44% 60
2025
Q2 		$17.3M Buy
526,970
+484,247
+1,133% +$14.8M 0.38% 68
2025
Q1 		$1.32M Buy
42,723
+47
+0.1% +$1.37K 0.03% 389
2024
Q4 		$1.12M Buy
42,676
+10,835
+34% +$310K 0.03% 422
2024
Q3 		$904K Buy
31,841
+6,821
+27% +$183K 0.02% 445
2024
Q2 		$665K Buy
25,020
+3,110
+14% +$81.8K 0.02% 464
2024
Q1 		$498K Buy
21,910
+180
+0.8% +$3.85K 0.02% 494
2023
Q4 		$473K Hold
21,730
– – 0.02% 473
2023
Q3 		$442K Buy
21,730
+235
+1% +$5.08K 0.02% 466
2023
Q2 		$449K Sell
21,495
-7,118
-25% -$158K 0.02% 466
2023
Q1 		$633K Buy
28,613
+1,320
+5% +$27.3K 0.03% 390
2022
Q4 		$601K Buy
27,293
+170
+0.6% +$3.33K 0.03% 407
2022
Q3 		$475K Buy
27,123
+5,365
+25% +$95.1K 0.03% 430
2022
Q2 		$406K Buy
21,758
+396
+2% +$8.26K 0.02% 480
2022
Q1 		$489K Sell
21,362
-16,896
-44% -$376K 0.03% 392
2021
Q4 		$823K Sell
38,258
-21,663
-36% -$468K 0.05% 292
2021
Q3 		$1.23M Sell
59,921
-8,308
-12% -$187K 0.08% 226
2021
Q2 		$1.65M Buy
68,229
+12,923
+23% +$320K 0.12% 183
2021
Q1 		$1.25M Sell
55,306
-3,366
-6% -$81.9K 0.12% 177
2020
Q4 		$1.44M Buy
58,672
+6,359
+12% +$145K 0.15% 152
2020
Q3 		$1.13M Buy
+52,313
New +$1.19M 0.14% 160

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

Great Valley Advisor Group's SLV Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Silver Trust (SLV) stake by 15% in Q2 2026, buying an estimated $3.86M and bringing the position to 437,989 shares worth $23.4M. The position accounts for 0.37% of the portfolio, ranked #71.

Great Valley Advisor Group first reported a position in SLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $29.8M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Great Valley Advisor Group held 437,989 shares of iShares Silver Trust worth $23.4M as of Q2 2026.
  • Great Valley Advisor Group bought 58,272 iShares Silver Trust shares in Q2 2026, an estimated $3.86M.
  • iShares Silver Trust made up 0.37% of Great Valley Advisor Group's portfolio in Q2 2026, its #71 holding.
  • Great Valley Advisor Group first reported a position in iShares Silver Trust in Q3 2020 and has held it in 24 quarters since.
  • Great Valley Advisor Group's iShares Silver Trust position peaked at $29.8M in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.