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	$1.66K	Buy	+200	New	+$13.3K	﹤0.01%	1049

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

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.