Guardian Wealth Advisors (North Carolina)’s iShares Silver Trust SLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$556K	Buy	10,405 +4,620	+80%	+$306K	0.03%	218
2026 Q1	$394K	Sell	5,785 -5,200	-47%	-$395K	0.02%	247
2025 Q4	$708K	Buy	10,985 +1,143	+12%	+$57.2K	0.04%	180
2025 Q3	$417K	Hold	9,842	–	–	0.03%	236
2025 Q2	$323K	Hold	9,842	–	–	0.02%	258
2025 Q1	$305K	Buy	+9,842	New	+$286K	0.02%	250

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

Guardian Wealth Advisors (North Carolina)'s SLV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Silver Trust (SLV) stake by 80% in Q2 2026, buying an estimated $306K and bringing the position to 10,405 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #218.

Guardian Wealth Advisors (North Carolina) first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $708K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 10,405 shares of iShares Silver Trust worth $556K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 4,620 iShares Silver Trust shares in Q2 2026, an estimated $306K.
iShares Silver Trust made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #218 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Silver Trust position peaked at $708K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.