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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SLV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Silver Trust (SLV) stake by 47% in Q1 2026, selling an estimated $395K and leaving 5,785 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #247.

Guardian Wealth Advisors (North Carolina) first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $708K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 5,785 shares of iShares Silver Trust worth $394K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 5,200 iShares Silver Trust shares in Q1 2026, an estimated $395K.
iShares Silver Trust made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #247 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Silver Trust position peaked at $708K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.