Heritage Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Heritage Wealth Advisors’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	$233K	Buy	3,417 +35	+1%	+$2.66K	0.01%	194
2025 Q4	$218K	Hold	3,382	–	–	0.01%	210
2025 Q3	$143K	Hold	3,382	–	–	0.01%	224
2025 Q2	$111K	Hold	3,382	–	–	0.01%	241
2025 Q1	$105K	Hold	3,382	–	–	0.01%	239
2024 Q4	$89K	Sell	3,382 -650	-16%	-$18.6K	﹤0.01%	261
2024 Q3	$115K	Buy	4,032 +650	+19%	+$17.5K	0.01%	255
2024 Q2	$89.9K	Hold	3,382	–	–	﹤0.01%	260
2024 Q1	$76.9K	Hold	3,382	–	–	﹤0.01%	286
2023 Q4	$73.7K	Hold	3,382	–	–	﹤0.01%	298
2023 Q3	$68.8K	Hold	3,382	–	–	﹤0.01%	276
2023 Q2	$70.7K	Hold	3,382	–	–	﹤0.01%	287
2023 Q1	$74.8K	Hold	3,382	–	–	﹤0.01%	282
2022 Q4	$74.5K	Hold	3,382	–	–	﹤0.01%	283
2022 Q3	$59.2K	Hold	3,382	–	–	﹤0.01%	286
2022 Q2	$63K	Hold	3,382	–	–	﹤0.01%	304
2022 Q1	$77K	Hold	3,382	–	–	﹤0.01%	274
2021 Q4	$73K	Hold	3,382	–	–	﹤0.01%	292
2021 Q3	$69.4K	Hold	3,382	–	–	﹤0.01%	290
2021 Q2	$81.9K	Hold	3,382	–	–	0.01%	272
2021 Q1	$76.8K	Hold	3,382	–	–	﹤0.01%	288
2020 Q4	$83K	Hold	3,382	–	–	0.01%	277
2020 Q3	$73.2K	Buy	3,382 +382	+13%	+$8.68K	0.01%	238
2020 Q2	$51K	Hold	3,000	–	–	0.01%	252
2020 Q1	$39.1K	Hold	3,000	–	–	0.01%	266
2019 Q4	$50K	Hold	3,000	–	–	0.01%	303
2019 Q3	$47K	Hold	3,000	–	–	0.01%	286
2019 Q2	$43K	Hold	3,000	–	–	0.01%	270
2019 Q1	$42.5K	Hold	3,000	–	–	0.01%	243
2018 Q4	$43K	Hold	3,000	–	–	0.01%	202
2018 Q3	$41K	Buy	+3,000	New	+$42.3K	0.01%	210

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

Heritage Wealth Advisors's SLV Position: Q1 2026 in Review

Heritage Wealth Advisors increased its iShares Silver Trust (SLV) stake by 1% in Q1 2026, buying an estimated $2.66K and bringing the position to 3,417 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #194.

Heritage Wealth Advisors first reported a position in SLV in Q3 2018 and has held it in 31 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Heritage Wealth Advisors held 3,417 shares of iShares Silver Trust worth $233K as of Q1 2026.
Heritage Wealth Advisors bought 35 iShares Silver Trust shares in Q1 2026, an estimated $2.66K.
iShares Silver Trust made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #194 holding.
Heritage Wealth Advisors first reported a position in iShares Silver Trust in Q3 2018 and has held it in 31 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.