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

Independent 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
Q2 		$2.29M Sell
42,810
-396
-0.9% -$26.3K 2.07% 14
2026
Q1 		$2.94M Sell
43,206
-2,533
-6% -$192K 2.89% 12
2025
Q4 		$2.95M Buy
+45,739
New +$2.29M 3.07% 12

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

Independent Wealth Advisors's SLV Position: Q2 2026 in Review

Independent Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 0.92% in Q2 2026, selling an estimated $26.3K and leaving 42,810 shares worth $2.29M. The position accounts for 2.07% of the portfolio, ranked #14.

Independent Wealth Advisors first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Independent Wealth Advisors held 42,810 shares of iShares Silver Trust worth $2.29M as of Q2 2026.
  • Independent Wealth Advisors sold 396 iShares Silver Trust shares in Q2 2026, an estimated $26.3K.
  • iShares Silver Trust made up 2.07% of Independent Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Independent Wealth Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Advisors's iShares Silver Trust position peaked at $2.95M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.