Insigneo Advisory Services’s iShares Silver Trust SLV Stock Holding History

Insigneo Advisory Services’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	$16.7M	Sell	313,087 -91,289	-23%	-$6.05M	0.63%	34
2026 Q1	$27.6M	Buy	404,376 +40,846	+11%	+$3.1M	1.96%	12
2025 Q4	$23.4M	Sell	363,530 -62,401	-15%	-$3.12M	1.68%	12
2025 Q3	$18M	Buy	425,931 +35,999	+9%	+$1.29M	1.27%	13
2025 Q2	$12.8M	Sell	389,932 -4,608	-1%	-$141K	1.1%	13
2025 Q1	$12.2M	Sell	394,540 -2,620	-0.7%	-$76.1K	1.26%	12
2024 Q4	$10.5M	Buy	397,160 +49,818	+14%	+$1.42M	1.08%	13
2024 Q3	$9.87M	Buy	347,342 +88,647	+34%	+$2.38M	1%	15
2024 Q2	$6.43M	Buy	+258,695	New	+$6.8M	0.72%	19

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

Insigneo Advisory Services's SLV Position: Q2 2026 in Review

Insigneo Advisory Services reduced its iShares Silver Trust (SLV) stake by 23% in Q2 2026, selling an estimated $6.05M and leaving 313,087 shares worth $16.7M. The position accounts for 0.63% of the portfolio, ranked #34.

Insigneo Advisory Services first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.6M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Insigneo Advisory Services held 313,087 shares of iShares Silver Trust worth $16.7M as of Q2 2026.
Insigneo Advisory Services sold 91,289 iShares Silver Trust shares in Q2 2026, an estimated $6.05M.
iShares Silver Trust made up 0.63% of Insigneo Advisory Services's portfolio in Q2 2026, its #34 holding.
Insigneo Advisory Services first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares Silver Trust position peaked at $27.6M in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.