Investment Advisory Group’s iShares Silver Trust SLV Stock Holding History

Investment Advisory Group’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	$425K	Sell	7,954 -80	-1%	-$5.3K	0.09%	130
2026 Q1	$547K	Buy	8,034 +21	+0.3%	+$1.6K	0.14%	102
2025 Q4	$516K	Sell	8,013 -384	-5%	-$19.2K	0.13%	107
2025 Q3	$356K	Buy	8,397 +675	+9%	+$24.2K	0.1%	127
2025 Q2	$253K	Hold	7,722	–	–	0.08%	147
2025 Q1	$239K	Sell	7,722 -48	-0.6%	-$1.4K	0.08%	146
2024 Q4	$205K	Sell	7,770 -226	-3%	-$6.46K	0.07%	162
2024 Q3	$227K	Sell	7,996 -209	-3%	-$5.62K	0.08%	154
2024 Q2	$218K	Buy	+8,205	New	+$216K	0.08%	150

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

Investment Advisory Group's SLV Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares Silver Trust (SLV) stake by 1% in Q2 2026, selling an estimated $5.3K and leaving 7,954 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #130.

Investment Advisory Group first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $547K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Investment Advisory Group held 7,954 shares of iShares Silver Trust worth $425K as of Q2 2026.
Investment Advisory Group sold 80 iShares Silver Trust shares in Q2 2026, an estimated $5.3K.
iShares Silver Trust made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #130 holding.
Investment Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Investment Advisory Group's iShares Silver Trust position peaked at $547K in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.