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Latitude Advisors’s iShares Silver Trust SLV Stock Holding History

Latitude 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
Q3 		$367K Buy
6,741
+253
+4% +$14.3K 0.11% 169
2026
Q2 		$347K Buy
6,488
+1,480
+30% +$98.1K 0.14% 162
2026
Q1 		$341K Buy
5,008
+1,086
+28% +$82.5K 0.16% 151
2025
Q4 		$253K Buy
+3,922
New +$196K 0.11% 189

Other funds holding SLV

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Latitude Advisors's SLV Position: Q3 2026 in Review

Latitude Advisors increased its iShares Silver Trust (SLV) stake by 3.9% in Q3 2026, buying an estimated $14.3K and bringing the position to 6,741 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #169.

Latitude Advisors first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Latitude Advisors held 6,741 shares of iShares Silver Trust worth $367K as of Q3 2026.
  • Latitude Advisors bought 253 iShares Silver Trust shares in Q3 2026, an estimated $14.3K.
  • iShares Silver Trust made up 0.11% of Latitude Advisors's portfolio in Q3 2026, its #169 holding.
  • Latitude Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.