Laurel Wealth Advisors (North Carolina)’s iShares Silver Trust SLV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$344K	Sell	6,441 -1,220	-16%	-$80.9K	0.03%	167
2026 Q1	$559K	Sell	7,661 -1,000	-12%	-$76K	0.06%	137
2025 Q4	$558K	Sell	8,661 -591	-6%	-$29.6K	0.07%	131
2025 Q3	$392K	Sell	9,252 -300	-3%	-$10.8K	0.05%	149
2025 Q2	$313K	Hold	9,552	–	–	0.05%	160
2025 Q1	$296K	Sell	9,552 -500	-5%	-$14.5K	0.05%	152
2024 Q4	$265K	Buy	10,052 +2,000	+25%	+$57.1K	0.04%	154
2024 Q3	$229K	Hold	8,052	–	–	0.04%	167
2024 Q2	$214K	Hold	8,052	–	–	0.04%	167
2024 Q1	$183K	Hold	8,052	–	–	0.03%	183
2023 Q4	$175K	Hold	8,052	–	–	0.03%	178
2023 Q3	$164K	Hold	8,052	–	–	0.03%	180
2023 Q2	$168K	Hold	8,052	–	–	0.03%	182
2023 Q1	$178K	Buy	8,052 +5,052	+168%	+$105K	0.04%	179
2022 Q4	$66.1K	Hold	3,000	–	–	0.01%	239
2022 Q3	$53K	Hold	3,000	–	–	0.01%	249
2022 Q2	$56K	Sell	3,000 -300	-9%	-$6.26K	0.01%	246
2022 Q1	$76K	Hold	3,300	–	–	0.02%	244
2021 Q4	$71K	Buy	3,300 +1,900	+136%	+$41K	0.01%	241
2021 Q3	$29K	Hold	1,400	–	–	0.01%	313
2021 Q2	$34K	Hold	1,400	–	–	0.01%	313
2021 Q1	$32K	Hold	1,400	–	–	0.01%	304
2020 Q4	$34K	Buy	1,400 +900	+180%	+$20.5K	0.01%	291
2020 Q3	$11K	Buy	+500	New	+$11.4K	﹤0.01%	383

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

Laurel Wealth Advisors (North Carolina)'s SLV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares Silver Trust (SLV) stake by 16% in Q2 2026, selling an estimated $80.9K and leaving 6,441 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #167.

Laurel Wealth Advisors (North Carolina) first reported a position in SLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $559K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 6,441 shares of iShares Silver Trust worth $344K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 1,220 iShares Silver Trust shares in Q2 2026, an estimated $80.9K.
iShares Silver Trust made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #167 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Silver Trust in Q3 2020 and has held it in 24 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares Silver Trust position peaked at $559K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.