Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Silver Trust SLV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$47.3K	Buy	+885	New	+$58.7K	﹤0.01%	440
2024 Q1	–	Sell	-14,000	Closed	-$293K	–	587
2023 Q4	$293K	Hold	14,000	–	–	﹤0.01%	241
2023 Q3	$292K	Sell	14,000 -8,101	-37%	-$175K	﹤0.01%	241
2023 Q2	$462K	Buy	+22,101	New	+$491K	﹤0.01%	217
2019 Q4	–	Sell	-375	Closed	-$6K	–	712
2019 Q3	$6K	Buy	+375	New	+$5.96K	﹤0.01%	600
2015 Q1	–	Sell	-375	Closed	-$6K	–	637
2014 Q4	$6K	Buy	+375	New	+$5.93K	﹤0.01%	591
2014 Q3	–	Sell	-4,400	Closed	-$89K	–	615
2014 Q2	$89K	Buy	+4,400	New	+$83.1K	﹤0.01%	372

Other funds holding SLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

VSI

Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NPAN

Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SLV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in iShares Silver Trust (SLV) in Q2 2026: 885 shares worth $47.3K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in SLV as recently as Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SLV in Q2 2014 and has held it in 7 quarters since. The position peaked at $462K in Q2 2023. 761 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 885 shares of iShares Silver Trust worth $47.3K as of Q2 2026.
iShares Silver Trust was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #440 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Silver Trust in Q2 2014 and has held it in 7 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Silver Trust position peaked at $462K in Q2 2023.
761 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.