MA
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MONECO Advisors’s iShares Silver Trust SLV Stock Holding History

MONECO 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 		$1.95M Sell
36,466
-33,279
-48% -$2.21M 0.12% 170
2026
Q1 		$4.75M Sell
69,745
-2,577
-4% -$196K 0.37% 59
2025
Q4 		$4.66M Buy
72,322
+36,882
+104% +$1.85M 0.37% 56
2025
Q3 		$1.5M Buy
35,440
+5,344
+18% +$192K 0.13% 160
2025
Q2 		$987K Buy
30,096
+9,080
+43% +$278K 0.09% 192
2025
Q1 		$651K Buy
21,016
+8,083
+62% +$235K 0.07% 232
2024
Q4 		$341K Sell
12,933
-89,722
-87% -$2.56M 0.04% 346
2024
Q3 		$2.92M Buy
102,655
+6,275
+7% +$169K 0.36% 75
2024
Q2 		$2.56M Buy
+96,380
New +$2.53M 0.38% 74
2024
Q1 		– Sell
-15,385
Closed -$335K – 421
2023
Q4 		$335K Buy
15,385
+316
+2% +$6.73K 0.06% 271
2023
Q3 		$307K Sell
15,069
-238
-2% -$5.14K 0.08% 248
2023
Q2 		$320K Sell
15,307
-1,125
-7% -$25K 0.09% 241
2023
Q1 		$363K Sell
16,432
-270
-2% -$5.59K 0.11% 214
2022
Q4 		$368K Sell
16,702
-1,643
-9% -$32.2K 0.13% 168
2022
Q3 		$321K Buy
18,345
+626
+4% +$11.1K 0.13% 172
2022
Q2 		$330K Buy
17,719
+6,264
+55% +$131K 0.13% 169
2022
Q1 		$262K Buy
11,455
+1,628
+17% +$36.2K 0.1% 200
2021
Q4 		$204K Buy
9,827
+76
+0.8% +$1.64K 0.08% 231
2021
Q3 		$200K Buy
9,751
+1,326
+16% +$29.8K 0.08% 243
2021
Q2 		$204K Buy
+8,425
New +$209K 0.09% 211

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MONECO Advisors's SLV Position: Q2 2026 in Review

MONECO Advisors reduced its iShares Silver Trust (SLV) stake by 48% in Q2 2026, selling an estimated $2.21M and leaving 36,466 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #170.

MONECO Advisors first reported a position in SLV in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.75M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • MONECO Advisors held 36,466 shares of iShares Silver Trust worth $1.95M as of Q2 2026.
  • MONECO Advisors sold 33,279 iShares Silver Trust shares in Q2 2026, an estimated $2.21M.
  • iShares Silver Trust made up 0.12% of MONECO Advisors's portfolio in Q2 2026, its #170 holding.
  • MONECO Advisors first reported a position in iShares Silver Trust in Q2 2021 and has held it in 20 quarters since.
  • MONECO Advisors's iShares Silver Trust position peaked at $4.75M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.