Moneta Group Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Moneta Group Investment 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	$781K	Buy	14,614 +369	+3%	+$24.5K	0.01%	451
2026 Q1	$971K	Sell	14,245 -4,602	-24%	-$350K	0.01%	367
2025 Q4	$1.21M	Buy	18,847 +8,534	+83%	+$427K	0.01%	330
2025 Q3	$437K	Buy	10,313 +358	+4%	+$12.9K	﹤0.01%	532
2025 Q2	$327K	Buy	9,955 +1,007	+11%	+$30.8K	﹤0.01%	540
2025 Q1	$277K	Buy	8,948 +996	+13%	+$28.9K	﹤0.01%	544
2024 Q4	$209K	Buy	+7,952	New	+$227K	﹤0.01%	628
2022 Q2	–	Sell	-11,495	Closed	-$263K	–	497
2022 Q1	$263K	Buy	+11,495	New	+$256K	0.01%	376
2021 Q3	–	Sell	-10,322	Closed	-$250K	–	470
2021 Q2	$250K	Buy	+10,322	New	+$256K	0.01%	393
2021 Q1	–	Sell	-10,908	Closed	-$268K	–	429
2020 Q4	$268K	Buy	10,908 +1,111	+11%	+$25.3K	0.02%	267
2020 Q3	$212K	Buy	+9,797	New	+$223K	0.02%	251
2018 Q3	–	Sell	-2,900	Closed	-$44K	–	349
2018 Q2	$44K	Buy	+2,900	New	+$45.2K	﹤0.01%	314

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

Moneta Group Investment Advisors's SLV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Silver Trust (SLV) stake by 2.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 14,614 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #451.

Moneta Group Investment Advisors first reported a position in SLV in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Moneta Group Investment Advisors held 14,614 shares of iShares Silver Trust worth $781K as of Q2 2026.
Moneta Group Investment Advisors bought 369 iShares Silver Trust shares in Q2 2026, an estimated $24.5K.
iShares Silver Trust made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #451 holding.
Moneta Group Investment Advisors first reported a position in iShares Silver Trust in Q2 2018 and has held it in 12 quarters since.
Moneta Group Investment Advisors's iShares Silver Trust position peaked at $1.21M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.