MYIA
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Mount Yale Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Mount Yale 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 		$6.06M Buy
113,292
+536
+0.5% +$35.5K 0.11% 203
2026
Q1 		$7.68M Buy
112,756
+82,528
+273% +$6.27M 0.18% 130
2025
Q4 		$1.95M Buy
30,228
+10,064
+50% +$504K 0.09% 195
2025
Q3 		$854K Sell
20,164
-61,689
-75% -$2.22M 0.06% 311
2025
Q2 		$2.69M Buy
81,853
+1,067
+1% +$32.6K 0.21% 96
2025
Q1 		$2.5M Buy
80,786
+37,554
+87% +$1.09M 0.21% 101
2024
Q4 		$1.14M Buy
43,232
+6,066
+16% +$173K 0.09% 181
2024
Q3 		$1.06M Hold
37,166
– – 0.1% 187
2024
Q2 		$988K Buy
37,166
+1,550
+4% +$40.8K 0.08% 208
2024
Q1 		$810K Sell
35,616
-706
-2% -$15.1K 0.06% 263
2023
Q4 		$791K Buy
36,322
+308
+0.9% +$6.56K 0.08% 239
2023
Q3 		$733K Sell
36,014
-766
-2% -$16.6K 0.08% 240
2023
Q2 		$768K Sell
36,780
-572
-2% -$12.7K 0.08% 243
2023
Q1 		$826K Sell
37,352
-32
-0.1% -$663 0.09% 227
2022
Q4 		$823K Hold
37,384
– – 0.09% 221
2022
Q3 		$654K Sell
37,384
-89
-0.2% -$1.58K 0.09% 234
2022
Q2 		$698K Buy
37,473
+12,137
+48% +$253K 0.09% 232
2022
Q1 		$580K Hold
25,336
– – 0.06% 282
2021
Q4 		$545K Buy
25,336
+1,377
+6% +$29.7K 0.06% 284
2021
Q3 		$492K Buy
23,959
+13,799
+136% +$310K 0.06% 284
2021
Q2 		$246K Sell
10,160
-13,056
-56% -$323K 0.03% 370
2021
Q1 		$527K Buy
23,216
+12,490
+116% +$304K 0.07% 260
2020
Q4 		$264K Hold
10,726
– – 0.04% 322
2020
Q3 		$232K Sell
10,726
-28,874
-73% -$656K 0.03% 306
2020
Q2 		$674K Buy
+39,600
New +$605K 0.12% 178

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

Mount Yale Investment Advisors's SLV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Silver Trust (SLV) stake by 0.48% in Q2 2026, buying an estimated $35.5K and bringing the position to 113,292 shares worth $6.06M. The position accounts for 0.11% of the portfolio, ranked #203.

Mount Yale Investment Advisors first reported a position in SLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.68M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Mount Yale Investment Advisors held 113,292 shares of iShares Silver Trust worth $6.06M as of Q2 2026.
  • Mount Yale Investment Advisors bought 536 iShares Silver Trust shares in Q2 2026, an estimated $35.5K.
  • iShares Silver Trust made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Silver Trust in Q2 2020 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's iShares Silver Trust position peaked at $7.68M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.