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Mutual Advisors’s iShares Silver Trust SLV Stock Holding History

Mutual 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
Q3 		– Sell
-2,000
Closed -$107K – 1484
2026
Q2 		$107K Buy
+2,000
New +$133K ﹤0.01% 1367

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mutual Advisors's SLV Position: Q3 2026 in Review

Mutual Advisors increased its iShares Silver Trust (SLV) stake by 57% in Q3 2026, buying an estimated $3.17M and bringing the position to 153,559 shares worth $8.37M. The position accounts for 0.14% of the portfolio, ranked #128.

Mutual Advisors first reported a position in SLV in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.2M in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Mutual Advisors held 153,559 shares of iShares Silver Trust worth $8.37M as of Q3 2026.
  • Mutual Advisors bought 55,866 iShares Silver Trust shares in Q3 2026, an estimated $3.17M.
  • iShares Silver Trust made up 0.14% of Mutual Advisors's portfolio in Q3 2026, its #128 holding.
  • Mutual Advisors first reported a position in iShares Silver Trust in Q1 2020 and has held it in 27 quarters since.
  • Mutual Advisors's iShares Silver Trust position peaked at $9.2M in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.