Net Worth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Net Worth Advisory Group’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	$242K	Sell	4,535 -5,708	-56%	-$378K	0.06%	343
2026 Q1	$698K	Sell	10,243 -661	-6%	-$50.2K	0.14%	154
2025 Q4	$702K	Buy	10,904 +4,787	+78%	+$240K	0.14%	157
2025 Q3	$259K	Sell	6,117 -6,016	-50%	-$216K	0.08%	340
2025 Q2	$398K	Buy	12,133 +4,610	+61%	+$141K	0.09%	233
2025 Q1	$233K	Sell	7,523 -516	-6%	-$15K	0.07%	312
2024 Q4	$212K	Sell	8,039 -125	-2%	-$3.57K	0.06%	348
2024 Q3	$232K	Buy	+8,164	New	+$219K	0.07%	340

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

Net Worth Advisory Group's SLV Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares Silver Trust (SLV) stake by 56% in Q2 2026, selling an estimated $378K and leaving 4,535 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #343.

Net Worth Advisory Group first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $702K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Net Worth Advisory Group held 4,535 shares of iShares Silver Trust worth $242K as of Q2 2026.
Net Worth Advisory Group sold 5,708 iShares Silver Trust shares in Q2 2026, an estimated $378K.
iShares Silver Trust made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #343 holding.
Net Worth Advisory Group first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares Silver Trust position peaked at $702K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.