IAGL
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Innovative Advisory Group, LLC’s iShares Silver Trust SLV Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-2
Closed -$5.89K – 198
2025
Q4 		$5.89K Sell
2
-9,276
-100% -$464K ﹤0.01% 152
2025
Q3 		$8.94M Buy
9,278
+5,348
+136% +$192K 5.5% 7
2025
Q2 		$1.74M Buy
+3,930
New +$120K 1.47% 10

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

Innovative Advisory Group, LLC's SLV Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its iShares Silver Trust (SLV) stake by 12% in Q2 2026, selling an estimated $848K and leaving 91,046 shares worth $4.87M. The position accounts for 3.69% of the portfolio, ranked #3.

Innovative Advisory Group, LLC first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Innovative Advisory Group, LLC held 91,046 shares of iShares Silver Trust worth $4.87M as of Q2 2026.
  • Innovative Advisory Group, LLC sold 12,787 iShares Silver Trust shares in Q2 2026, an estimated $848K.
  • iShares Silver Trust made up 3.69% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #3 holding.
  • Innovative Advisory Group, LLC first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's iShares Silver Trust position peaked at $15.9M in Q4 2025.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.