PCG Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

PCG Wealth 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	$3.39M	Buy	63,342 +3,116	+5%	+$207K	0.76%	41
2026 Q1	$4.1M	Buy	60,226 +32,515	+117%	+$2.47M	1.04%	28
2025 Q4	$1.79M	Buy	27,711 +10,638	+62%	+$533K	0.51%	59
2025 Q3	$723K	Sell	17,073 -4,259	-20%	-$153K	0.21%	93
2025 Q2	$700K	Buy	21,332 +7,239	+51%	+$221K	0.36%	53
2025 Q1	$437K	Buy	14,093 +4,631	+49%	+$135K	0.15%	93
2024 Q4	$249K	Sell	9,462 -468	-5%	-$13.4K	0.09%	113
2024 Q3	$282K	Buy	+9,930	New	+$267K	0.11%	103

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

PCG Wealth Advisors's SLV Position: Q2 2026 in Review

PCG Wealth Advisors increased its iShares Silver Trust (SLV) stake by 5.2% in Q2 2026, buying an estimated $207K and bringing the position to 63,342 shares worth $3.39M. The position accounts for 0.76% of the portfolio, ranked #41.

PCG Wealth Advisors first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.1M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

PCG Wealth Advisors held 63,342 shares of iShares Silver Trust worth $3.39M as of Q2 2026.
PCG Wealth Advisors bought 3,116 iShares Silver Trust shares in Q2 2026, an estimated $207K.
iShares Silver Trust made up 0.76% of PCG Wealth Advisors's portfolio in Q2 2026, its #41 holding.
PCG Wealth Advisors first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
PCG Wealth Advisors's iShares Silver Trust position peaked at $4.1M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.