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

Physician 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 Q3	$164K	Buy	3,017 +170	+6%	+$9.6K	0.02%	245
2026 Q2	$152K	Hold	2,847	–	–	0.02%	254
2026 Q1	$194K	Sell	2,847 -924	-25%	-$70.2K	0.03%	199
2025 Q4	$243K	Buy	3,771 +340	+10%	+$17K	0.03%	170
2025 Q3	$145K	Hold	3,431	–	–	0.02%	232
2025 Q2	$113K	Hold	3,431	–	–	0.02%	249
2025 Q1	$106K	Hold	3,431	–	–	0.02%	246
2024 Q4	$90.3K	Buy	+3,431	New	+$98K	0.02%	269

Other funds holding SLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Physician Wealth Advisors's SLV Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares Silver Trust (SLV) stake by 6% in Q3 2026, buying an estimated $9.6K and bringing the position to 3,017 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #245.

Physician Wealth Advisors first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $243K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Physician Wealth Advisors held 3,017 shares of iShares Silver Trust worth $164K as of Q3 2026.
Physician Wealth Advisors bought 170 iShares Silver Trust shares in Q3 2026, an estimated $9.6K.
iShares Silver Trust made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #245 holding.
Physician Wealth Advisors first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares Silver Trust position peaked at $243K in Q4 2025.
1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.