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

Primoris 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
Q1 		– Sell
-54,080
Closed -$3.48M – 115
2025
Q4 		$3.48M Sell
54,080
-2,250
-4% -$113K 2.08% 16
2025
Q3 		$2.39M Sell
56,330
-21,500
-28% -$772K 1.52% 22
2025
Q2 		$2.55M Buy
77,830
+58,855
+310% +$1.8M 1.74% 22
2025
Q1 		$573K Buy
18,975
+4,315
+29% +$125K 0.44% 55
2024
Q4 		$386K Sell
14,660
-5,919
-29% -$169K 0.29% 63
2024
Q3 		$585K Sell
20,579
-12,140
-37% -$326K 0.42% 61
2024
Q2 		$843K Buy
32,719
+14,025
+75% +$369K 0.67% 42
2024
Q1 		$419K Sell
18,694
-6,313
-25% -$135K 0.33% 67
2023
Q4 		$524K Sell
25,007
-1,242
-5% -$26.4K 0.49% 51
2023
Q3 		$534K Sell
26,249
-20,175
-43% -$436K 0.65% 38
2023
Q2 		$970K Buy
46,424
+14,935
+47% +$332K 1.06% 28
2023
Q1 		$697K Buy
31,489
+820
+3% +$17K 0.86% 30
2022
Q4 		$675K Sell
30,669
-660
-2% -$12.9K 1.04% 25
2022
Q3 		$543K Sell
31,329
-21,689
-41% -$384K 0.97% 29
2022
Q2 		$984K Sell
53,018
-161,794
-75% -$3.37M 1.41% 23
2022
Q1 		$4.92M Buy
+214,812
New +$4.78M 4.59% 4

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Primoris Wealth Advisors's SLV Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 54,080 shares — an estimated $3.48M sold.

Primoris Wealth Advisors first reported a position in SLV in Q1 2022 and held it in 16 quarters. The position peaked at $4.92M in Q1 2022. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 54,080 iShares Silver Trust shares in Q1 2026, an estimated $3.48M.
  • Primoris Wealth Advisors first reported a position in iShares Silver Trust in Q1 2022 and held it in 16 quarters.
  • Primoris Wealth Advisors's iShares Silver Trust position peaked at $4.92M in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.