Principia Wealth Advisory’s iShares Silver Trust SLV Stock Holding History

Principia Wealth Advisory’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
2025 Q4	–	Sell	-2,000	Closed	-$84.7K	–	1042
2025 Q3	$84.7K	Sell	2,000 -4,000	-67%	-$144K	0.06%	100
2025 Q2	$197K	Sell	6,000 -1,000	-14%	-$30.6K	0.17%	62
2025 Q1	$196K	Buy	7,000 +2,600	+59%	+$75.5K	0.19%	49
2024 Q4	$116K	Buy	+4,400	New	+$126K	0.11%	63

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

Principia Wealth Advisory's SLV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares Silver Trust (SLV) stake by 3% in Q2 2026, selling an estimated $41.6K and leaving 20,309 shares worth $1.09M. The position accounts for 0.54% of the portfolio, ranked #34.

Principia Wealth Advisory first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Principia Wealth Advisory held 20,309 shares of iShares Silver Trust worth $1.09M as of Q2 2026.
Principia Wealth Advisory sold 628 iShares Silver Trust shares in Q2 2026, an estimated $41.6K.
iShares Silver Trust made up 0.54% of Principia Wealth Advisory's portfolio in Q2 2026, its #34 holding.
Principia Wealth Advisory first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's iShares Silver Trust position peaked at $2.78M in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.