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Realta Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Realta Investment 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 		$1.11M Buy
20,666
+1,794
+10% +$119K 0.34% 74
2026
Q1 		$1.29M Sell
18,872
-2,363
-11% -$180K 0.45% 55
2025
Q4 		$1.37M Buy
21,235
+2,230
+12% +$112K 0.45% 55
2025
Q3 		$805K Buy
19,005
+3,944
+26% +$142K 0.27% 81
2025
Q2 		$494K Sell
15,061
-2,108
-12% -$64.5K 0.2% 113
2025
Q1 		$532K Sell
17,169
-1,698
-9% -$49.3K 0.24% 100
2024
Q4 		$509K Sell
18,867
-2,306
-11% -$65.9K 0.21% 105
2024
Q3 		$604K Sell
21,173
-8,771
-29% -$236K 0.28% 88
2024
Q2 		$796K Sell
29,944
-7,262
-20% -$191K 0.16% 149
2024
Q1 		$846K Buy
37,206
+7,650
+26% +$163K 0.17% 137
2023
Q4 		$644K Sell
29,556
-2,062
-7% -$43.9K 0.15% 177
2023
Q3 		$661K Sell
31,618
-800
-2% -$17.3K 0.15% 157
2023
Q2 		$677K Buy
32,418
+3,822
+13% +$85K 0.15% 162
2023
Q1 		$633K Sell
28,596
-530
-2% -$11K 0.15% 161
2022
Q4 		$641K Buy
29,126
+1,000
+4% +$19.6K 0.16% 155
2022
Q3 		$492K Buy
28,126
+7,235
+35% +$128K 0.13% 194
2022
Q2 		$383K Sell
20,891
-1,950
-9% -$40.7K 0.09% 231
2022
Q1 		$523K Buy
22,841
+3,650
+19% +$81.1K 0.1% 210
2021
Q4 		$413K Sell
19,191
-5,100
-21% -$110K 0.09% 249
2021
Q3 		$498K Buy
24,291
+115
+0.5% +$2.59K 0.12% 200
2021
Q2 		$586K Buy
24,176
+125
+0.5% +$3.1K 0.14% 182
2021
Q1 		$546K Buy
24,051
+8,750
+57% +$213K 0.14% 183
2020
Q4 		$376K Buy
15,301
+1,225
+9% +$27.9K 0.11% 208
2020
Q3 		$305K Buy
14,076
+2,480
+21% +$56.4K 0.1% 220
2020
Q2 		$197K Buy
+11,596
New +$177K 0.06% 316
2020
Q1 		– Sell
-13,744
Closed -$220K – 1211
2019
Q4 		$220K Sell
13,744
-3,600
-21% -$58.3K 0.06% 318
2019
Q3 		$277K Buy
17,344
+1,400
+9% +$22.3K 0.08% 268
2019
Q2 		$229K Buy
15,944
+3,690
+30% +$51.5K 0.06% 301
2019
Q1 		$172K Buy
+12,254
New +$179K 0.08% 304

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

Realta Investment Advisors's SLV Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Silver Trust (SLV) stake by 9.5% in Q2 2026, buying an estimated $119K and bringing the position to 20,666 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #74.

Realta Investment Advisors first reported a position in SLV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.37M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Realta Investment Advisors held 20,666 shares of iShares Silver Trust worth $1.11M as of Q2 2026.
  • Realta Investment Advisors bought 1,794 iShares Silver Trust shares in Q2 2026, an estimated $119K.
  • iShares Silver Trust made up 0.34% of Realta Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Realta Investment Advisors first reported a position in iShares Silver Trust in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's iShares Silver Trust position peaked at $1.37M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.