Regent Peak Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Regent Peak 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	$533K	Buy	9,967 +559	+6%	+$37.1K	0.1%	92
2026 Q1	$641K	Buy	+9,408	New	+$715K	0.13%	72
2021 Q1	–	Sell	-859	Closed	-$21K	–	845
2020 Q4	$21K	Buy	+859	New	+$19.5K	0.01%	447

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

Regent Peak Wealth Advisors's SLV Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Silver Trust (SLV) stake by 5.9% in Q2 2026, buying an estimated $37.1K and bringing the position to 9,967 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #92.

Regent Peak Wealth Advisors first reported a position in SLV in Q4 2020 and has held it in 3 quarters since. The position peaked at $641K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Regent Peak Wealth Advisors held 9,967 shares of iShares Silver Trust worth $533K as of Q2 2026.
Regent Peak Wealth Advisors bought 559 iShares Silver Trust shares in Q2 2026, an estimated $37.1K.
iShares Silver Trust made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Regent Peak Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 3 quarters since.
Regent Peak Wealth Advisors's iShares Silver Trust position peaked at $641K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.