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Safeguard Investment Advisory Group’s iShares Silver Trust SLV Stock Holding History

Safeguard Investment Advisory Group’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 		$286K Buy
5,355
+463
+9% +$30.7K 0.07% 129
2026
Q1 		$333K Buy
+4,892
New +$372K 0.09% 90
2021
Q1 		– Sell
-5,086
Closed -$124K – 602
2020
Q4 		$124K Buy
+5,086
New +$116K 0.11% 101

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

Safeguard Investment Advisory Group's SLV Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares Silver Trust (SLV) stake by 9.5% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,355 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #129.

Safeguard Investment Advisory Group first reported a position in SLV in Q4 2020 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Safeguard Investment Advisory Group held 5,355 shares of iShares Silver Trust worth $286K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 463 iShares Silver Trust shares in Q2 2026, an estimated $30.7K.
  • iShares Silver Trust made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #129 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 3 quarters since.
  • Safeguard Investment Advisory Group's iShares Silver Trust position peaked at $333K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.