Sage Investment Advisers’s iShares Silver Trust SLV Stock Holding History

Sage Investment Advisers’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	$489K	Buy	9,141 +1,945	+27%	+$129K	0.33%	60
2026 Q1	$490K	Buy	7,196 +466	+7%	+$35.4K	0.36%	56
2025 Q4	$434K	Buy	+6,730	New	+$337K	0.33%	61
2023 Q2	–	Sell	-9,855	Closed	-$218K	–	65
2023 Q1	$218K	Buy	9,855 +440	+5%	+$9.11K	0.29%	54
2022 Q4	$207K	Buy	+9,415	New	+$184K	0.3%	58

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

Sage Investment Advisers's SLV Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Silver Trust (SLV) stake by 27% in Q2 2026, buying an estimated $129K and bringing the position to 9,141 shares worth $489K. The position accounts for 0.33% of the portfolio, ranked #60.

Sage Investment Advisers first reported a position in SLV in Q4 2022 and has held it in 5 quarters since. The position peaked at $490K in Q1 2026. 1,418 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sage Investment Advisers held 9,141 shares of iShares Silver Trust worth $489K as of Q2 2026.
Sage Investment Advisers bought 1,945 iShares Silver Trust shares in Q2 2026, an estimated $129K.
iShares Silver Trust made up 0.33% of Sage Investment Advisers's portfolio in Q2 2026, its #60 holding.
Sage Investment Advisers first reported a position in iShares Silver Trust in Q4 2022 and has held it in 5 quarters since.
Sage Investment Advisers's iShares Silver Trust position peaked at $490K in Q1 2026.
1,418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.