Sequoia Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Sequoia Financial 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	$2.93M	Buy	54,784 +2,764	+5%	+$183K	0.01%	488
2026 Q1	$3.54M	Sell	52,020 -7,007	-12%	-$532K	0.02%	409
2025 Q4	$3.8M	Buy	59,027 +10,204	+21%	+$511K	0.02%	385
2025 Q3	$2.07M	Buy	48,823 +5,541	+13%	+$199K	0.01%	509
2025 Q2	$1.42M	Buy	43,282 +2,797	+7%	+$85.5K	0.01%	571
2025 Q1	$1.25M	Buy	40,485 +19,261	+91%	+$560K	0.01%	548
2024 Q4	$559K	Buy	21,224 +2,684	+14%	+$76.7K	0.01%	762
2024 Q3	$527K	Buy	18,540 +6,564	+55%	+$176K	0.01%	725
2024 Q2	$318K	Buy	11,976 +2,749	+30%	+$72.3K	﹤0.01%	865
2024 Q1	$210K	Buy	+9,227	New	+$197K	﹤0.01%	1040
2023 Q1	–	Sell	-16,560	Closed	-$365K	–	869
2022 Q4	$365K	Buy	+16,560	New	+$324K	0.01%	525
2022 Q1	–	Sell	-14,374	Closed	-$309K	–	701
2021 Q4	$309K	Buy	+14,374	New	+$311K	0.01%	438

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

Sequoia Financial Advisors's SLV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Silver Trust (SLV) stake by 5.3% in Q2 2026, buying an estimated $183K and bringing the position to 54,784 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #488.

Sequoia Financial Advisors first reported a position in SLV in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.8M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sequoia Financial Advisors held 54,784 shares of iShares Silver Trust worth $2.93M as of Q2 2026.
Sequoia Financial Advisors bought 2,764 iShares Silver Trust shares in Q2 2026, an estimated $183K.
iShares Silver Trust made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #488 holding.
Sequoia Financial Advisors first reported a position in iShares Silver Trust in Q4 2021 and has held it in 12 quarters since.
Sequoia Financial Advisors's iShares Silver Trust position peaked at $3.8M in Q4 2025.
1,410 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.