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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
Q1 		– Hold
0
– -$12.9K – 2053
2025
Q4 		– Sell
-900
Closed -$45.1K – 1918
2025
Q3 		$22.6K Sell
900
-199,100
-100% -$7.15M ﹤0.01% 1731
2025
Q2 		$8.67K Buy
+200,000
New +$6.12M ﹤0.01% 1579

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

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. 623 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.
  • 623 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.