Seven Post Investment Office’s iShares Silver Trust SLV Stock Holding History

Seven Post Investment Office’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	$6.69M	Buy	125,061 +5,560	+5%	+$369K	1.9%	15
2026 Q1	$8.14M	Hold	119,501	–	–	2.63%	12
2025 Q4	$7.7M	Hold	119,501	–	–	2.75%	11
2025 Q3	$5.06M	Hold	119,501	–	–	1.82%	13
2025 Q2	$3.92M	Hold	119,501	–	–	1.48%	13
2025 Q1	$3.7M	Hold	119,501	–	–	1.41%	13
2024 Q4	$3.15M	Sell	119,501 -119,499	-50%	-$3.41M	1.2%	15
2024 Q3	$6.79M	Hold	239,000	–	–	1.03%	17
2024 Q2	$6.35M	Hold	239,000	–	–	1.18%	16
2024 Q1	$5.44M	Hold	239,000	–	–	1.33%	15
2023 Q4	$5.21M	Hold	239,000	–	–	1.31%	16
2023 Q3	$4.86M	Buy	+239,000	New	+$5.16M	1.34%	15

Other funds holding SLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 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

NPAN

Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 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

Seven Post Investment Office's SLV Position: Q2 2026 in Review

Seven Post Investment Office increased its iShares Silver Trust (SLV) stake by 4.7% in Q2 2026, buying an estimated $369K and bringing the position to 125,061 shares worth $6.69M. The position accounts for 1.9% of the portfolio, ranked #15.

Seven Post Investment Office first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.14M in Q1 2026. 701 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Seven Post Investment Office held 125,061 shares of iShares Silver Trust worth $6.69M as of Q2 2026.
Seven Post Investment Office bought 5,560 iShares Silver Trust shares in Q2 2026, an estimated $369K.
iShares Silver Trust made up 1.9% of Seven Post Investment Office's portfolio in Q2 2026, its #15 holding.
Seven Post Investment Office first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
Seven Post Investment Office's iShares Silver Trust position peaked at $8.14M in Q1 2026.
701 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.