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Sound View Wealth Advisors Group’s iShares Silver Trust SLV Stock Holding History

Sound View Wealth Advisors 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 		$2.05M Sell
38,330
-11,383
-23% -$755K 0.13% 136
2026
Q1 		$3.39M Sell
49,713
-4,692
-9% -$357K 0.23% 96
2025
Q4 		$3.5M Sell
54,405
-311
-0.6% -$15.6K 0.24% 94
2025
Q3 		$2.32M Buy
54,716
+6,094
+13% +$219K 0.16% 123
2025
Q2 		$1.6M Buy
48,622
+336
+0.7% +$10.3K 0.12% 143
2025
Q1 		$1.5M Hold
48,286
– – 0.12% 142
2024
Q4 		$1.27M Buy
48,286
+3,946
+9% +$113K 0.1% 160
2024
Q3 		$1.26M Buy
44,340
+19,436
+78% +$522K 0.1% 163
2024
Q2 		$662K Buy
24,904
+7,475
+43% +$197K 0.07% 207
2024
Q1 		$397K Buy
17,429
+574
+3% +$12.3K 0.04% 267
2023
Q4 		$367K Buy
16,855
+5,148
+44% +$110K 0.04% 276
2023
Q3 		$238K Sell
11,707
-439
-4% -$9.49K 0.03% 322
2023
Q2 		$254K Buy
12,146
+439
+4% +$9.76K 0.03% 310
2023
Q1 		$259K Sell
11,707
-5,148
-31% -$107K 0.04% 307
2022
Q4 		$367K Buy
+16,855
New +$330K 0.04% 276

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

Sound View Wealth Advisors Group's SLV Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Silver Trust (SLV) stake by 23% in Q2 2026, selling an estimated $755K and leaving 38,330 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #136.

Sound View Wealth Advisors Group first reported a position in SLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.5M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Sound View Wealth Advisors Group held 38,330 shares of iShares Silver Trust worth $2.05M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 11,383 iShares Silver Trust shares in Q2 2026, an estimated $755K.
  • iShares Silver Trust made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #136 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's iShares Silver Trust position peaked at $3.5M in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.