UAG
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United Advisor Group’s iShares Silver Trust SLV Stock Holding History

United Advisor 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
Q3 		$333K Buy
6,105
+1,738
+40% +$98.5K 0.03% 424
2026
Q2 		$234K Sell
4,367
-2
-0% -$133 0.02% 487
2026
Q1 		$298K Buy
+4,369
New +$332K 0.04% 393

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

United Advisor Group's SLV Position: Q3 2026 in Review

United Advisor Group increased its iShares Silver Trust (SLV) stake by 40% in Q3 2026, buying an estimated $98.5K and bringing the position to 6,105 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #424.

United Advisor Group first reported a position in SLV in Q1 2026 and has held it in 3 quarters since. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • United Advisor Group held 6,105 shares of iShares Silver Trust worth $333K as of Q3 2026.
  • United Advisor Group bought 1,738 iShares Silver Trust shares in Q3 2026, an estimated $98.5K.
  • iShares Silver Trust made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #424 holding.
  • United Advisor Group first reported a position in iShares Silver Trust in Q1 2026 and has held it in 3 quarters since.
  • 1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.