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 Q1	$298K	Buy	+4,369	New	+$332K	0.04%	393

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Advisor Group's SLV Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares Silver Trust (SLV) in Q1 2026: 4,369 shares worth $298K. The stake represents 0.04% of the portfolio and ranks #393 among its holdings.

1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

United Advisor Group held 4,369 shares of iShares Silver Trust worth $298K as of Q1 2026.
iShares Silver Trust was a new United Advisor Group position in Q1 2026.
iShares Silver Trust made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #393 holding.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.