VestGen Advisors’s iShares Silver Trust SLV Stock Holding History

VestGen 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 Q2	$2.52M	Sell	47,183 -247	-0.5%	-$16.4K	0.07%	260
2026 Q1	$3.73M	Buy	47,430 +6,423	+16%	+$488K	0.1%	179
2025 Q4	$2.64M	Buy	41,007 +4,727	+13%	+$237K	0.11%	190
2025 Q3	$1.54M	Buy	36,280 +7,574	+26%	+$272K	0.05%	300
2025 Q2	$954K	Buy	28,706 +17,979	+168%	+$550K	0.04%	334
2025 Q1	$332K	Buy	+10,727	New	+$312K	0.02%	440

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VestGen Advisors's SLV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Silver Trust (SLV) stake by 0.52% in Q2 2026, selling an estimated $16.4K and leaving 47,183 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #260.

VestGen Advisors first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

VestGen Advisors held 47,183 shares of iShares Silver Trust worth $2.52M as of Q2 2026.
VestGen Advisors sold 247 iShares Silver Trust shares in Q2 2026, an estimated $16.4K.
iShares Silver Trust made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #260 holding.
VestGen Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Silver Trust position peaked at $3.73M in Q1 2026.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.