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 Q3	$1.77M	Sell	32,392 -14,791	-31%	-$838K	0.05%	314
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

VestGen Advisors's SLV Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Silver Trust (SLV) stake by 31% in Q3 2026, selling an estimated $838K and leaving 32,392 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #314.

VestGen Advisors first reported a position in SLV in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.73M in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

VestGen Advisors held 32,392 shares of iShares Silver Trust worth $1.77M as of Q3 2026.
VestGen Advisors sold 14,791 iShares Silver Trust shares in Q3 2026, an estimated $838K.
iShares Silver Trust made up 0.05% of VestGen Advisors's portfolio in Q3 2026, its #314 holding.
VestGen Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Silver Trust position peaked at $3.73M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.