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Visionary Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Visionary Wealth 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 		$666K Buy
12,457
+6,185
+99% +$410K 0.03% 378
2026
Q1 		$427K Sell
6,272
-550
-8% -$41.8K 0.02% 438
2025
Q4 		$439K Buy
6,822
+1,512
+28% +$75.7K 0.02% 412
2025
Q3 		$225K Buy
+5,310
New +$191K 0.01% 554
2024
Q4 		– Sell
-7,890
Closed -$224K – 559
2024
Q3 		$224K Buy
+7,890
New +$212K 0.01% 494
2024
Q1 		– Sell
-10,240
Closed -$223K – 498
2023
Q4 		$223K Sell
10,240
-3,335
-25% -$71K 0.02% 445
2023
Q3 		$276K Buy
13,575
+805
+6% +$17.4K 0.02% 379
2023
Q2 		$267K Buy
12,770
+3,455
+37% +$76.8K 0.02% 385
2023
Q1 		$206K Sell
9,315
-650
-7% -$13.5K 0.02% 420
2022
Q4 		$219K Buy
+9,965
New +$195K 0.02% 382
2022
Q2 		– Sell
-9,769
Closed -$224K – 471
2022
Q1 		$224K Sell
9,769
-4,090
-30% -$90.9K 0.02% 386
2021
Q4 		$298K Sell
13,859
-280
-2% -$6.05K 0.02% 294
2021
Q3 		$290K Buy
14,139
+647
+5% +$14.5K 0.03% 250
2021
Q2 		$327K Buy
13,492
+3,308
+32% +$81.9K 0.03% 257
2021
Q1 		$231K Buy
10,184
+577
+6% +$14K 0.02% 292
2020
Q4 		$236K Sell
9,607
-4,679
-33% -$106K 0.03% 270
2020
Q3 		$309K Buy
+14,286
New +$325K 0.04% 191

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

Visionary Wealth Advisors's SLV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Silver Trust (SLV) stake by 99% in Q2 2026, buying an estimated $410K and bringing the position to 12,457 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #378.

Visionary Wealth Advisors first reported a position in SLV in Q3 2020 and has held it in 17 quarters since. 1,418 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Visionary Wealth Advisors held 12,457 shares of iShares Silver Trust worth $666K as of Q2 2026.
  • Visionary Wealth Advisors bought 6,185 iShares Silver Trust shares in Q2 2026, an estimated $410K.
  • iShares Silver Trust made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Visionary Wealth Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 17 quarters since.
  • 1,418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.