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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Visionary Wealth Advisors's SLV Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 8.1% in Q1 2026, selling an estimated $41.8K and leaving 6,272 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #438.

Visionary Wealth Advisors first reported a position in SLV in Q3 2020 and has held it in 16 quarters since. The position peaked at $439K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Visionary Wealth Advisors held 6,272 shares of iShares Silver Trust worth $427K as of Q1 2026.
  • Visionary Wealth Advisors sold 550 iShares Silver Trust shares in Q1 2026, an estimated $41.8K.
  • iShares Silver Trust made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #438 holding.
  • Visionary Wealth Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 16 quarters since.
  • Visionary Wealth Advisors's iShares Silver Trust position peaked at $439K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.