VisionPoint Advisory Group’s iShares Silver Trust SLV Stock Holding History

VisionPoint Advisory 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 Q2	$1.08M	Buy	+20,155	New	+$1.34M	0.18%	133
2024 Q1	–	Sell	-107	Closed	-$2.33K	–	857
2023 Q4	$2.33K	Sell	107 -1,112	-91%	-$23.7K	﹤0.01%	600
2023 Q3	$24.8K	Buy	+1,219	New	+$26.3K	0.01%	340
2021 Q3	–	Sell	-286,972	Closed	-$6.95M	–	109
2021 Q2	$6.95M	Buy	286,972 +197,691	+221%	+$4.9M	3.1%	7
2021 Q1	$2.03M	Buy	+89,281	New	+$2.17M	0.97%	35

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

VisionPoint Advisory Group's SLV Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Silver Trust (SLV) in Q2 2026: 20,155 shares worth $1.08M. The stake represents 0.18% of the portfolio and ranks #133 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in SLV as recently as Q4 2023.

VisionPoint Advisory Group first reported a position in SLV in Q1 2021 and has held it in 5 quarters since. The position peaked at $6.95M in Q2 2021. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

VisionPoint Advisory Group held 20,155 shares of iShares Silver Trust worth $1.08M as of Q2 2026.
iShares Silver Trust was a new VisionPoint Advisory Group position in Q2 2026.
iShares Silver Trust made up 0.18% of VisionPoint Advisory Group's portfolio in Q2 2026, its #133 holding.
VisionPoint Advisory Group first reported a position in iShares Silver Trust in Q1 2021 and has held it in 5 quarters since.
VisionPoint Advisory Group's iShares Silver Trust position peaked at $6.95M in Q2 2021.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.