Wealth Advisors of Iowa’s iShares Silver Trust SLV Stock Holding History

Wealth Advisors of Iowa’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	$394K	Sell	7,375 -30	-0.4%	-$1.99K	0.11%	61
2026 Q1	$505K	Buy	7,405 +583	+9%	+$44.3K	0.16%	50
2025 Q4	$439K	Hold	6,822	–	–	0.14%	54
2025 Q3	$289K	Hold	6,822	–	–	0.1%	64
2025 Q2	$224K	Buy	+6,822	New	+$209K	0.08%	68

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

Wealth Advisors of Iowa's SLV Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its iShares Silver Trust (SLV) stake by 0.41% in Q2 2026, selling an estimated $1.99K and leaving 7,375 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #61.

Wealth Advisors of Iowa first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $505K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealth Advisors of Iowa held 7,375 shares of iShares Silver Trust worth $394K as of Q2 2026.
Wealth Advisors of Iowa sold 30 iShares Silver Trust shares in Q2 2026, an estimated $1.99K.
iShares Silver Trust made up 0.11% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #61 holding.
Wealth Advisors of Iowa first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Wealth Advisors of Iowa's iShares Silver Trust position peaked at $505K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.