Abound Financial’s iShares Silver Trust SLV Stock Holding History

Abound Financial’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	$14.5K	Hold	271	–	–	0.01%	202
2026 Q1	$18.5K	Hold	271	–	–	0.01%	181
2025 Q4	$17.5K	Buy	+271	New	+$13.6K	0.01%	186
2025 Q2	–	Sell	-134	Closed	-$4.15K	–	225
2025 Q1	$4.15K	Buy	+134	New	+$3.89K	﹤0.01%	232

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

Abound Financial's SLV Position: Q2 2026 in Review

Abound Financial held its iShares Silver Trust (SLV) position steady in Q2 2026 at 271 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #202.

Abound Financial first reported a position in SLV in Q1 2025 and has held it in 4 quarters since. The position peaked at $18.5K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Abound Financial held 271 shares of iShares Silver Trust worth $14.5K as of Q2 2026.
Abound Financial left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Abound Financial's portfolio in Q2 2026, its #202 holding.
Abound Financial first reported a position in iShares Silver Trust in Q1 2025 and has held it in 4 quarters since.
Abound Financial's iShares Silver Trust position peaked at $18.5K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.