Abundance Wealth Counselors’s iShares Silver Trust SLV Stock Holding History

Abundance Wealth Counselors’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	$364K	Buy	6,802 +3,401	+100%	+$225K	0.02%	208
2026 Q1	$232K	Buy	+3,401	New	+$258K	0.03%	215
2021 Q2	–	Sell	-1,362	Closed	-$31K	–	297
2021 Q1	$31K	Buy	+1,362	New	+$33.2K	0.01%	198

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

Abundance Wealth Counselors's SLV Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Silver Trust (SLV) stake by 100% in Q2 2026, buying an estimated $225K and bringing the position to 6,802 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #208.

Abundance Wealth Counselors first reported a position in SLV in Q1 2021 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Abundance Wealth Counselors held 6,802 shares of iShares Silver Trust worth $364K as of Q2 2026.
Abundance Wealth Counselors bought 3,401 iShares Silver Trust shares in Q2 2026, an estimated $225K.
iShares Silver Trust made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #208 holding.
Abundance Wealth Counselors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 3 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.