Accel Wealth Management’s iShares Silver Trust SLV Stock Holding History

Accel Wealth Management’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	$235K	Hold	4,403	–	–	0.05%	263
2026 Q1	$300K	Sell	4,403 -55	-1%	-$4.18K	0.08%	213
2025 Q4	$287K	Buy	+4,458	New	+$223K	0.08%	209
2023 Q3	–	Sell	-10,117	Closed	-$211K	–	180
2023 Q2	$211K	Sell	10,117 -200	-2%	-$4.45K	0.12%	158
2023 Q1	$228K	Hold	10,317	–	–	0.09%	197
2022 Q4	$227K	Buy	10,317 +2,070	+25%	+$40.5K	0.11%	149
2022 Q3	$160K	Sell	8,247 -200	-2%	-$3.54K	0.09%	184
2022 Q2	$145K	Hold	8,447	–	–	0.08%	182
2022 Q1	$192K	Sell	8,447 -600	-7%	-$13.3K	0.1%	162
2021 Q4	$195K	Sell	9,047 -20	-0.2%	-$432	0.1%	171
2021 Q3	$186K	Buy	9,067 +1,250	+16%	+$28.1K	0.12%	142
2021 Q2	$189K	Buy	7,817 +295	+4%	+$7.31K	0.13%	159
2021 Q1	$171K	Buy	7,522 +6,179	+460%	+$150K	0.14%	154
2020 Q4	$33K	Buy	+1,343	New	+$30.5K	0.03%	385

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

Accel Wealth Management's SLV Position: Q2 2026 in Review

Accel Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,403 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #263.

Accel Wealth Management first reported a position in SLV in Q4 2020 and has held it in 14 quarters since. The position peaked at $300K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Accel Wealth Management held 4,403 shares of iShares Silver Trust worth $235K as of Q2 2026.
Accel Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #263 holding.
Accel Wealth Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 14 quarters since.
Accel Wealth Management's iShares Silver Trust position peaked at $300K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.