Access Financial Services’s iShares Silver Trust SLV Stock Holding History

Access Financial Services’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	$538K	Buy	10,056 +76	+0.8%	+$5.04K	0.18%	69
2026 Q1	$680K	Buy	9,980 +81	+0.8%	+$6.16K	0.24%	59
2025 Q4	$638K	Buy	9,899 +235	+2%	+$11.8K	0.23%	65
2025 Q3	$409K	Hold	9,664	–	–	0.15%	84
2025 Q2	$317K	Hold	9,664	–	–	0.12%	90
2025 Q1	$299K	Hold	9,664	–	–	0.12%	89
2024 Q4	$254K	Hold	9,664	–	–	0.11%	103
2024 Q3	$275K	Hold	9,664	–	–	0.13%	96
2024 Q2	$257K	Buy	+9,664	New	+$254K	0.12%	95
2022 Q2	–	Sell	-11,714	Closed	-$268K	–	114
2022 Q1	$268K	Sell	11,714 -1,435	-11%	-$31.9K	0.13%	106
2021 Q4	$283K	Sell	13,149 -1,285	-9%	-$27.8K	0.13%	107
2021 Q3	$296K	Hold	14,434	–	–	0.13%	104
2021 Q2	$350K	Hold	14,434	–	–	0.16%	99
2021 Q1	$328K	Buy	14,434 +2,720	+23%	+$66.2K	0.15%	85
2020 Q4	$288K	Hold	11,714	–	–	0.14%	82
2020 Q3	$253K	Buy	+11,714	New	+$266K	0.14%	74
2019 Q2	–	Sell	-11,824	Closed	-$168K	–	76
2019 Q1	$168K	Buy	+11,824	New	+$173K	0.13%	67
2017 Q2	–	Sell	-11,824	Closed	-$204K	–	70
2017 Q1	$204K	Hold	11,824	–	–	0.17%	65
2016 Q4	$179K	Buy	+11,824	New	+$192K	0.16%	64

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

Access Financial Services's SLV Position: Q2 2026 in Review

Access Financial Services increased its iShares Silver Trust (SLV) stake by 0.76% in Q2 2026, buying an estimated $5.04K and bringing the position to 10,056 shares worth $538K. The position accounts for 0.18% of the portfolio, ranked #69.

Access Financial Services first reported a position in SLV in Q4 2016 and has held it in 19 quarters since. The position peaked at $680K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Access Financial Services held 10,056 shares of iShares Silver Trust worth $538K as of Q2 2026.
Access Financial Services bought 76 iShares Silver Trust shares in Q2 2026, an estimated $5.04K.
iShares Silver Trust made up 0.18% of Access Financial Services's portfolio in Q2 2026, its #69 holding.
Access Financial Services first reported a position in iShares Silver Trust in Q4 2016 and has held it in 19 quarters since.
Access Financial Services's iShares Silver Trust position peaked at $680K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.