Alteri Wealth’s iShares Silver Trust SLV Stock Holding History

Alteri Wealth’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	$416K	Buy	7,773 +200	+3%	+$13.3K	0.11%	191
2026 Q1	$516K	Buy	7,573 +210	+3%	+$16K	0.17%	156
2025 Q4	$474K	Buy	7,363 +2,487	+51%	+$125K	0.15%	160
2025 Q3	$207K	Buy	+4,876	New	+$175K	0.07%	264

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

Alteri Wealth's SLV Position: Q2 2026 in Review

Alteri Wealth increased its iShares Silver Trust (SLV) stake by 2.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 7,773 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #191.

Alteri Wealth first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $516K in Q1 2026. 1,418 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Alteri Wealth held 7,773 shares of iShares Silver Trust worth $416K as of Q2 2026.
Alteri Wealth bought 200 iShares Silver Trust shares in Q2 2026, an estimated $13.3K.
iShares Silver Trust made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #191 holding.
Alteri Wealth first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Alteri Wealth's iShares Silver Trust position peaked at $516K in Q1 2026.
1,418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.