Aspen Investment Management’s iShares Silver Trust SLV Stock Holding History

Aspen Investment 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	$353K	Buy	6,609 +155	+2%	+$10.3K	0.09%	156
2026 Q1	$440K	Sell	6,454 -6,580	-50%	-$500K	0.13%	140
2025 Q4	$840K	Buy	13,034 +3,315	+34%	+$166K	0.25%	97
2025 Q3	$412K	Sell	9,719 -1,075	-10%	-$38.6K	0.16%	117
2025 Q2	$354K	Buy	+10,794	New	+$330K	0.15%	122
2018 Q3	–	Sell	-15,673	Closed	-$237K	–	150
2018 Q2	$237K	Buy	15,673 +200	+1%	+$3.12K	0.16%	130
2018 Q1	$238K	Buy	15,473 +5,370	+53%	+$84.8K	0.17%	127
2017 Q4	$162K	Buy	+10,103	New	+$159K	0.12%	137

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

Aspen Investment Management's SLV Position: Q2 2026 in Review

Aspen Investment Management increased its iShares Silver Trust (SLV) stake by 2.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,609 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #156.

Aspen Investment Management first reported a position in SLV in Q4 2017 and has held it in 8 quarters since. The position peaked at $840K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Aspen Investment Management held 6,609 shares of iShares Silver Trust worth $353K as of Q2 2026.
Aspen Investment Management bought 155 iShares Silver Trust shares in Q2 2026, an estimated $10.3K.
iShares Silver Trust made up 0.09% of Aspen Investment Management's portfolio in Q2 2026, its #156 holding.
Aspen Investment Management first reported a position in iShares Silver Trust in Q4 2017 and has held it in 8 quarters since.
Aspen Investment Management's iShares Silver Trust position peaked at $840K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.