Atomi Financial Group’s iShares Silver Trust SLV Stock Holding History

Atomi Financial Group’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	$495K	Sell	9,254 -64	-0.7%	-$4.24K	0.01%	774
2026 Q1	$635K	Buy	9,318 +1,222	+15%	+$92.8K	0.02%	622
2025 Q4	$522K	Sell	8,096 -191	-2%	-$9.56K	0.02%	673
2025 Q3	$351K	Buy	8,287 +1,150	+16%	+$41.3K	0.01%	803
2025 Q2	$234K	Sell	7,137 -16,300	-70%	-$499K	0.01%	962
2025 Q1	$726K	Sell	23,437 -10	-0%	-$291	0.03%	391
2024 Q4	$617K	Buy	23,447 +11,371	+94%	+$325K	0.03%	398
2024 Q3	$343K	Sell	12,076 -217	-2%	-$5.83K	0.02%	609
2024 Q2	$327K	Buy	12,293 +117	+1%	+$3.08K	0.02%	556
2024 Q1	$277K	Buy	12,176 +888	+8%	+$19K	0.03%	565
2023 Q4	$246K	Buy	+11,288	New	+$240K	0.03%	478
2023 Q3	–	Sell	-11,005	Closed	-$230K	–	373
2023 Q2	$230K	Buy	11,005 +682	+7%	+$15.2K	0.1%	227
2023 Q1	$228K	Buy	+10,323	New	+$214K	0.13%	188

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

Atomi Financial Group's SLV Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Silver Trust (SLV) stake by 0.69% in Q2 2026, selling an estimated $4.24K and leaving 9,254 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #774.

Atomi Financial Group first reported a position in SLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $726K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Atomi Financial Group held 9,254 shares of iShares Silver Trust worth $495K as of Q2 2026.
Atomi Financial Group sold 64 iShares Silver Trust shares in Q2 2026, an estimated $4.24K.
iShares Silver Trust made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #774 holding.
Atomi Financial Group first reported a position in iShares Silver Trust in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares Silver Trust position peaked at $726K in Q1 2025.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.