Axim Planning & Wealth’s iShares Silver Trust SLV Stock Holding History

Axim Planning & 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	$201K	Sell	3,762 -12	-0.3%	-$796	0.28%	91
2026 Q1	$257K	Buy	+3,774	New	+$287K	0.31%	60
2025 Q4	–	Sell	-8,148	Closed	-$345K	–	93
2025 Q3	$345K	Buy	+8,148	New	+$293K	0.27%	44

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

Axim Planning & Wealth's SLV Position: Q2 2026 in Review

Axim Planning & Wealth reduced its iShares Silver Trust (SLV) stake by 0.32% in Q2 2026, selling an estimated $796 and leaving 3,762 shares worth $201K. The position accounts for 0.28% of the portfolio, ranked #91.

Axim Planning & Wealth first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $345K in Q3 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Axim Planning & Wealth held 3,762 shares of iShares Silver Trust worth $201K as of Q2 2026.
Axim Planning & Wealth sold 12 iShares Silver Trust shares in Q2 2026, an estimated $796.
iShares Silver Trust made up 0.28% of Axim Planning & Wealth's portfolio in Q2 2026, its #91 holding.
Axim Planning & Wealth first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Axim Planning & Wealth's iShares Silver Trust position peaked at $345K in Q3 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.