B.O.S.S. Retirement Advisors’s iShares Silver Trust SLV Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-4,382	Closed	-$299K	–	183
2026 Q1	$299K	Sell	4,382 -1,200	-21%	-$91.2K	0.09%	133
2025 Q4	$360K	Sell	5,582 -1,992	-26%	-$99.7K	0.11%	117
2025 Q3	$321K	Buy	7,574 +138	+2%	+$4.96K	0.08%	150
2025 Q2	$244K	Sell	7,436 -298	-4%	-$9.11K	0.06%	167
2025 Q1	$240K	Buy	+7,734	New	+$225K	0.07%	156

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

B.O.S.S. Retirement Advisors's SLV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,382 shares — an estimated $299K sold.

B.O.S.S. Retirement Advisors first reported a position in SLV in Q1 2025 and held it in 5 quarters. The position peaked at $360K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 4,382 iShares Silver Trust shares in Q2 2026, an estimated $299K.
B.O.S.S. Retirement Advisors first reported a position in iShares Silver Trust in Q1 2025 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's iShares Silver Trust position peaked at $360K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.