Barnes Wealth Management Group’s iShares Silver Trust SLV Stock Holding History

Barnes Wealth Management 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	$216K	Sell	4,034 -74	-2%	-$4.91K	0.1%	184
2026 Q1	$280K	Sell	4,108 -4,717	-53%	-$358K	0.14%	145
2025 Q4	$569K	Sell	8,825 -2,245	-20%	-$112K	0.3%	78
2025 Q3	$469K	Buy	11,070 +3,894	+54%	+$140K	0.26%	88
2025 Q2	$235K	Sell	7,176 -1,251	-15%	-$38.3K	0.14%	138
2025 Q1	$261K	Hold	8,427	–	–	0.17%	118
2024 Q4	$222K	Buy	+8,427	New	+$241K	0.15%	128

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

Barnes Wealth Management Group's SLV Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, selling an estimated $4.91K and leaving 4,034 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #184.

Barnes Wealth Management Group first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Barnes Wealth Management Group held 4,034 shares of iShares Silver Trust worth $216K as of Q2 2026.
Barnes Wealth Management Group sold 74 iShares Silver Trust shares in Q2 2026, an estimated $4.91K.
iShares Silver Trust made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #184 holding.
Barnes Wealth Management Group first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's iShares Silver Trust position peaked at $569K in Q4 2025.
1,420 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.