BCS Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

BCS Private Wealth 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	$845K	Buy	15,795 +3,500	+28%	+$232K	0.25%	70
2026 Q1	$838K	Sell	12,295 -770	-6%	-$58.5K	0.25%	75
2025 Q4	$842K	Sell	13,065 -21,910	-63%	-$1.1M	0.29%	65
2025 Q3	$1.48M	Buy	34,975 +2,875	+9%	+$103K	0.53%	44
2025 Q2	$1.05M	Buy	+32,100	New	+$982K	0.4%	50

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

BCS Private Wealth Management's SLV Position: Q2 2026 in Review

BCS Private Wealth Management increased its iShares Silver Trust (SLV) stake by 28% in Q2 2026, buying an estimated $232K and bringing the position to 15,795 shares worth $845K. The position accounts for 0.25% of the portfolio, ranked #70.

BCS Private Wealth Management first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

BCS Private Wealth Management held 15,795 shares of iShares Silver Trust worth $845K as of Q2 2026.
BCS Private Wealth Management bought 3,500 iShares Silver Trust shares in Q2 2026, an estimated $232K.
iShares Silver Trust made up 0.25% of BCS Private Wealth Management's portfolio in Q2 2026, its #70 holding.
BCS Private Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's iShares Silver Trust position peaked at $1.48M in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.