Bedel Financial Consulting’s iShares Silver Trust SLV Stock Holding History

Bedel Financial Consulting’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	-3,694	Closed	-$252K	–	317
2026 Q1	$252K	Sell	3,694 -715	-16%	-$54.3K	0.03%	252
2025 Q4	$284K	Buy	+4,409	New	+$221K	0.03%	230
2022 Q2	–	Sell	-1,089	Closed	-$25K	–	771
2022 Q1	$25K	Hold	1,089	–	–	0.01%	511
2021 Q4	$23K	Buy	1,089 +310	+40%	+$6.7K	0.01%	540
2021 Q3	$16K	Hold	779	–	–	0.01%	590
2021 Q2	$19K	Buy	779 +184	+31%	+$4.56K	0.01%	569
2021 Q1	$14K	Buy	+595	New	+$14.5K	0.01%	583

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

Bedel Financial Consulting's SLV Position: Q2 2026 in Review

Bedel Financial Consulting sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,694 shares — an estimated $252K sold.

Bedel Financial Consulting first reported a position in SLV in Q1 2021 and held it in 7 quarters. The position peaked at $284K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bedel Financial Consulting reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Bedel Financial Consulting sold 3,694 iShares Silver Trust shares in Q2 2026, an estimated $252K.
Bedel Financial Consulting first reported a position in iShares Silver Trust in Q1 2021 and held it in 7 quarters.
Bedel Financial Consulting's iShares Silver Trust position peaked at $284K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.