Berger Financial Group’s iShares Silver Trust SLV Stock Holding History

Berger Financial 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	$672K	Buy	12,576 +1,247	+11%	+$82.7K	0.03%	259
2026 Q1	$772K	Sell	11,329 -820	-7%	-$62.3K	0.04%	237
2025 Q4	$783K	Sell	12,149 -1,675	-12%	-$83.9K	0.05%	234
2025 Q3	$586K	Buy	13,824 +2,115	+18%	+$76K	0.04%	266
2025 Q2	$384K	Buy	11,709 +2,752	+31%	+$84.2K	0.02%	298
2025 Q1	$278K	Buy	8,957 +88	+1%	+$2.56K	0.02%	343
2024 Q4	$234K	Buy	+8,869	New	+$253K	0.02%	370

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

Berger Financial Group's SLV Position: Q2 2026 in Review

Berger Financial Group increased its iShares Silver Trust (SLV) stake by 11% in Q2 2026, buying an estimated $82.7K and bringing the position to 12,576 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #259.

Berger Financial Group first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Berger Financial Group held 12,576 shares of iShares Silver Trust worth $672K as of Q2 2026.
Berger Financial Group bought 1,247 iShares Silver Trust shares in Q2 2026, an estimated $82.7K.
iShares Silver Trust made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #259 holding.
Berger Financial Group first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's iShares Silver Trust position peaked at $783K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.