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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 		– Hold
0
– – – 485
2025
Q4 		– Hold
0
– -$233K – 485
2025
Q3 		– Hold
0
– – – 402

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
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.