Bernard Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bernard 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	$4.28K	Sell	80 -75	-48%	-$4.97K	﹤0.01%	253
2026 Q1	$10.6K	Buy	155 +80	+107%	+$6.08K	﹤0.01%	223
2025 Q4	$4.83K	Buy	75 +50	+200%	+$2.5K	﹤0.01%	245
2025 Q3	$1.06K	Hold	25	–	–	﹤0.01%	292
2025 Q2	$821	Sell	25 -38	-60%	-$1.16K	﹤0.01%	280
2025 Q1	$1.95K	Sell	63 -1,333	-95%	-$38.7K	﹤0.01%	307
2024 Q4	$36.8K	Buy	+1,396	New	+$39.9K	0.02%	140

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

Bernard Wealth Management's SLV Position: Q2 2026 in Review

Bernard Wealth Management reduced its iShares Silver Trust (SLV) stake by 48% in Q2 2026, selling an estimated $4.97K and leaving 80 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Bernard Wealth Management first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8K in Q4 2024. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bernard Wealth Management held 80 shares of iShares Silver Trust worth $4.28K as of Q2 2026.
Bernard Wealth Management sold 75 iShares Silver Trust shares in Q2 2026, an estimated $4.97K.
iShares Silver Trust made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #253 holding.
Bernard Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares Silver Trust position peaked at $36.8K in Q4 2024.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.